Aurora (AUR) Is Scaling Driverless Trucks. Can Revenue Catch Up With the Spending?

It also poses a harder financial test: commercial revenue stays small while development and operating costs need heavy funding.

The question is whether driverless freight can become an economic business before shareholders face another demanding round of financing.

Aurora Innovation, Inc. (NASDAQ:AUR)'s July results announcement described a new driverless fleet using International LT vehicles and second-generation hardware.

Revenue Has Begun, but the Gap Remains Large Aurora's second-quarter shareholder letter reported $2 million in revenue from driverless and vehicle-operator-supervised commercial loads.

Aurora's operating progress makes it worth watching, but the evidence does not yet support a broad buying recommendation.