Nancy Hess's questions to Aurora Innovation Inc (AUR) leadership • Q2 2025
Question
Nancy Hess, on behalf of Ravi Shanker from Morgan Stanley, asked about key catalysts for the second half of the year, including the timing for the second driverless route (Fort Worth to Phoenix) and major milestones with partners Volvo and PACCAR. She also inquired about Aurora's relationship with Uber.
Answer
CEO Chris Urmson reiterated the year-end goals of unlocking new routes (Fort Worth-El Paso-Phoenix) and operating in rain, day, and night to enable rapid 2026 expansion. He mentioned specific capabilities being validated, like handling border patrol stations. Regarding Uber, Urmson described it as a great partner and pilot customer via Uber Freight, but noted Aurora's current focus is on trucking, not ride-hailing.