Earnings summaries and quarterly performance for Rivian Automotive, Inc. / DE.
Executive leadership at Rivian Automotive, Inc. / DE.
Board of directors at Rivian Automotive, Inc. / DE.
Research analysts who have asked questions during Rivian Automotive, Inc. / DE earnings calls.
Dan Levy
Barclays PLC
6 questions for RIVN
Also covers: ADNT, ALV, APTV +14 more
George Gianarikas
Canaccord Genuity
6 questions for RIVN
Also covers: AEVA, AIRJ, AMRC +21 more
MD
Mark Delaney
The Goldman Sachs Group, Inc.
6 questions for RIVN
Also covers: APH, APTV, AUR +22 more
JS
Joseph Spak
UBS Group AG
5 questions for RIVN
Also covers: ADNT, APH, APTV +16 more
AJ
Adam Jonas
Morgan Stanley
4 questions for RIVN
Also covers: APTV, CAR, CVNA +7 more
ER
Emmanuel Rosner
Wolfe Research
4 questions for RIVN
Also covers: ADNT, ALV, APTV +10 more
AS
Andres Sheppard-Slinger
Cantor Fitzgerald
3 questions for RIVN
Also covers: ACHR, AUR, EVEX +10 more
BK
Ben Kallo
Robert W. Baird & Co.
3 questions for RIVN
Also covers: ALB, AMRC, BE +15 more
PH
Philippe Houchois
Jefferies
3 questions for RIVN
Also covers: MBGYY, STLA
Colin Langan
Wells Fargo & Company
2 questions for RIVN
Also covers: ADNT, ALV, AN +11 more
EY
Edison Yu
Deutsche Bank
2 questions for RIVN
Also covers: ACHR, ADNT, ALV +19 more
Federico Merendi
Bank of America
2 questions for RIVN
Also covers: ABG, AXL, F +6 more
James Picariello
BNP Paribas
2 questions for RIVN
Also covers: ADNT, APTV, AXL +11 more
Shreyas Patil
Wolfe Research, LLC
2 questions for RIVN
Also covers: APTV, MBLY, MGA +3 more
Winnie Dong
Deutsche Bank
2 questions for RIVN
Also covers: APTV, LAZR, MBLY +4 more
AP
Alex Potter
Piper Sandler & Co.
1 question for RIVN
Also covers: ASPN, CVNA, LILM +1 more
IM
Itay Michaeli
TD Cowen
1 question for RIVN
Also covers: APTV, ASPN, AUR +11 more
John Murphy
Bank of America
1 question for RIVN
Also covers: ABG, ADNT, AN +16 more
Michael Shlisky
D.A. Davidson
1 question for RIVN
Also covers: ALG, BLBD, CENN +19 more
RJ
Ronald Jewsikow
Guggenheim Partners
1 question for RIVN
Also covers: GNTX, GPI, LAD +2 more
RJ
Ron Jewsikow
Guggenheim Securities, LLC
1 question for RIVN
Also covers: GNTX, LAD
Tom Narayan
RBC Capital Markets
1 question for RIVN
Also covers: ALV, APTV, AXL +6 more
Recent press releases and 8-K filings for RIVN.
Rivian Unveils Custom Silicon and Next-Gen Autonomy Platform
RIVN
Product Launch
New Projects/Investments
- Rivian announced its proprietary, purpose-built silicon (RAP1) and third-generation Autonomy computer (ACM3), which features 1600 sparse INT8 TOPS.
- The Gen 3 Autonomy hardware, including ACM3 and LiDAR, is expected to ship on R2 models starting at the end of 2026.
- Software advancements include Universal Hands-Free (UHF) for second-generation R1 vehicles, covering over 3.5 million miles of roads in the USA and Canada, and the Autonomy+ subscription launching in early 2026 for $2,500 (one-time) or $49.99 (per month).
- Rivian is also integrating AI across its business with Rivian Unified Intelligence (RUI) and plans to launch the Rivian Assistant voice interface in early 2026 on Gen 1 and Gen 2 R1 vehicles.
Dec 11, 2025, 5:20 PM
Rivian Unveils Advanced AI and Autonomy Platforms and Features
RIVN
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Rivian is adopting an AI-centric approach across its vehicles and business operations, utilizing a "data flywheel" from its deployed fleet to continuously enhance its large driving model.
