Question · Q3 2025
Ravi Sanker sought clarification on the nature of Aurora Innovation's relationship with International (buying trucks versus an OEM partnership) and the timeline for commercial launch. He also asked about the bill of materials (BOM) cost for Gen 2 and Gen 3 hardware and the timing for discussing pricing with OEM partners and customers.
Answer
CFO David Maday confirmed Aurora is buying stock trucks from International for upfitting, not engaging in a co-development partnership, leveraging Aurora's extensive integration experience. Co-Founder and CEO Chris Urmson added that the International LT Series truck is expected to be driverless in Q2 2026. David Maday stated that Aurora has good insight into the BOM costs for the Aurora Driver, which are factored into the 'driver-as-a-service' subscription model, with more specific pricing details to be provided later.