AUR

Aurora Innovation, Inc. (AUR) Analyst/Investor Day Transcript

Aurora Innovation NASDAQ: AUR used its 2026 Analyst and Investor Day to outline plans to expand its driverless trucking operations, scale hardware production and pursue an asset-light Driver-as-a-Service model aimed at supporting more than 30,000 trucks by 2030.

Aurora Innovation took CNBC on a three-hour ride in an autonomous semitruck in Texas. Chris Urmson, Aurora founder and CEO, told CNBC that Aurora is targeting positive free cash flow by 2028, driven by a substantial increase in the number autonomous trucks on the road.

Aurora Innovation NASDAQ: AUR is preparing to expand its autonomous-trucking operations through a second-generation hardware rollout, a planned transition toward a driver-as-a-service model and additional manufacturing relationships, Co-founder and CEO Chris Urmson said at the Morgan Stanley Laguna conference.

Aurora Innovation, Inc. (AUR) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

Aurora Innovation, Inc. (AUR) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript

PITTSBURGH--(BUSINESS WIRE)---- $AUR #AutonomousVehicles--Aurora Innovation, Inc. (NASDAQ: AUR) today announced it will host an Analyst & Investor Day on September 23, 2026, in Dallas. The company will share how it is scaling at a critical inflection point for the autonomous trucking industry. Keynote presentations and panels are scheduled to begin at 8:45 a.m. Central time and are expected to conclude at 11:00 a.m. Central time. Due to limited capacity, in-person attendance is by invitation only. The event will be web.

Aurora Innovation's peers differ by freight class, road type, and commercial stage; those closest to its long-haul lane still trail it. AUR's lead rests on ~440,000 driverless miles, factory integration with Volvo and International, and no collisions attributed to its self-driving system. A "what would have to be true" analysis implies AUR needs only ~0.6% of the US combination-truck fleet by 2030 to return 20% annualized.

Aurora Innovation, Inc. (AUR) Discusses AI Advancements, Commoditization Concerns, and Defensibility in Autonomous Trucking Transcript

Aurora Innovation NASDAQ: AUR executives said the company expects to reach at least 200 commercially operating, fully driverless trucks on public roads in 2026, supported by contracted capacity and growing customer demand for its Driver-as-a-Service offering.