Aurora Innovation Inc-A 2026年季度报告

SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) For the quarterly period ended March31, 2026 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 001-40216 Aurora Innovation, Inc. (Exact name of registrant as specified in its charter) Delaware98-1562265(State or other jurisdiction ofincorporation or organization)(I.R.S. EmployerIdentification No.)1654 Smallman St., Pittsburgh, Pennsylvania15222(Address of Principal Executive Offices)(Zip Code) (888) 583-9506 Registrant's telephone number, including area code Securities registered pursuant to Section 12(b) of the Act: Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by Section 13 or 15(d) of the SecuritiesExchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports);and (2) has been subject to such filing requirements for the past 90 days. YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submittedpursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that theregistrant was required to submit such files). YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, or a smallerreporting company. See the definitions of “large accelerated filer,” “accelerated filer” and “smaller reporting company” in Rule 12b-2of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period forcomplying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Act). YesNo The registrant had outstanding 1,653,863,906 shares of Class A common stock and 307,339,183 shares of Class B common stock as ofApril29, 2026. Table of Contents Part I - Financial InformationItem 1.Financial StatementsItem 2.Management's Discussion and Analysis of Financial Condition and Results of OperationsItem 3.Quantitative and Qualitative Disclosures About Market RiskItem 4.Controls and Procedures Part II - Other InformationItem 1.Legal ProceedingsItem 1A.Risk FactorsItem 2.Unregistered Sales of Equity Securities and Use of ProceedsItem 3.Defaults Upon Senior SecuritiesItem 4.Mine Safety DisclosuresItem 5.Other InformationItem 6.ExhibitsSignatures 2222222222222324 CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS This Quarterly Report on Form 10-Q (this “Quarterly Report”) contains forward-looking statements within the meaning of thefederal securities laws, which statements involve substantial risks and uncertainties. Forward-looking statements generally relate tofuture events or our future financial or operating performance. In some cases, you can identify forward-looking statements becausethey contain words such as “may,” “might,” “possible,” “will,” “should,” “expect,” “plan,” “anticipate,” “could,” “intend,” “target,”“project,” “contemplate,” “believe,” “estimate,” “predict,” “potential” or “continue” or the negative of these words or other similarterms or expressions that concern our expectations, strategy, plans or intentions. Forward-looking statements contained in thisQuarterly Report include statements about: •our ability to commercialize the Aurora Driver safely, quickly, and broadly on the timeline we expect;•the safety benefits of our technology and product;•the market for autonomous vehicles and our market position;•our ability to compete effectively with existing and new competitors;•our ability to maintain the listing of our Class A common stock and warrants on Nasdaq;•our ability to raise financing in the future;•anticipated trends, growth rates, and challenges in our business and in the markets in which we operate;•our ability to effectively manage our growth and future expenses;•the sufficiency of our cash and cash equivalents to meet our operating requirements;•our success in retaining or recruiting, or changes required in, our officers, key employees or directors;•the impact of the regulatory environment and complexities with compliance related to such environment;•our ability to successfully collaborate with business partners, including our ability to secure supply and/or upfit vehicles fordeployment;•our business partners' ability to source materials for, manufacture and upfit vehicles for deployment of the Aurora Driver atscale;•the anticipated benefits from our relationships with our partners and customers;•our ability to obtain, maintain, protect and enforce our intellectual property;•economic and industry trends or trend analysis;•the benefits of the