Research analysts who have asked questions during ECARX Holdings earnings calls.
WH
Wei Huang
Deutsche Bank AG
4 questions for ECX
DR
Danlin Ren
China International Capital Corporation
2 questions for ECX
Derek Soderberg
Cantor Fitzgerald
2 questions for ECX
Also covers: AMPX, ARRY, ENVX +9 more
JZ
Jiaqi Zhang
China International Capital Corporation
2 questions for ECX
TS
Tony Shen
SPDB International
2 questions for ECX
BL
Bella Lu
UOB Kay Hian
1 question for ECX
BW
Bin Wang
Deutsche Bank
1 question for ECX
Also covers: LI, NIO, PONY +2 more
CS
Catherine Sun
BOCI
1 question for ECX
DL
Dan Lin Ren
China International Capital Corporation (CICC)
1 question for ECX
DS
Dash Shen
STDB International
1 question for ECX
JW
Jiahui Wang
UBS Group AG
1 question for ECX
Also covers: MOMO
SJ
Shishi Jin
Macquarie Group
1 question for ECX
TC
Toni Chen
SPDB International
1 question for ECX
XL
Xiaoyi Lei
Jefferies Financial Group
1 question for ECX
Also covers: XPEV
Recent press releases and 8-K filings for ECX.
ECARX Holdings Reports Strong Q4 and Full-Year 2025 Results, Issues 2026 Guidance
ECX
Earnings
Guidance Update
CFO Change
- ECARX Holdings reported a strong Q4 2025, with revenue reaching a historical high of $305 million, up 13% year-over-year, and achieving net income of $2.8 million and Adjusted EBITDA of $22 million. For the full year, revenue increased 10% over 2024 to $848 million.
- The company issued 2026 full-year revenue guidance of $1 billion to $1.1 billion, representing a 20%-30% year-over-year increase, and committed to maintaining positive operating income throughout 2026. The gross margin outlook for 2026 is 15%-18%.
- Strategic priorities include continued global expansion, evidenced by a deepened partnership with Volkswagen Group in Latin America and a long-term target to generate 50% of total revenue from overseas markets by 2030.
- ECARX raised nearly $200 million in recent months from partners, including a $150 million convertible bond financing agreement with ATW Partners and $45.6 million from Geely, to support R&D and global expansion.
- CFO Phil Zhou will conclude his time at ECARX with this earnings release.
Feb 12, 2026, 1:00 PM
ECARX Holdings Reports Record Q4 2025 Revenue, Provides 2026 Guidance, and Announces CFO Departure
ECX
Earnings
Guidance Update
CFO Change
- ECARX Holdings reported a strong Q4 2025, with revenue reaching a historical high of $305 million, up 13% year-over-year, and achieved net income of $2.8 million, operating income of $7 million, and Adjusted EBITDA of $22 million.
- For the full year 2025, total revenue reached $848 million, a 10% increase over 2024. The company provided 2026 guidance, expecting total revenue in the range of $1 billion-$1.1 billion (20%-30% year-over-year increase), with a commitment to maintaining positive operating income and a gross margin outlook of 15%-18%.
- Key strategic developments include the Antora series reaching 1 million unit shipments in 2025, a deepened partnership with Volkswagen Group in Latin America, and securing nearly $200 million in recent financing, including a $150 million convertible bond with ATW Partners and $45.6 million from Geely.
- CFO Phil Zhou will be concluding his tenure at ECARX following this earnings release.
Feb 12, 2026, 1:00 PM
ECARX Reports Record Q4 2025 Revenue, Issues Strong 2026 Guidance, and Announces CFO Departure
ECX
Earnings
Guidance Update
CFO Change
- ECARX reported a strong Q4 2025, with revenue reaching a historical high of $305 million, up 13% year-over-year, and achieving net income of $2.8 million, Adjusted EBITDA of $22 million, and operating income of $7 million. Full-year 2025 revenue increased by 10% to $848 million.
- The company provided full-year 2026 guidance, projecting total revenue between $1 billion and $1.1 billion, a 20%-30% year-over-year increase, and committed to maintaining positive operating income throughout the year. The gross margin outlook for 2026 is 15%-18%.
- ECARX is advancing its globalization strategy, deepening its partnership with Volkswagen Group in Latin America and seeing its Antora platform reach 1 million unit shipments in 2025. The company also raised nearly $200 million from partners, including a $150 million convertible bond from ATW Partners and $45.6 million from Geely, to fuel global expansion and R&D.
- CFO Phil Zhou announced his departure from ECARX following the Q4 2025 earnings release.
Feb 12, 2026, 1:00 PM
ECARX Holdings Inc. Announces Strong Q4 2025 Financial Results and CFO Departure
ECX
Earnings
CFO Change
Revenue Acceleration/Inflection
- ECARX Holdings Inc. reported a record total revenue of US$304.7 million for Q4 2025, a 13% year-over-year increase, achieving its second consecutive quarter of positive net income of US$2.8 million and adjusted EBITDA of US$21.6 million.
