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 Meets 2025 Guidance, Q4 Deliveries Fall
RIVN
Guidance Update
Product Launch
Demand Weakening
- Rivian produced 10,974 vehicles and delivered 9,745 in Q4 2025, bringing full-year production to 42,284 and deliveries to 42,247, which met its revised annual guidance.
- Q4 deliveries fell sharply year-over-year, and full-year deliveries declined about 18% from 2024, raising inventory and demand concerns as production outpaced deliveries in Q4.
- The company faces material profitability and liquidity challenges, including negative operating and net margins, a thin gross margin of roughly 3.33%, and a weak Altman Z-Score.
- Rivian plans to launch a lower-priced R2 SUV in early/first-half 2026, targeting a $45,000 mass-market price, with the R2 program expected to support annual capacity of up to about 155,000 units.
- Rivian's market capitalization is reported at about $24.16 billion, with trailing-12-month revenue of $5.835 billion. The company has scheduled its Q4 and full-year 2025 results release for February 12, 2026.
3 days ago
Rivian Announces Q4 and Full Year 2025 Production and Delivery Figures and Earnings Release Date
RIVN
Earnings
Guidance Update
- Rivian produced 10,974 vehicles and delivered 9,745 vehicles in the fourth quarter of 2025.
- For the full year 2025, the company produced 42,284 vehicles and delivered 42,247 vehicles.
- Both the fourth quarter and annual figures were in line with Rivian's expectations.
- Rivian will release its fourth quarter and full year 2025 financial results on February 12th, 2026.
3 days ago
Rivian Announces Q4 and Full Year 2025 Production and Delivery Figures and Financial Results Release Date
RIVN
Earnings
Guidance Update
- Rivian Automotive, Inc. reported Q4 2025 production of 10,974 vehicles and deliveries of 9,745 vehicles.
- For the full year 2025, Rivian produced 42,284 vehicles and delivered 42,247 vehicles, with both quarterly and annual figures aligning with the company's expectations.
- The company is scheduled to release its fourth quarter and full year 2025 financial results on February 12, 2026, after market close.
3 days ago
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
Quarterly earnings call transcripts for Rivian Automotive, Inc. / DE.
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