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    Ron Jewsikow • Guggenheim Securities, LLC

    Ron Jewsikow's questions to Rivian Automotive Inc (RIVN) leadership

    Ron Jewsikow's questions to Rivian Automotive Inc (RIVN) leadership • Q2 2025

    Question

    Ron Jewsikow asked if policy changes have altered Rivian's view on R2/R3 pricing or capacity and requested an update on R2 preorders. He also questioned the team's confidence in their sensor fusion approach to autonomy versus camera-only or LiDAR-heavy strategies.

    Answer

    CEO RJ Scaringe declined to provide a preorder number but expressed extreme bullishness on R2's product-market fit, noting its design for both US and European markets supports capacity plans. On autonomy, he detailed their AI-centric, early-fusion approach, arguing that a rich sensor set (cameras and radar) provides a more robust data feed for their large driving model, making the specific sensor choice less critical than the AI architecture itself.

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    Ron Jewsikow's questions to Lithia Motors Inc (LAD) leadership

    Ron Jewsikow's questions to Lithia Motors Inc (LAD) leadership • Q2 2025

    Question

    Ron Jewsikow from Guggenheim Securities, LLC asked about the strong growth in Driveway Finance (DFC) and why the back-half guidance implies a slowdown. He also requested quantification of the potential cost savings from SG&A initiatives like performance management and tech stack optimization.

    Answer

    SVP of Finance Chuck Lietz explained the DFC guidance reflects seasonality and the upfront impact of CECL reserves from strong origination growth. President & CEO Bryan DeBoer detailed the SG&A reduction plan, stating that a majority of the targeted 700 basis points of improvement will come from AI-driven productivity gains in sales and service, with the remainder from vendor scale.

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