Rivian (RIVN) Q2 FY26 earnings call

Rivian commenced R2 deliveries in Q2 FY26, reporting strong customer engagement and better-than-expected reservation conversion for the launch edition. The company increased its full-year delivery guidance and improved its adjusted EBITDA loss outlook, despite facing ramp-up inefficiencies for R2 and rising input costs. Management remains focused on scaling R2 production, advancing its autonomy roadmap, and leveraging its vertically integrated technology for long-term profitability.