合作与生产计划 - Kodiak Robotics与Roush Industries合作从2025年下半年开始在密歇根州Livonia工厂规模化改装配备Kodiak Driver的自动驾驶卡车[1] - Roush承诺开设专门生产线用于改装配备Kodiak模块化硬件的卡车包括SensorPods、AI计算单元和安全控制系统[3] - 首个改装项目预计为Kodiak客户Atlas Energy Solutions的车辆延续双方自2024年12月开始的无人驾驶运营[1] 技术优势与制造能力 - Kodiak Driver采用模块化设计兼容不同车型配置包括多种驾驶室类型、车轴设置和重型应用场景[5] - Roush拥有近50年产品开发经验在系统集成、制造和改装复杂车辆(含自动驾驶)方面具备专业能力[4] - 合作将建立灵活制造流程支持从限量生产到全面部署的过渡满足卡车行业多样化需求[4][5] 市场里程碑与战略规划 - Kodiak在2024年12月成为首家向客户交付无人驾驶半挂卡车的公开公司[5] - 公司计划通过与Ares Acquisition Corporation II合并于2025年下半年上市加速进入4万亿美元规模的全球卡车市场[5] - Kodiak Driver已投入商业运营服务于货运和公共部门客户包括国家安全和政府关键应用[7] 公司背景 - Kodiak Robotics成立于2018年专注AI自动驾驶技术旨在解决供应链运输难题[6] - Roush为航空航天、国防等领域提供全周期产品开发服务以解决复杂工程挑战著称[8]

Aurora Innovation (AUR) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Stacy Feit - Vice President - Head of Investor RelationsChris Urmson - CO-Founder, Chairman & CEOSterling Anderson - Co-Founder, Chief Product Officer & DirectorDavid Maday - Chief Financial OfficerRavi Shanker - Managing DirectorChris Mcnally - Head of Global Auto & Mobility ResearchColin Rusch - Managing Director - Head of Sustainable Growth & Resource Optimization ResearchCole Couzens - Senior Equity Research Asso ...

Aurora Innovation (AUR) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Please stand by. Your program is about to begin. If you need audio assistance during today's program, please press 0. Good day, everyone, and welcome to today's Aurora First Quarter twenty twenty five Business Review Call. Please note this call is being recorded. It is now my pleasure to turn the call over to Ms. Stacy Fight, VP of Investor Relations. Speaker1 Thanks, Shana. Good afternoon, everyone, and welcome to our first qua ...