AUR

Route Network & Service Footprint Expansion

Cluster Description

Commitments that expand the geographic footprint and operational lanes of the driverless freight network; newer route launches supersede earlier validation targets.

Commitments

• October 28, 2025: Launch a second commercial driverless trucking lane from Fort Worth to El Paso (600 miles) for customers including Hirschbach Motor Lines and Russell Transport, superseding the July 31, 2025 plan that only targeted validation of this corridor by year-end.
• July 31, 2025: Validate driverless operations between Fort Worth and El Paso and extend to Phoenix by the end of 2025 to cut single-driver transit time in half on Fort Worth–Phoenix, which is partially superseded by the October 28, 2025 El Paso launch now in service.
• July 30, 2025: Open a new terminal in Phoenix (opened June 2025) to support autonomous trips and reduce transit times on the Fort Worth–Phoenix lane.
• July 31, 2025: Achieve more than 20,000 safe driverless miles by the end of June 2025 as part of the initial commercial rollout on public roads.
• May 09, 2025: Expand commercial driverless operations from two trucks to “tens of trucks” by the end of 2025 to meet growing demand.
• May 01, 2025: Launch the commercial self-driving trucking service in Texas with plans to expand to El Paso and Phoenix by the end of 2025.

Safety, Capability, Regulatory & Workforce Readiness

Cluster Description

Commitments that strengthen safety assurance, broaden operating capabilities (night and weather), enhance transparency, advance regulatory frameworks, and develop workforce capacity; newer validations of capability supersede earlier plans.

Commitments

• October 28, 2025: Begin hauling freight without a partner-requested observer in Q2 2026 contingent on completing a closed safety case for the International LT Series fleet, advancing operational autonomy beyond current requirements.
• July 31, 2025: Validate and begin night driverless operations within three months of launch to more than double truck utilization potential, superseding earlier capability plans.
• July 31, 2025: Target validation of driverless operations in more challenging weather by the end of 2025 to handle almost all observed Sunbelt conditions.
• July 30, 2025: Launch Aurora Driver Live, a public livestream of self-driving truck operations, to enhance transparency around safety and reliability.
• May 09, 2025: Reach 100% on the Autonomy Readiness Metric and complete the driverless Safety Case in April 2025, setting a benchmark for safety and transparency.
• May 08, 2025: Deliver a seamless product experience with 95% of production-release loads achieving a 100% Autonomy Performance Indicator (API), demonstrating operational quality.
• May 01, 2025: Maintain consistent transparency and collaboration with FMCSA, NHTSA, TxDOT, and other safety bodies as new routes open.
• February 13, 2025: Plan to expand product capabilities to include night driving and rainy conditions beginning in 2H 2025, later validated for night operations by July 31, 2025.
• July 31, 2025: Support federal legislation via the AMERICA DRIVES Act to establish a national framework for self-driving trucks and modernize safety protocols.
• July 31, 2025: Build the autonomous technician workforce through apprenticeships and upskilling programs in partnership with educators and industry groups.

Hardware, Platforms & Industrialization

Cluster Description

Commitments to reduce hardware cost, scale manufacturing, and integrate across OEM platforms; the October 2025 roadmap updates earlier timing on next-gen kit introduction.

Commitments

• October 28, 2025: Introduce next-generation Aurora Driver hardware ready for 2026 deployment to cut overall hardware cost by 50%, double FirstLight Lidar range to 1,000 meters, and improve durability to 1+ million miles—updating the February 13, 2025 plan that aimed for a late-2025 introduction.
• October 28, 2025: Jointly develop highly scalable hardware with AUMOVIO with production slated for 2027 to enable deployment of tens of thousands of trucks.
• October 28, 2025: Expand cross-platform integration of the common-core Driver hardware across Volvo VNL Autonomous, International LT Series, and PACCAR platforms via lineside and facility testing.
• October 28, 2025: Add International LT Series Class 8 vehicles to increase customer driverless capacity in 2026 pending completion of the fleet-specific closed safety case.
• July 31, 2025: Advance second- and third-generation commercial hardware kits to drive cost reductions, with third-generation scaling targeted for 2027.
• February 13, 2025: Integrate NVIDIA DRIVE Thor into the Aurora Driver via the Continental partnership with production samples in 1H 2025 and mass manufacturing starting in 2027 to underpin large-scale deployment, building on the January 6, 2025 partnership announcement.
• December 12, 2024: Open a 78,000 sq ft lidar R&D and testing facility in Bozeman, Montana to accelerate FirstLight Lidar development and manufacturing readiness.

Customer Systems & TMS Integration

Cluster Description

Commitments to embed autonomous trucking into customers’ existing Transportation Management Systems (TMS) for seamless adoption; August 2025 announcements set up a 2026 rollout.

Commitments

• September 21, 2025: Participate in McLeod’s User Conference to share partnership and integration updates with approximately 1,200 customers.
• August 28, 2025: Partner with McLeod Software to create the industry’s first Transportation Management System specifically integrated for autonomous trucks to ease adoption for mutual customers.
• August 28, 2025: Implement API integration so McLeod customers can tender loads, dispatch, bill, and gain real-time visibility into autonomous operations without added workflow complexity.
• August 28, 2025: Begin beta testing the integrated features now with a formal rollout to McLeod customers planned in 2026.
• August 28, 2025: Deliver a premium, customer-centric product experience by meeting fleets inside their existing TMS environments to accelerate autonomous adoption.

Commercial Model, Operations Control & Capital Strategy

Cluster Description

Commitments covering the Driver-as-a-Service (DaaS) business model, early-operations control, and disciplined capital management; July 2025 updates refine earlier 2025 guidance.

Commitments

• July 31, 2025: Launch Aurora Driver for Freight as a driverless trucking subscription service with revenue recognition in Q2 2025 under a fee-per-mile DaaS model.
• July 31, 2025: Operate logistics services with a fleet equipped with the Aurora Driver during early commercialization to refine processes and playbooks before scaling with partners, refining the February 14, 2025 approach.
• July 31, 2025: Maintain strong fiscal discipline with expected quarterly cash use of $175–$185 million for the remainder of 2025 and focus on liquidity runway through Q2 2027.
• July 31, 2025: Maintain sufficient liquidity to meet working capital and capex needs for at least twelve months from the report date while opportunistically raising additional capital.
• May 09, 2025: Plan to raise $650–$850 million prior to expected positive free cash flow by 2028 to preserve financial flexibility.
• April 30, 2025: Raise $70 million through the ATM program in Q1 2025 to support development and commercialization.
• February 14, 2025: Engage OEM, Tier 1, and fleet partnerships to support manufacturing, financing, and operational services for DaaS commercialization.