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Aurora10-K: Customer concentration

Go-to-market strategy relies on key partnerships with PACCAR, Volvo, Toyota, and Uber.

What happened

Aurora's commercial success is highly dependent on a small number of strategic partners who provide the vehicles (PACCAR, Volvo, Toyota) and network access (Uber). The success or failure of these specific relationships directly impacts Aurora's ability to scale and generate revenue.

Source

SEC EDGARFeb 11, 2026

Annual report (Form 10-K)

Aurora 10-K for FY2025

Filing excerpt

In January 2021, we entered into a global strategic partnership with PACCAR.

sec.gov/Archives/edgar/data/1828108/000182810826000016/aur-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Customer concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 11, 2026

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The full record

From the Signal API record

Details

CIK
1828108
Accession number
0001828108-26-000016
Timeframe
Multi year
Filing year
2026
Why it matters
Diversification strategy
Signal category
Market

Topics and mentions

Vendors

  • PACCAR
  • Uber
  • Toyota
  • DENSO
  • Volvo Group

Regions named

  • North America

Extraction

Confidence
High
Relevance
90%
Sentiment
Neutral
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
customerConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/ce0280eb-216d-4550-9778-dc5d1cd632bd returns this record as JSON. POST /v1/companies/enrich returns every signal for aurora.tech.

{
  "signal_id": "ce0280eb-216d-4550-9778-dc5d1cd632bd",
  "signal_type": "sec-10k",
  "signal_subtype": "customerConcentration",
  "detected_at": "2026-02-17T06:38:10.63+00:00",
  "company": {
    "name": "Aurora",
    "domain": "aurora.tech"
  },
  "data": {
    "detail": "Aurora's commercial success is highly dependent on a small number of strategic partners who provide the vehicles (PACCAR, Volvo, Toyota) and network access (Uber). The success or failure of these specific relationships directly impacts Aurora's ability to scale and generate revenue.",
    "metrics": {
      "timeframe": "multi_year"
    },
    "summary": "Go-to-market strategy relies on key partnerships with PACCAR, Volvo, Toyota, and Uber.",
    "excerpts": "In January 2021, we entered into a global strategic partnership with PACCAR.",
    "relevance": 0.9,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1828108/000182810826000016/aur-20251231.htm",
    "filing_date": "2026-02-11",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Diversification strategy",
    "signal_category": "market",
    "regions_mentioned": [
      "North America"
    ],
    "vendors_mentioned": [
      "PACCAR",
      "Uber",
      "Toyota",
      "DENSO",
      "Volvo Group"
    ]
  }
}

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