Question · Q4 2025
Nancy Andre Ravi from Morgan Stanley inquired about the alignment between Aurora's 2026 year-end truck guidance and revenue expectations, specifically regarding utilization and the ramp-up schedule. She also asked for clarity on the timeline for serial commercial production in 2027.
Answer
Co-Founder and CEO Chris Urmson explained that 2026 revenue will be back-end loaded due to the Q2 fleet launch, with over 200 driverless trucks by year-end generating an $80 million run-rate for 2027. He clarified that serial production in 2027 will see steady growth and incremental OEM volume, with large-scale production linked to the third-generation hardware kit.
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