Image source: The Motley Fool. DATE Wednesday, July 29, 2026 at 5:00 p.m. ET CALL PARTICIPANTS - Vice President, Investor Relations - Stacy Feit - Co-Founder and CEO - Chris Urmson - CFO - David Maday Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS - Revenue -- $2 million, reflecting commercial loads from both driverless and vehicle operator-supervised operations. - Full Year Revenue Guidance -- $14 million to $16 million, representing growth of approximately 400% at the midpoint compared to the previous year. - Operating Loss -- $266 million, which included $60 million in stock-based compensation during the second quarter. - Cash Use -- $225 million in operating cash, including $63 million in cash bonus payments funded through the at-the-market program. - Cash Liquidity -- nearly $1.2 billion in cash and short-term investments, including $215 million in net proceeds from the issuance of 30 million shares. - Capital Expenditures -- $31 million for the quarter, with full year guidance of approximately $150 million to support the capacity plan. - Driverless Mileage -- nearly 440,000 miles completed since launch through the end of June, maintaining 100% on-time performance and zero attributed collisions. - Cumulative Commercial Miles -- more than 6 million miles driven through June 30, 2026, across the company's autonomous operations. - Fleet Guidance -- 20 to 25 driverless trucks in operation by the end of the third quarter, scaling to more than 200 trucks by the end of 2026. - Revenue Run Rate -- $80 million expected by the end of 2026, primarily driven by the scaling of the Transportation as a Service (TaaS) fleet. - Hardware Cost Efficiency -- a reduction of more than 50% in hardware costs for the second-generation kit, supporting the path to breakeven gross margins. - LiDAR Performance -- the