NASDAQ$AUR

Aurora Innovation Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Aurora demonstrated fiscal discipline and progressed towards commercial launch.

Aurora Innovation reported a net loss of $208 million for Q3 2024. The company raised $483 million in gross proceeds from a public offering, ending the quarter with approximately $1.4 billion in cash, short-term and long-term investments.

  • Commercial launch is expected in April 2025.
  • The Autonomy Readiness Measure (ARM) reached 97% at the end of October.
  • 80% of commercial loads on the Dallas to Houston launch lane had a 100% API.
  • The company raised nearly half a billion dollars, extending the financial runway into 2026.

Headline financials

Total Revenue

$0.00

Previous: $0.00
EPS (adj)

-$0.13

Previous: -$0.13+0.0%
Capital Expenditures

-$7M

Previous: -$5M-40.0%
Net Income

-$208M

Previous: -$190M-9.5%
Operating Income

-$196M

Previous: -$212M+7.5%
Gross Profit

-$11M

Previous: -$12M+8.3%
R&D Expense

$169M

Previous: $182M-7.1%
Stock-Based Comp

$35M

Previous: $41M-14.6%

Revenue & EPS history

Aurora · Revenue · Quarterly

$0

Q3 2024
Beat estimate in 4 of 10 quarters(40%)
ActualEstimate

Forward guidance

Aurora anticipates a commercial launch in April 2025 and expects cash use for Q4 2024 to be within the $175 - $185 million quarterly average range, with 2025 quarterly average cash use expected to be in this range as well.

Tailwinds

  • Commercial launch expected in April 2025.
  • Plan to extend Fort Worth to El Paso lane to Phoenix in 2025.
  • Expect to begin commercial pilots for customers between Fort Worth and Phoenix in the first half of 2025.
  • Integrated several new, Aurora Driver-equipped Volvo VNL Autonomous trucks into our fleet.
  • Teams are preparing to start initial testing in the first half of 2025 as we continue to progress toward the start of production planned for 2027.

Headwinds

  • Commercial launch is modestly later than intended.
  • Expect to deploy up to 10 driverless trucks in commercial operations during launch.
  • Early efforts will be focused on exercising the full product suite to ensure a seamless product launch.
  • Net loss of $208 million.
  • Cash use for Q4 2024 is expected to be within the $175 - $185 million quarterly average range.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-0.7%

Avg return

Earnings day

+2.5%

Avg return

5 days after

-7.1%

Avg return

30 days after

18%

4 / 22 earnings

Positive

+46.0%

Q4 2024

Best reaction

-24.7%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.3%-0.8%-13.5%
Q4 2025-3.2%+3.9%-6.4%
Q3 2025-1.5%-2.9%-19.4%
Q2 2025+0.0%+6.4%-2.8%
Q1 2025-5.9%-11.5%-24.3%
Q4 2024+46.0%+46.8%+8.1%
Q3 2024-24.7%-19.7%-6.4%
Q1 2024+6.5%-10.9%-32.7%
Q4 2023+0.7%-4.9%-27.0%
Q3 2023+9.7%+12.0%+38.3%
Q2 2023-7.8%-8.4%-4.2%
Q1 2023+0.0%+7.4%+6.7%
Q4 2022-2.3%+2.9%-28.0%
Q3 2022-3.8%-11.5%-30.8%
Q4 2019-2.2%-7.3%-13.0%
Q2 2022-3.3%-5.1%-11.0%
Q1 2022-0.2%-8.4%-25.9%
Q2 2021-13.4%+2.8%+6.0%
Q4 2021-5.6%-5.4%-3.2%
Q3 2021-1.6%+71.1%+32.2%
Q1 2021-0.8%-0.6%+1.1%
Q4 2020-0.8%-0.6%+1.1%

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