Aurora Innovation Highlights Driverless Trucking Milestone in Q4 Earnings Call

Company reports rapid expansion of autonomous operations and commercialization plans for 2026 and beyond.

Published on Feb. 11, 2026

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In its Q4 2025 earnings call, autonomous vehicle company Aurora Innovation highlighted the launch of its first driverless commercial trucking operations on U.S. public roads, rapid progress in expanding its operating domain, and plans to scale its driverless fleet to over 200 trucks by the end of 2026.

Why it matters

Aurora's advancements in driverless trucking represent a significant milestone for the autonomous vehicle industry, showcasing the company's ability to safely and reliably operate self-driving trucks on major transportation corridors. This could have far-reaching implications for the future of commercial logistics and the broader adoption of autonomous technologies.

The details

Key highlights from the earnings call include: Aurora's Aurora Driver surpassing 250,000 driverless miles with 100% on-time performance and a perfect safety record; expansion of driverless operations to include inclement weather and multi-lane capabilities across a 1,000-mile route; the start of supervised autonomous operations at customer facilities; plans to launch a new fleet of driverless trucks without the need for a ride observer; and progress on partnerships with OEMs like Volvo and PACCAR to industrialize the Aurora Driver technology.

  • In January 2026, the Aurora Driver surpassed 250,000 driverless miles.
  • Aurora began supervised autonomous operations on a 400-plus-mile route between Dallas and Laredo, targeting driverless validation this quarter.
  • Aurora expects to launch its second-generation 'Harbor' hardware kit and a new fleet of driverless trucks in the coming months.
  • Aurora plans to exit 2026 with more than 200 driverless trucks in operation.
  • Aurora expects to reach break-even gross margin on a run-rate basis exiting 2026.

The players

Chris Urmson

CEO of Aurora Innovation.

David Maday

CFO of Aurora Innovation.

Aurora Innovation

An autonomous driving company specializing in the development of self-driving vehicle systems for passenger and commercial applications.

Volvo

A Swedish multinational manufacturer of commercial vehicles, including trucks, that has partnered with Aurora Innovation.

PACCAR

An American multinational corporation that designs and manufactures light, medium, and heavy-duty trucks, and has partnered with Aurora Innovation.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

The judge in the case will decide on Tuesday whether or not to allow Walker Reed Quinn out on bail.

The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.