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Aurora Innovation, Inc.

AUR · Information Technology

Last earnings Oct 28, 2026

Key results

Revenuequarter

$1 million

Chris Urmson Co-founder & CEO 123Q25 SHAREHOLDER LETTER From the desk of our CFO David Maday CFO Third quarter 2025 revenue totaled $1 million across driverless and vehicle operator supervised commercial loads for Hirschbach, Uber Freight, Werner, FedEx, Schneider, and Volvo Autonomous Solutions, among others.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

The Aurora Driver achieved another record number of commercial miles driven during the quarter, which drove a 12% sequential increase in revenue from the second quarter.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Excluding SBC of $51 million, R&D totaled $138 million, SG&A was $28 million, and cost of revenue was $6 million.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

AI analysis

Q3 2025 · reported Oct 28, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q3 2025
$1M
EX-99 · Oct 28, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$1 million——

EX-99 · Oct 28, 2025

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Capex$8M

We used approximately $149 million in operating cash during the third quarter and capital expenditures totaled $8 million.

Company-stated claims

Oct 28, 2026

Historical · increased by $2 million, or 200% · revenue

“Revenue increased by $2 million, or 200%, to $3 million in the three months ended September 30, 2026 from $1 million in the three months ended September 30, 2025, primarily due to increased utilization, geographical expansion, and higher fuel surcharges.”

10-Q · Oct 28, 2026
Sep 23, 2026

Historical · double · subscribers_users

“2 Includes truck, trailer, truck maintenance, tires, and tolls/permits/licenses Note: Excludes potential customer endpoint operations costs TCO ($/MILE) $0.72 $0.11 $0.15 Indirect $0.48 $1.03 Direct $0.85 $0.41 $0.08 $0.65 ~$2.50 ~$2.00 Conventional Aurora1 2Other Insurance Fuel Driver All-In 20% ©2026 | AURORA PROPRIETARY The Aurora Driver s economic value is undeniable Top-Line: Increased revenue per truck with potential to more than double asset utilization.”

EX-99 · Sep 23, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Aurora Innovation, Inc. Q3 2025 — Chris Urmson Co-founder & CEO 123Q25 SHAREHOLDER LETTER From the desk of our CFO David Maday CFO Third quarter 2025 revenue totaled $1 million across driverless and vehicle operator supervised commerc…

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

We used approximately $149 million in operating cash during the third quarter and capital expenditures totaled $8 million.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Management believes that cash on hand and investments will be sufficient to meet its working capital and capital expenditure requirements for a period of at least twelve months from the date of these financial statements.

SEC original ↗Aurora Innovation, Inc. — 10-Q Quarterly report10-QOct 28, 2026

Class A and Class B have identical liquidation and dividend rights.

SEC original ↗Aurora Innovation, Inc. — 10-Q Quarterly report10-QOct 28, 2026

The participating securities did not impact the computation of earnings per share in the periods presented as no dividends were declared and the participating securities are not contractually obligated to share in losses.

SEC original ↗Aurora Innovation, Inc. — 10-Q Quarterly report10-QOct 28, 2026

The Company has two classes of common stock with identical liquidation and dividend rights, Class A and Class B.

SEC original ↗Aurora Innovation, Inc. — 10-Q Quarterly report10-QOct 28, 2026

We expect our total liquidity will be sufficient to meet our working capital and capital expenditure requirements for a period of at least twelve months from the date of this Quarterly Report.

SEC original ↗Aurora Innovation, Inc. — 10-Q Quarterly report10-QOct 28, 2026

Strategy & priorities

This expansion, accomplished just six months after our driverless launch, represents the fastest scaling to a second driverless market in the U.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Exceptional value proposition Following earlier than anticipated validation of night driverless operations in July, which more than doubled truck utilization potential, our team s focus turned to driverless lane expansion and validation in more challenging weather conditions to further increase the value of the Aurora Driver for our customers.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

The Phoenix expansion will add another 400 miles to establish a continuous 1,000+ mile, multi-state route between Fort Worth and Phoenix, which far exceeds hours-of-service limitations for a traditional driver.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

2025 Product Roadmap 53Q25 SHAREHOLDER LETTER Accelerating customer adoption Our driverless mileage growth is poised to further accelerate as additional customers integrate the Aurora Driver into their operations to capitalize on its exceptional value proposition.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

We firmly believe the Aurora Driver will fundamentally redefine the freight ecosystem with its potential to set new standards for safety, efficiency, and sustainability, thereby driving both revenue growth and margin expansion for our customers.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Risks & headwinds

These statements are based on management s current assumptions and are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

For factors that could cause actual results to differ materially from the forward-looking statements in this investor letter, please see the risks and uncertainties identified under the heading Risk Factors section of Aurora Innovation, Inc.

SEC original ↗Aurora Innovation, Inc. — Earnings release (8-K exhibit)EX-99Oct 28, 2025

Legal Proceedings 24 Item 1A.

SEC original ↗Aurora Innovation, Inc. — 10-Q Quarterly report10-QOct 28, 2026

Exhibits 25 Signatures 26 1 Table of Contents CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (this Quarterly Report ) contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties.

SEC original ↗Aurora Innovation, Inc. — 10-Q Quarterly report10-QOct 28, 2026

The outcome of the events described in these forward-looking statements is subject to risks, uncertainties and other factors, including those described in the section titled "Risk Factors" in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, and elsewhere in this Quarterly Report.

SEC original ↗Aurora Innovation, Inc. — 10-Q Quarterly report10-QOct 28, 2026

New risks and uncertainties emerge from time to time and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this Quarterly Report.

SEC original ↗Aurora Innovation, Inc. — 10-Q Quarterly report10-QOct 28, 2026

Documents

Earnings deck slides

0 decks with slide view

Aurora Innovation, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

27 documents

Earnings releases

23 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Aurora Innovation, Inc. are held in this edition of the library.

Mentioned by

4 companies

Other tracked companies whose held documents mention Aurora Innovation, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.