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Rivian Dips as Credits Fade, Pushing the H2 Delivery Ramp to the Test
business7 days ago

Rivian Dips as Credits Fade, Pushing the H2 Delivery Ramp to the Test

Rivian’s stock is down about 25% year-to-date as $164 million of regulatory credits that aided first-half margins are set to vanish in H2 2026. The company must deliver roughly 42,400–47,400 vehicles in the second half to meet its 65,000–70,000 annual target, with the Normal plant’s second shift not contributing until Q4. The removal of credits is the main driver of a steeper H2 EBITDA loss, even as the R2 ramp continues and some costs improve. Autonomy+ revenue remains unproven, and investors will watch Q3 results to see if automotive gross profit turns positive without credits and whether the delivery ramp can offset the credit decline.

via 24/7 Wall St.|
#business#ebitda#ev
Tesla Edges Rivian in Night Drive Self-Driving Test
technology8 days ago

Tesla Edges Rivian in Night Drive Self-Driving Test

Tesla’s Full Self-Driving (FSD) outperformed Rivian’s Autonomy+ in CNBC’s head‑to‑head test, especially on unmarked roads and in darkness; Rivian’s system, which requires painted lines and costs about $50/month (or $2,500 to own), lags Tesla on non‑highway and point‑to‑point driving. Neither system is fully autonomous or approved for hands‑free driving, and regulatory approval is still years away, with Chinese autonomous vehicles currently blocked from the US by tariffs.

via 24/7 Wall St.|
#autonomy#fsd#rivian
Rivian’s Autonomy+ challenges Tesla FSD, but city driving gaps persist
technology10 days ago

Rivian’s Autonomy+ challenges Tesla FSD, but city driving gaps persist

Rivian’s Autonomy+ shows strong highway hands-free driving and safety guardrails, pursuing parity with Tesla FSD, but nonhighway and city driving remain behind; Rivian plans lidar and point-to-point driving later, while Tesla already handles city streets in many cases; both require drivers to stay alert, with Rivian priced at $49.99/month or $2,500 upfront and Tesla at $99/month.

via CNBC|
#adas#auto-industry#autonomous-driving
Rivian Aims for 2027 Full Point-to-Point Autonomy
technology10 days ago

Rivian Aims for 2027 Full Point-to-Point Autonomy

Rivian outlined an Autonomy+ roadmap indicating point-to-point assisted driving will roll out in limited form later this year and expand to all owners by 2027, with the system remaining an eyes-on, driver-supervised setup. The company cites a shorter gap between Universal Hands Free and Point-to-Point, the Large Driving Model, and fleet miles behind the scenes as reasons for the timeline. The update also adds Lane Change on Command to all roads and displays traffic signals, signs, and cones on the driver screen, but details on who gets access first, target vehicles, or geographic rollout remain unclear.

via RivianTrackr|
#autonomy#point-to-point#rivian
Rivian Adds Optional Captain's Chairs to R1S, Expands Six-Seat Config for 2027 Refresh
automotive12 days ago

Rivian Adds Optional Captain's Chairs to R1S, Expands Six-Seat Config for 2027 Refresh

Rivian's 2027 refresh for the R1T and R1S retools trims and adds second-row captain's chairs to the R1S, enabling six or seven-seat layouts. Pricing starts at $85,885 for the R1S and $81,885 for the R1T (including destination), with EPA ranges unchanged at up to 410 miles for the R1S and 420 miles for the R1T. The six-seat setup lifts the price by roughly $4,000–$6,000 depending on trim and interior color; the captain's chairs slide, tilt, and fold flat and are heated with individual cup holders, while the bench seat remains limited to certain trims. A new Esker Silver color debuts, and a standard 20-inch wheel arrives on the R1T (optional on Performance).

via The Drive|
#automotive#captains-chairs#r1s
Rivian adds optional captain’s chairs to the R1S in 2027 refresh with up to $4,500 extra
transportation12 days ago

Rivian adds optional captain’s chairs to the R1S in 2027 refresh with up to $4,500 extra

Rivian will add second-row captain’s chairs to the R1S as part of the 2027 model-year refresh. To get them you must buy the Sound and Vision package for $2,500 (which also includes a glass roof and audio). The captain’s chairs themselves cost $1,500 with the Black Mountain interior or $2,000 with the Ocean interior, meaning the final seating upgrade can add up to $4,500. The existing second-row bench option remains for seven-seat configurations.

via The Verge|
#2027-model-year#captains-chairs#pricing
Rivian's R2 road test signals a turning point for the EV maker
autos17 days ago

Rivian's R2 road test signals a turning point for the EV maker

Rivian’s high-stakes midsize EV, the R2, is designed to scale the company toward profitability with a cheaper, high-volume platform. In road tests, the Performance model delivers 656 hp and 609 lb-ft for a 0–60 around 3.6 seconds, while its semiactive dampers provide a notably smooth, composed ride. The EPA rates range at 330 miles from an 88-kWh pack, with real-world figures around 250–300 miles; charging uses a Tesla-compatible NACS port—10% to 80% in under 30 minutes. The interior feels premium for the price, but the lack of Apple CarPlay is a drawback. Pricing starts near $57,990 (about $61k as tested). If the R2 can scale, it could finally deliver profitability and volume for Rivian beyond its acclaimed but costly R1-series offerings.

