R2 Validation Build

Rivian Q4 2025: R2 On Track, Software Surges

Rivian’s Q4 2025 shareholder letter makes one thing clear, R2 is the pivot point. With manufacturing validation builds complete and deliveries still targeted for Q2 2026, Rivian is preparing for its biggest launch yet. At the same time, autonomy hardware, in house silicon, and surging software revenue are starting to reshape the company’s financial story as it pushes toward scale.