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Mountain View Today
By the People, for the People
Aurora Innovation Highlights Driverless Trucking Expansion in Q4 Earnings Call
The autonomous vehicle company reports rapid progress in commercial operations and plans to scale driverless trucks in 2026.
Published on Feb. 12, 2026
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In its Q4 2025 earnings call, Aurora Innovation CEO Chris Urmson described the past year as a 'defining year' for the company, highlighting the launch of the first driverless commercial trucking operations on U.S. public roads, rapid expansion of its operating domain, and plans to scale its driverless truck fleet to over 200 vehicles by the end of 2026.
Why it matters
Aurora's progress in deploying its autonomous driving technology for commercial trucking operations represents a significant milestone in the development of self-driving vehicles. As the company expands its driverless capabilities and routes, it could have major implications for the logistics and transportation industry, potentially improving efficiency, safety, and costs.
The details
Key highlights from the earnings call include: the Aurora Driver surpassing 250,000 driverless miles with 100% on-time performance and a perfect safety record; expansion of autonomous operations to a major trade corridor between Dallas and Laredo; new customer agreements like the one with Detmar Logistics; and plans to launch a new fleet of driverless trucks in Q2 2026 that will enable operations without a partner-requested observer.
- In January 2026, the Aurora Driver surpassed 250,000 driverless miles.
- Aurora began supervised autonomous operations on the Dallas-Laredo route in Q4 2025 and is targeting driverless validation 'this quarter'.
- Aurora plans to launch a new fleet of driverless trucks in the second quarter of 2026.
- Aurora expects to exit 2026 with more than 200 driverless trucks in operation.
The players
Chris Urmson
CEO of Aurora Innovation, a technology company specializing in the development of self-driving vehicle systems.
David Maday
CFO of Aurora Innovation.
Aurora Innovation
A technology company headquartered in Mountain View, California that is developing an end-to-end autonomous driving platform known as the Aurora Driver.
Volvo
A global automotive manufacturer that is partnering with Aurora Innovation on the industrialization of autonomous trucks.
PACCAR
A major manufacturer of commercial vehicles that is also partnering with Aurora Innovation on autonomous trucking.
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.
