Aurora Innovation Inc (FRA:77F)

Q4 2025 Aurora Innovation Inc Earnings Call Transcript

Feb 11, 2026 / 10:00 PM GMT

Release Date Price: €3.7 (+2.21%)

Transcript 10-K8-K

Key Points

Positve

Aurora Innovation Inc (AUR) launched the first driverless commercial trucking operations on US public roads, marking a significant milestone in logistics.
The Aurora driver achieved 250,000 driverless miles, nearly tripling the cumulative miles from earlier in the year.
The company expanded its addressable market to over 3.6 billion vehicle miles traveled by opening seven additional driverless lanes.
Aurora maintained a perfect driverless safety record with zero collisions attributed to the Aurora driver.
The company expects a multifold increase in revenue in 2026, with a projected exit rate generating significant financial momentum into 2027.

Negative

Aurora Innovation Inc (AUR) reported a fourth-quarter operating loss of $238 million, including stock-based compensation.
The company used approximately $146 million in operating cash during the fourth quarter, reflecting high cash burn.
Revenue for the fourth quarter was only $1 million, indicating slow initial monetization of driverless operations.
The company anticipates quarterly cash use of $190 to $220 million on average in 2026, highlighting ongoing high expenses.
Inclement weather constrained driverless operations in Texas roughly 40% of the time in 2025, impacting operational efficiency.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AUR.OQ - Aurora Innovation Inc
Q4 2025 Aurora Innovation Inc Earnings Call
Feb 11, 2026 / 10:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Greetings and welcome to the Aurora 4th quarter 2025 business review conference call and webcast. At this time, all participants are in listen-only mode. A question-and-answer session will follow the formal presentation.

You may be placed in the question queue at any time by pressing 1 on your telephone keypad, and we ask that you please ask one question, one follow-up, then return to the queue. As a reminder, this conference is being recorded. If anyone should require operator assistance, please press 0. It's not my pleasure to turn the call over to Stacy Feight, Vice President, Investor relations. Please go ahead, Stacy.

--------------------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.