Aurora Innovation, Inc. Class A Common Stock Investor Day 2026

Okay. Can I get everybody's attention, please? Can anybody hear me? Hello. We are going to start in about less than 5 minutes, so if everybody in the room could take their seats, that would be fabulous. We are live streaming, so we want to make sure to start on time for those folks. We can hear you. I know. I just heard that. Very good. Good morning, everyone. I am Stacy Feit, Vice President of Investor Relations, and on behalf of the entire Aurora team, welcome to our 2026 Analyst and Investor Day. The last time we got this group together was 2 and a half years ago. I want to thank everybody in Dallas here who joined us then, and who came now to come out to Dallas.

We know how much time it takes out of your schedule, and we really appreciate it, and we want to thank everyone online as well. Back 2 and a half years ago, we were in the process of closing our Safety Case for commercial launch. Today, we have our second-generation trucks operating driverlessly on the road every day. It has been quite the journey. We have made such tremendous progress and are in such a different place today, and we really want to thank everybody for being on the journey with us this time. We have a really great program set up for you today that will show you how Aurora is driving the inflection in autonomous trucking. As far as our agenda goes, our Co-founder and CEO, Chris Urmson, will set the stage for the day. Our President, Ossa Fisher, will then detail why our commercial flywheel is accelerating.

She will then host a driverless customer panel that brings together executive leadership from some of our customers, including Detmar Logistics, McLane, and Werner, and they will give you their first-hand experience hauling commercial freight with the Aurora Driver. From there, Sandor Barna, Senior Vice President of Hardware Products, will outline our multi-platform path to scale. He will then host our partnership ecosystem panel, which will feature partners from our OEMs, our tier 1 and upfitting partners, including Volvo, PACCAR, AUMOVIO, and Roush. They are going to show you how this all comes together. Next, CFO David Maday will host a fireside chat with one of our key insurance partners, Apollo. We know liability and insurance is top of mind for many of those in the investment community, so I think that will be a really exciting conversation. Dave will then walk you through our path to scaled economics.

We will bring the presentation portion to a close with some closing remarks from Chris before opening a Q&A. Also note, we have built in some brief windows for Q&A during all of the panels in the fireside chat, so there should be ample time for questions. Then finally, for the most exciting part of the day, I am obviously a bit biased, but most of our attendees here will have the opportunity to participate in a driverless ride-along on public roads, seeing the Aurora Driver in action with nobody behind the wheel. Now, before we dive in, we have the usual housekeeping item to cover. This is the most boring part of the day. You know the drill. I need to quickly read this. I need to note that we will be making forward-looking statements.

These statements are based on assumptions and beliefs as of today and are subject to risks and uncertainties that could cause actual results to differ materially. Please refer to the risk factors and other disclosures in our most recent 10-K and our other filings with the SEC. Our discussion today may also include non-GAAP financial measures. These non-GAAP measures should be considered in addition to and not substitute for or in isolation from our GAAP results. Now, let's get into the fun stuff. Enjoy. How does the world change?

This is information can bring a new dignity to mankind.

Two ways. Let's travel into the future.

Little by little. What will we see?

Then all at once. Change sprouts from ideas once thought impossible, addressing collective problems holding back modern society.

We are about to take off on the highway of tomorrow.

Progress isn't linear. It takes resilience and conviction on top of innovation.

It's going to take someone with a spirit of adventure.

The biggest leaps don't take shortcuts. They're built for the long haul. Aurora is revolutionizing how goods move, ready to strengthen a $1 trillion U.S. market.

Once they found that the idea would work, they began to improve it, refine it.