# Rivian rolls out RivianOS 2 and refreshes R1 lineup

> Live situation record from CLSTR: https://clstr.news/situations/rivian-r2-electric-suv-rollout
> Updated: 2026-09-12T15:00:00.000Z. Sources: 76. Developments: 29.

Rivian has launched RivianOS 2, its largest software update to date, designed to unify the software stack across R1 and R2 vehicle lineups. The update features a redesigned user interface with a vertical status bar, reorganized settings, and a global search function. Due to hardware differences, newer R2 and second-generation R1 models utilize Unreal Engine 5 for high-fidelity 3D visualizations, while first-generation R1 models use Unreal Engine 4 to ensure responsiveness. Navigation enhancements include real-time route alerts for speed cameras and police activity via Google Maps. Rivian is also introducing ‘Connect+’, a subscription service priced at $14.99 per month or $149.99 per year, which provides access to features like a dedicated weather application and the Mobile Live Trips routing tool.

In its vehicle lineup, Rivian unveiled refreshed 2027 R1S and R1T models. The R1S SUV now offers a six-seat configuration with second-row captain’s chairs to improve third-row access. To align the R1 series with the upcoming R2, Rivian is simplifying its trim structure; motor-count-based names (Dual, Tri, and Quad) are being replaced by three curated tiers: Premium, Performance, and the Quad halo trim. The refresh also introduces a new ‘Esker Silver’ exterior color.

Previously, Rivian expanded a recall for 31,711 R1S and R1T models due to faulty turn signal lamps and reported strong second-quarter earnings. The company continues to advance its Autonomy+ program and prepare for the R2 mid-size SUV launch.

## Claims

- Rivian increased production to 12,613 vehicles at its Normal, Illinois facility. (corroborated by 12 sources)
- CEO RJ Scaringe said the conversion rate of reservations to orders for the R2 Launch Edition was meaningfully above internal projections. (corroborated by 12 sources)
- Rivian's second‑quarter revenue increased 27 % to $1.66 billion, beating analysts' average estimate of $1.51 billion. (corroborated by 11 sources)
- Rivian raised its full‑year delivery forecast to 65,000‑70,000 vehicles, up from 62,000‑67,000. (corroborated by 11 sources)
- Rivian lowered its planned capital spending to $1.7‑1.8 billion, down from $1.95‑$2.05 billion. (corroborated by 11 sources)
- Software and services revenue rose 37 % to $515 million, including $308 million from Rivian's joint venture with Volkswagen. (corroborated by 11 sources)
- Rivian expects to achieve a positive gross margin on the R2 vehicle in the back half of the year. (corroborated by 10 sources)
- Net income for Q2 2026 was $141 million, a 35% decline from $217 million in Q2 2025. (corroborated by 4 sources)
- Adjusted net income for Q2 2026 was $161 million, down from $216 million in Q2 2025. (corroborated by 4 sources)
- Diluted EPS was $0.11, with adjusted EPS $0.13. (corroborated by 4 sources)
- CNH Industrial reported Q2 2026 consolidated revenue of $4.80 billion, up 2% year‑over‑year. (corroborated by 3 sources)
- CNH narrowed its 2026 guidance to adjusted EPS $0.41‑$0.46 and free cash flow $200‑$400 million. (corroborated by 3 sources)

## Timeline

### 2026-09-12: Rivian unveils refreshed 2027 R1S and R1T electric vehicles

Rivian has announced refreshed 2027 R1S and R1T models, featuring new captain's chair seating options and a simplified trim structure aligned with the R2 lineup.

5 sources. https://clstr.news/cluster/rivian-unveils-refreshed-2027-r1s-and-r1t-electric-vehicles

### 2026-09-04: Rivian rolls out RivianOS 2 software update for R1 and R2 models

Rivian has released RivianOS 2, a major software update unifying its R1 and R2 models with a new interface, Unreal Engine 5 3D visuals for newer hardware, and real-time navigation alerts.

4 sources. https://clstr.news/cluster/rivian-rolls-out-rivianos-2-software-update-for-r1-and-r2-models

### 2026-08-27: Rivian advances R2 utility and autonomous driving technology

Rivian's R2 model is receiving praise for family practicality despite software needs, while the company advances its autonomous driving technology and AI-powered systems.

2 sources. https://clstr.news/cluster/rivian-advances-r2-utility-and-autonomous-driving-technology

### 2026-08-22: Rivian expands vehicle lineup, software, and competitive analysis

Rivian is launching the global R2 electric SUV, rolling out Rivian OS 2.0 software to its R1 lineup, and analyzing the Xiaomi SU7 to understand Chinese EV cost advantages.

4 sources. https://clstr.news/cluster/rivian-expands-vehicle-lineup-software-and-competitive-analysis

### 2026-08-18: Rivian expands vehicle recall to over 31,000 electric SUVs and pickups

Rivian Automotive has expanded a recall to over 31,000 R1S and R1T electric vehicles due to faulty turn signal lamps provided by a supplier.