- The company launched its Gen 2 R1 vehicles in mid-2024 with a 10x improved inference platform, and plans to introduce a Gen 3 autonomy platform in late 2026 with R2 vehicles, featuring 65 megapixels of cameras, Lidar, and an in-house Rivian Autonomy Processor capable of 1,600 TOPS.
- Rivian will significantly expand hands-free driving capabilities for R1 Gen 2 customers via an over-the-air update later this month, increasing coverage to over 3.5 million miles of roads in North America, with point-to-point capabilities rolling out starting in 2026, followed by Eyes-off and personal Level 4 autonomy.
- The company is also launching the Rivian Assistant in early 2026 for all Gen 1 and Gen 2 customers, as part of its "Rivian Unified Intelligence" AI backbone designed to enhance in-vehicle experience and operational efficiency in manufacturing and service.
Dec 11, 2025, 5:00 PM
Rivian Details Advanced AI and Autonomy Roadmap, Including Gen 2 and Gen 3 Platforms
RIVN
Product Launch
New Projects/Investments
Guidance Update
- Rivian launched its Gen 2 R1 vehicles in mid-2024 with an AI-centric platform, featuring 55 megapixels of cameras and five radars, and a 10x improvement in inference capability over Gen 1.
- An over-the-air update for Gen 2 R1 customers, expected in December 2025, will significantly expand hands-free driving coverage to over 3.5 million miles of roads in North America.
- The company's Gen 3 autonomy platform, launching in late 2026 with the R2 vehicle, will feature 65 megapixels of cameras, a robust radar array, a front-facing long-range Lidar, and Rivian's in-house Autonomy Processor (RAP1), delivering 1,600 TOPS for the full compute platform.
- Rivian's autonomy roadmap includes rolling out point-to-point driving capabilities starting in 2026, followed by Eyes-off functionality, and ultimately personal Level 4 autonomy.
- Beyond self-driving, Rivian is developing a "Rivian Unified Intelligence" AI backbone, including the Rivian Assistant, to integrate AI across its vehicles and business operations.
Dec 11, 2025, 5:00 PM
Rivian unveils proprietary AI and autonomy hardware and software
RIVN
Product Launch
New Projects/Investments
- Rivian has developed its own Rivian Autonomy Processor (RAP1), a multi-chip module built on a TSMC 5nm automotive node, featuring an 800 TOPS neural engine and integrated memory technology with 205 GB/sec bandwidth. This powers the Gen 3 Autonomy Computer, which offers 1600 TOPS of AI performance, 4x peak performance of Gen 2, and 2.5x power efficiency improvement.
- The autonomy system integrates a multi-modal sensor suite of 11 cameras, 5 radars, and 1 LIDAR , supporting features like Universal Hands-Free driving, with over 3.5 million miles driven, and aiming for Personal L4 autonomy.
- The Autonomy+ package is available for $2,500 USD or $49.99 per month. The system is designed for functional safety according to ISO26262 Automotive Safety and Integrity Levels (ASIL) and uses a data flywheel with a Large Driving Model for continuous improvement.
Dec 11, 2025, 5:00 PM
Rivian Provides Updates on R2 Program, Software Growth, and Financial Position
RIVN
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Rivian announced its Autonomy and AI Day on December 11, where it will detail its in-house camera and sensor suite, hardware roadmap, and software trajectory for autonomous driving.
- The R2 program is set for commercialized serial production in the first half of 2026, with material costs projected to be roughly half of the R1 and a base price of approximately $45,000. Production is planned to scale from one shift in 2026 to three shifts by 2027, reaching an installed capacity of 155,000 units.
- The R1 program and commercial vans are now variable margin positive, with Q3 cost of goods sold per unit at roughly $96,000. The company anticipates considerable ongoing growth in its profitable software and services segment, supported by the Volkswagen joint venture and various subscriptions.
- Rivian ended Q3 with $7.1 billion in cash and equivalents and expects to receive an additional $2 billion from the Volkswagen JV in 2026, along with access to a DOE loan of up to $6.6 billion for its Georgia facility. However, working capital is expected to be a drag in 2026 due to the R2 ramp.
Nov 19, 2025, 4:25 PM
Rivian Discusses R2 Production, Financial Outlook, and Software Growth at Barclays Conference
RIVN
Product Launch
New Projects/Investments
Guidance Update
- Rivian's R2 program, with a base price of approximately $45,000, is expected to have half the material cost of an R1. Manufacturing builds for R2 will begin by the end of this year, with commercial serial production slated for H1 2026.
