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What Aurora Innovation promised, and what happened

Guidance Tracker · every commitment management made on a call, tracked from the quarter it was made

Guidance

What management said, and what became of it

12 of 14 judged targets kept · 20 open · verdicts reflect calls analysed to Jun 2026.

TargetOriginal wordingSaidLatest callVerdict
Cash runwayFund operations into the second half of 2026Dec 2024Jun 2026:In turn, we ended the quarter with a very strong balance sheet, including nearly $1.2 billion in cash and short-term investments.
Call transcript, Jun 2026 · no direct link
Achieved
AUMOVIO facility expansion completionComplete constructionMar 2026Jun 2026:Our partnership with AUMOVIO is intended to support tens of thousands of trucks. We look forward to testing these systems in the coming quarters ahead of AUMOVIO's planned start of production in the second half of 2027.
Call transcript, Jun 2026 · no direct link
On Track

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

The full ledger

Open Aurora Innovation’s full ledger

A free account opens 5 company ledgers a month. All 34 tracked commitments, with each call’s wording and source.

The rest of the ledger

Pro opens all 34 tracked commitments for Aurora Innovation

Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.