Aurora began driverless commercial trucking on public roads, expanding to target more than 200 driverless trucks by year-end 2026, with a back-loaded revenue ramp and a heavy Q4 contribution in 2026.

For 2026, the company guides revenue of about $14-$16 million, signaling roughly 400% year-over-year growth at the midpoint, with break-even gross margins by year-end 2026 and positive free cash flow targeted by 2028; plans to scale via a Driver-as-a-Service (DAS) model starting in 2027.

Operational milestones include surpassing 250,000 cumulative driverless miles (as of January), seven new driverless lanes, and expansion to a 3.6 billion vehicle-mile addressable market, along with weather-resilient operations and faster Aurora Atlas map content creation.

Risks cited include potential revenue shortfalls, ongoing operating losses, scaling and execution risks, competitive pressures, and regulatory challenges in driverless tech, with Q&A addressing utilization, timing of serial production, and hardware-driven cost reductions.

The earnings-call insight piece is AI-generated and carries a standard disclaimer noting potential limitations and lack of professional review.

Executives emphasize scaling, with projections of strong 2026–2027 growth, acknowledging execution and regulatory risks as the company moves toward broader deployment.

Technical progress includes second- and third-generation hardware kits, expanded Aurora Atlas mapping via Verifiable AI, additional Sunbelt lanes, and manufacturing and upfitting partnerships with Volvo, PACCAR, and Roush.

Roadmap highlights cover ongoing international LT fleet targeting for 2026 deployment without observer, a three-generation hardware plan with Aeva MoVeo aiming at tens of thousands of trucks by 2027, and collaboration with AWS for cloud infrastructure and industrialized safety systems.

Full-year 2025 revenue was $3 million (with total including pilots at $4 million); Q4 2025 operating loss of $238 million, with stock-based compensation of $48 million, and notable R&D and SG&A expenditures.

Q4 2025 numbers include an operating loss of $238 million, $48 million in stock-based compensation, $155 million in R&D, $30 million in SG&A, and $6 million in cost of revenue.

Commercial momentum includes a DAS pipeline of thousands of opportunities and long-term contracts like Detmar Logistics, with OEM partnerships advancing toward Volvo and PACCAR and Volvo VNL line-side integration beginning.

The commercial strategy centers on DAS with a large pipeline, an international LT fleet deployment target for 2026, a cost-reducing second-generation hardware kit, and a third-generation hardware plan with MoVeo to scale to tens of thousands of trucks by 2027.