- The company plans to ramp R2 production to an installed capacity of 155,000 units across three shifts by 2027, starting with one shift in 2026 and adding a second in H2 2026.
- Rivian reported $7.1 billion in cash and equivalents at the end of Q3. It expects to receive an additional $2 billion from the Volkswagen Group joint venture in 2026 and $500 million between 2027 and January 2028.
- The R1 program is variable margin positive, as are the commercial vans. Rivian anticipates considerable growth in its software and services segment, supported by the Volkswagen Group JV and subscriptions.
- The R2 is designed for global markets, with plans to export to Europe, benefiting from a reduction in tariffs on US-exported vehicles to Europe from 10% to 0%.
Nov 19, 2025, 4:25 PM
Rivian Details R2 Production, Financial Outlook, and Software Growth
RIVN
Product Launch
New Projects/Investments
Guidance Update
- Rivian will host an Autonomy and AI Day on December 11 to showcase its progress in autonomous programs, future hardware roadmap, and software trajectory.
- The R1 program is now variable margin positive, and commercial vans have been variable margin positive for some time, benefiting from renegotiated costs and next-generation technologies.
- The upcoming R2 program is projected to have roughly half the material cost of an R1 and a base price of approximately $45,000. Commercialized serial production is expected in the first half of 2026, with an installed capacity of 155,000 units across three shifts.
- Rivian anticipates considerable ongoing growth in its software and services segment, driven by its joint venture with Volkswagen and subscription offerings, which is a key component for achieving EBITDA positive.
- The company ended Q3 with $7.1 billion in cash and equivalents and expects to receive an additional $2.5 billion from the Volkswagen joint venture by early 2028. A working capital drag is expected in 2026 due to the R2 ramp.
Nov 19, 2025, 4:25 PM
Volkswagen revises India EV investment and strategy
RIVN
New Projects/Investments
M&A
- Volkswagen has reduced its electric vehicle (EV) investment in India from $1 billion to $700 million.
- The company is actively seeking a local partner to share costs and risks, following the collapse of previous talks with Mahindra & Mahindra.
- This strategic recalibration aims to accelerate localization, improve competitiveness, and adapt to India's price-sensitive market, with plans to launch its first India-specific EV around 2028.
- The investment reduction reflects broader global investment caution and the need to secure a reliable Indian partner for internal approvals and additional funding.
Nov 19, 2025, 2:45 AM
Rivian and Volkswagen JV Develops EV Tech, Plans Sales
RIVN
New Projects/Investments
Product Launch
- Volkswagen AG and Rivian Automotive Inc. have formed a joint venture, RV Tech, to develop advanced electric vehicle (EV) electrical and software platforms. Volkswagen has committed up to $5.8 billion in investment by 2027 as part of this partnership.
- The joint venture's technology, the Scalable Systems Platform (SSP), is designed to be scalable across multiple brands and vehicle segments, with Volkswagen's ID.1 expected to launch in 2027 and Rivian's R2 SUV in the first half of next year.
- RV Tech currently employs over 1,500 people across the US, Europe, and Canada, and the companies intend to sell the developed technology to other automakers in the future.
Nov 12, 2025, 12:05 PM
Rivian Automotive, Inc. Announces New CEO Compensation Structure
RIVN
Executive Compensation
New Projects/Investments
- Rivian Automotive, Inc. granted its CEO, Dr. Robert J. Scaringe, a new 2025 CEO Award on November 6, 2025, consisting of an option to purchase up to 36,500,000 shares of Class A Common Stock, which replaces a previously disclosed 2021 award.
- The award has an exercise price of $15.22 per share and is entirely at-risk, vesting upon the achievement of rigorous performance goals including stock price hurdles ranging from $40 to $140 for up to 22,000,000 shares, and full-year adjusted operating income and cash flow from operations targets for up to 7,250,000 shares each.
- Vesting of the options tied to stock price under the 2025 CEO Award could reflect nearly $153 billion in incremental stockholder value.
- Additionally, Dr. Scaringe's annual base salary was increased from $1,000,000 to $2,000,000, and he received a Profits Interest Award of 1,000,000 common units in Mind Robotics, LLC, providing up to a 10% economic interest.
Nov 7, 2025, 9:01 PM
Quarterly earnings call transcripts for Rivian Automotive, Inc. / DE.
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