5 sources. https://clstr.news/cluster/rivian-expands-vehicle-recall-to-over-30000-electric-suvs-and-pickups

### 2026-08-16: Rivian reports strong Q2 earnings and announces 2027 model updates

Rivian reported strong Q2 earnings with record gross profits and raised delivery guidance. The company also announced 2027 updates for its R1S and R1T models, including simplified trim naming.

4 sources. https://clstr.news/cluster/rivian-reports-strong-q2-earnings-and-announces-2027-model-updates

### 2026-08-09: Rivian CEO RJ Scaringe to discuss EVs and robotics at Disrupt 2026

Rivian CEO RJ Scaringe will discuss the company's focus on EVs, Level 4 autonomy, and humanoid robotics at TechCrunch Disrupt 2026.

2 sources. https://clstr.news/cluster/rivian-ceo-rj-scaringe-to-discuss-evs-and-robotics-at-disrupt-2026

### 2026-08-05: Rivian Expands Illinois Production and Raises 2026 Delivery Target

Rivian will add a second shift to its Normal, Illinois R2 line by end‑Q3 and has lifted its 2026 delivery outlook to 65‑70 k vehicles after Q2 output of 12,194 units.

5 sources. https://clstr.news/cluster/rivian-expands-illinois-production-and-raises-2026-delivery-target

### 2026-07-30: Rivian Q2 2024 Earnings Beat Estimates, Raises Delivery Forecast

Rivian posted Q2 revenue of $1.66 bn (up 27 %), delivered 12,194 vehicles, raised its delivery target to 65‑70 k, cut capital spending, saw software revenue jump, and expects the R2 SUV to turn a profit later‑​

16 sources. https://clstr.news/cluster/rivian-automotive-beats-forecasts-raises-r2-suv-delivery-outlook

### 2026-07-27: Rivian Automotive's July 30 earnings preview and analyst outlook

Rivian will report July 30 earnings after Q2 deliveries of 12,194 units, raised its full‑year guide to 65‑70k, and drew mixed analyst ratings with price targets up to $20.

7 sources. https://clstr.news/cluster/rivian-automotives-july-30-earnings-preview-and-analyst-outlook

### 2026-07-25: Rivian's Compact R3 and R2 Face Design, Cost and Efficiency Hurdles Ahead of European Rollout

Rivian's upcoming R3 compact EV and R2 SUV face design, production and efficiency challenges as the company prepares for a 2027 European launch.

2 sources. https://clstr.news/cluster/rivians-compact-r3-and-r2-face-design-cost-and-efficiency-hurdles-ahead-of-european-rollout

### 2026-07-18: Rivian launches R2 production and previews midsize R3 crossover

Rivian started R2 deliveries, beating Q2 targets and raising its 2026 outlook, and unveiled the upcoming midsize R3 crossover slated for 2027 with high‑performance specs.

3 sources. https://clstr.news/cluster/rivian-launches-r2-production-and-previews-midsize-r3-crossover

### 2026-07-16: Rivian Automotive Shares Rise After $1.16 B Equity Raise and R2 SUV Plans

Rivian shares rose after a $1.16 bn equity raise and higher 2026 guidance, while Tesla fell 12% as it expands robotaxi services.

2 sources. https://clstr.news/cluster/rivian-automotive-shares-rise-after-116-b-equity-raise-and-r2-suv-plans

### 2026-07-13: Rivian Automotive Raises $1.34 Billion in Stock Offering Amid R2 Launch

Rivian raised $1.34 billion in a July 2026 stock offering, issuing 75 million shares at $15.50, while launching its lower‑priced R2 SUV and targeting higher production amid a steep share‑price decline since its

2 sources. https://clstr.news/cluster/rivian-automotive-raises-134-billion-in-stock-offering-amid-r2-launch

### 2026-07-09: Tesla and Rivian Q2 delivery beats prompt UBS to raise price targets

Tesla’s record Q2 2026 deliveries and Rivian’s beat lift UBS price targets to $442 and $17 respectively, after both EV makers posted stronger‑than‑expected sales.

2 sources. https://clstr.news/cluster/tesla-and-rivian-q2-delivery-beats-prompt-ubs-to-raise-price-targets

### 2026-07-08: Rivian R2 early deliveries trigger $21k resale premium and a modest Q2 sales shortfall

Early‑delivery Rivian R2s are selling on the used market for about $21,000 above MSRP, while Q2 data show a 789‑unit shortfall likely tied to the model’s debut, as Rivian lifts its 2026 delivery target.

2 sources. https://clstr.news/cluster/rivian-r2-early-deliveries-trigger-21k-resale-premium-and-a-modest-q2-sales-shortfall

### 2026-07-06: Rivian launches $1.5 B share offering, stock falls 10%‑18% amid capital raise

Rivian announced a $1.5 B share offering, sending its stock down 10%‑18%; insiders sold shares, while Q2 deliveries rose and the company lifted its 2026 delivery target.

9 sources. https://clstr.news/cluster/rivian-launches-15-billion-share-offering-stock-slides

### 2026-07-06: Rivian EVs Spark Dallas Mobile Storefront and Colorado Resale Premium

A Rivian delivery van in Dallas is being turned into a mobile storefront, while a used 2027 Rivian R2 in Colorado sells for $79,900, a $20,000 premium to skip the reservation line.