via Yahoo Finance|
#autos#ev#r2
business25 days ago

Rivian's Margin Comeback Hinged on Per-Vehicle Cost Decline

Rivian's best-case scenario rests on fading ramp costs per vehicle as volume grows. Q2 2026 consolidated margins improved to 11% with the auto segment narrowing losses, but per-vehicle COGS remains about $88,400 after excluding roughly $8,200 of ramp-related charges. With 2026 deliveries guided to 65,000–70,000 and a plan to boost output via a second shift, management targets a positive automotive gross profit by Q4 2026. Achieving that milestone would unlock margin leverage; missing it would leave the ramp to be funded by cash and new equity, making the stock's value highly contingent on this single quarter.

via Trefis|
#automotive#business#cost-per-vehicle
Rivian rides strong Q2 beat as Launch Edition R2 conversions top expectations
business26 days ago

Rivian rides strong Q2 beat as Launch Edition R2 conversions top expectations

Rivian beat Q2 expectations with revenue of $1.66B and an adjusted EBITDA loss of $379M, and it lifted its full-year guidance while reaffirming 65,000–70,000 deliveries. Management said Launch Edition conversions for the R2 are meaningfully higher than Rivian’s internal projections, and that R2 costs are materially lower than R1, with a goal of positive gross margin on R2 by year-end. The company ended the quarter with about $5.3B in cash after a July $1.3B secondary offering to bolster its balance sheet as it ramps R2 production and a new Georgia factory amid ongoing supply-chain risks.

via Yahoo Finance|
#business#earnings#launch-edition
Rivian ramps up R2 push as Q2 revenue climbs 27%
business26 days ago

Rivian ramps up R2 push as Q2 revenue climbs 27%

Rivian posted Q2 2026 revenue of $1.66B, up 27% year over year, with a record $179M gross profit led by software/services and VW JV; automotive gross profit was negative $36M as the R2 ramp continues. R2 deliveries began June 9, with 12,613 produced and 12,194 delivered. The company raised full-year guidance to 65,000–70,000 vehicles, narrowed adjusted EBITDA loss to $1.8–2.0B, and signaled about $14B of available future capital, suggesting auto-margin improvement in H2.

via Electrek|
#business#ev#gross-margin
Rivian trims 2026 spend, sticks to R2-driven profitability path
business26 days ago

Rivian trims 2026 spend, sticks to R2-driven profitability path

Rivian reduced its 2026 spending and narrowed its expected losses while keeping the 65,000–70,000 vehicle delivery target. In Q2, revenue rose to $1.66 billion with an adjusted loss per share of 47 cents and a gross profit of $179 million, as its software and services segment posted a profit and the R2 midsize SUV began deliveries. The company aims for profitability on a per‑unit basis with the R2 but will need more scale than 160,000 annual R2 units to achieve it. Cash stood at about $5.3 billion, with expected $1 billion in non-recourse VW debt financing and $250 million in equity from Uber this year.

via CNBC|
#business#deliveries#earnings
Rivian R2: Lighter, cheaper, and more integrated suspension design
technology1 month ago

Rivian R2: Lighter, cheaper, and more integrated suspension design

Rivian’s R2 advances a mainstream EV by using a chassis-integrated inverted-tub battery and a redesigned suspension. The front subframe is stamped steel—about 50% cheaper and ~10% lighter than the R1’s—and the suspension swaps in coil springs and rigid anti-roll bars for the previous air and hydraulic setup, cutting build costs roughly in half while preserving ride and handling.

via InsideEVs|
#battery-pack-in-chassis#cost-reduction#front-subframe
Tesla Dips 10% on Earnings Miss Despite Record Deliveries, Rivian and Lucid Slip
business1 month ago

Tesla Dips 10% on Earnings Miss Despite Record Deliveries, Rivian and Lucid Slip

Tesla shares fell about 10% after Q2 2026 earnings missed estimates (adjusted EPS $0.33 vs $0.50, EBITDA $3.2B vs $4B), even as revenue rose to $28.24B on a record 480,126 vehicle deliveries. Operating income dropped 57% to $398M and free cash flow turned negative by $1.09B, though management kept capex guidance above $25B for 2026. Tesla’s FSD subscriptions climbed 56% to 1.48 million with Robotaxi expanding to seven metro areas. Analysts trimmed price targets but largely maintained ratings; Rivian and Lucid slipped in sympathy, and the DRIV ETF weakened due to Tesla’s heavy weighting. Investors weigh autonomy milestones and margin pressures against the delivery momentum and topline growth.

via 24/7 Wall St.|
#business#deliveries#earnings