2 sources. https://clstr.news/cluster/rivian-evs-spark-dallas-mobile-storefront-and-colorado-resale-premium

### 2026-07-04: Uber and Rivian aim to launch 10,000 autonomous robotaxis by 2031

Uber and Rivian will deploy 10,000 robotaxis by 2031 with a €300 M upfront payment and a €1.25 bn fleet investment, starting service in 2028 in San Francisco and Miami amid a growing global robotaxi market.

2 sources. https://clstr.news/cluster/uber-and-rivian-aim-to-launch-10000-autonomous-robotaxis-by-2031

### 2026-07-04: Rivian lifts US electric‑vehicle delivery forecast to 65,000‑70,000 units

Rivian raised its 2024 US delivery target to 65‑70 k vehicles after Q2 production of 12,613 units and deliveries of 12,194, beating earlier guidance; the stock surged over 30%.

2 sources. https://clstr.news/cluster/rivian-lifts-us-electricvehicle-delivery-forecast-to-6500070000-units

### 2026-07-01: Rivian ramps up R2 SUV launch and lifts 2026 delivery outlook

Rivian launched the $57,990 R2 SUV, raised its 2026 delivery forecast to 65‑70k units after a strong Q2, and increased financing and lease rates for its R1 lineup.

5 sources. https://clstr.news/cluster/rivian-ramps-up-r2-suv-launch-and-lifts-2026-delivery-outlook

### 2026-06-25: Rivian phases out cheap R1 models as it shifts to higher‑priced R2 lineup

Rivian has discontinued its entry‑level R1T and R1S models after launching the R2, raising base prices and signalling a shift toward higher‑margin EVs.

4 sources. https://clstr.news/cluster/rivian-phases-out-cheap-r1-models-as-it-shifts-to-higherpriced-r2-lineup

### 2026-06-20: Rivian faces class‑action lawsuit over misleading autonomous‑driving claims

Rivian is sued in a class‑action alleging false claims that its first‑gen R1T and R1S vehicles can perform Level 3 autonomous driving, which they lack the hardware to support.

2 sources. https://clstr.news/cluster/rivian-faces-classaction-lawsuit-over-misleading-autonomousdriving-claims

### 2026-06-14: Rivian unveils plans for R3X sport SUV and Tesla‑like driver‑assist system

Rivian plans a sport‑focused R3X SUV for 2028 and a Tesla‑like supervised driver‑assist system launching later this year, with unsupervised autonomy and Uber robotaxi slated for 2028.

3 sources. https://clstr.news/cluster/rivian-unveils-plans-for-r3x-sport-suv-and-teslalike-driverassist-system

### 2026-06-12: Rivian launches affordable R2 EV, eyes mass‑market challenge to Tesla

Rivian starts delivering the sub‑$47k R2 EV, shifting to mass‑market sales while planning future R3 and R4 models amid slowing U.S. EV demand and mixed financial results.

2 sources. https://clstr.news/cluster/rivian-launches-affordable-r2-ev-eyes-massmarket-challenge-to-tesla

### 2026-06-11: Rivian begins R2 SUV deliveries as analysts rate stock hold

Rivian has started delivering its R2 SUV, priced from $57,990, while brokerages give the stock a consensus hold rating with mixed price targets and ongoing profitability concerns.

2 sources. https://clstr.news/cluster/rivian-begins-r2-suv-deliveries-as-analysts-rate-stock-hold

### 2026-06-10: Rivian unveils R2 SUV and plans upgraded Power Cabinet 2.0 for fast‑charging network

Rivian launched its R2 SUV, targeting 50k annual sales and Level 4 autonomy by 2028, while unveiling a Power Cabinet 2.0 upgrade to speed up its US fast‑charging network of ~150 sites.

2 sources. https://clstr.news/cluster/rivian-unveils-r2-suv-and-plans-upgraded-power-cabinet-20-for-fastcharging-network

### 2026-06-10: Rivian launches customer deliveries of the R2 electric SUV

Rivian starts delivering its R2 electric SUV, priced from $58,000, featuring 656 hp, 330‑mile range and Autonomy+ driver aid; Uber has a $1.25 bn deal for up to 40,000 units as robotaxis.

4 sources. https://clstr.news/cluster/rivian-r2-electric-suv-launches-customer-deliveries-in-the-united-states

### 2026-06-09: Rivian starts R2 SUV deliveries, targeting 20‑25k units as US EV market narrows

Rivian launched R2 SUV deliveries, targeting 20‑25k units by year‑end at about $58k each, positioning it against the Tesla Model Y and tying it to an Uber robotaxi partnership amid a shrinking U.S. EV market.

2 sources. https://clstr.news/cluster/rivian-starts-r2-suv-deliveries-targeting-2025k-units-as-us-ev-market-narrows

---
Cite as: Rivian rolls out RivianOS 2 and refreshes R1 lineup. CLSTR, https://clstr.news/situations/rivian-r2-electric-suv-rollout