- For the full year 2025, total revenue increased 10% to US$847.9 million, and the net loss improved 50% to US$68.9 million compared to 2024.
- The company announced the departure of its Chief Financial Officer, Phil Zhou, with a new CFO to be announced in due course.
- Operational achievements include approximately 11 million vehicles on the road with ECARX technologies as of December 31, 2025, and a deepened partnership with Volkswagen Group to supply digital cockpit solutions for multiple models in Latin America.
Feb 12, 2026, 12:31 PM
ECARX Holdings Reports Q4 and Full Year 2025 Results, Announces CFO Departure
ECX
Earnings
CFO Change
Revenue Acceleration/Inflection
- ECARX Holdings Inc. reported Q4 2025 revenue of US$304.7 million, a 13% year-over-year increase, marking its second consecutive quarter of positive net income at US$2.8 million and positive adjusted EBITDA of US$21.6 million.
- For the full year 2025, total revenue grew 10% to US$847.9 million, and the net loss improved by 50% to US$68.9 million compared to 2024.
- The company announced the departure of its Chief Financial Officer, Phil Zhou, with a successor to be named in due course.
- ECARX is expanding its global presence, including a deepened partnership with Volkswagen Group for digital cockpit solutions in Latin America, and recently raised nearly US$200 million to fund R&D and global expansion.
Feb 12, 2026, 12:29 PM
ECARX Announces Completion of US$100 Million Convertible Notes Subscription
ECX
Debt Issuance
New Projects/Investments
Convertible Preferred Issuance
- ECARX Holdings Inc. announced the completion of the full subscription of US$100 million in convertible notes as of February 9, 2026.
- The convertible notes have an initial conversion price of US$2.62.
- The proceeds were used to refinance US$65 million of previous convertible notes and secure an additional US$35 million in funding, enhancing the company's capital structure and liquidity.
- This capital commitment, combined with a US$45.6 million strategic investment from Geely in January 2026, provides ample liquidity to support ECARX's global expansion strategy and recent project wins.
Feb 10, 2026, 1:57 PM
ECARX Completes US$100 Million Convertible Notes Subscription
ECX
Debt Issuance
New Projects/Investments
- ECARX Holdings Inc. announced the full subscription of US$100 million in convertible notes (the "2025 Notes") as of February 9, 2026.
- The 2025 Notes have an initial conversion price of US$2.62.
- The funding will be used to refinance US$65 million of previous convertible notes and secure an additional US$35 million in funding, enhancing ECARX's capital structure and liquidity.
- This capital, along with a US$45.6 million strategic investment from Geely in January 2026, provides ample liquidity for the company's global expansion strategy.
Feb 10, 2026, 12:17 PM
ECARX Holdings Inc. Announces US$45.6 Million Strategic Investment from Geely Holding Group
ECX
New Projects/Investments
- ECARX Holdings Inc. (ECX) announced a strategic investment of US$45.6 million from Geely Investment Holding Ltd..
- Geely Holding will subscribe for and purchase 27,297,002 newly issued Class A ordinary shares at a price of US$1.67 per ordinary share through a private placement, with the agreement dated January 8th, 2026.
- ECARX intends to use the net proceeds to accelerate the development and deployment of its vehicle hardware and software solutions, fuel global expansion, and strengthen its financial position and liquidity.
- The ordinary shares purchased by Geely Holding will be subject to a six-month lock-up period.
Jan 12, 2026, 12:42 PM
ECARX Holdings Announces US$45.6 Million Strategic Investment from Geely Holding Group
ECX
New Projects/Investments
- ECARX Holdings Inc. entered into a private placement agreement with Geely Investment Holding Ltd. on January 8th, 2026.
- Under the agreement, Geely Holding will purchase 27,297,002 newly issued Class A ordinary shares of ECARX at US$1.67 per share, for a total of US$45.6 million.
- The per share price is equal to the volume-weighted average price of ECARX's ordinary shares on Nasdaq for the 20 consecutive trading days immediately preceding the agreement date.
- ECARX intends to use the net proceeds to accelerate the development of its cutting-edge vehicle hardware and software solutions, scale their deployment to fuel global expansion, and strengthen its financial position and liquidity. This investment will specifically support the build-out of ECARX's R&D hub in Germany and infrastructure across key growth markets in South America and Southeast Asia.
Jan 12, 2026, 12:04 PM
ECARX Announces Strategic Investment in Lotus Technology
ECX
New Projects/Investments
- ECARX Holdings Inc. (ECX) announced a strategic investment of US$23 million in Lotus Technology Inc. (LOT) through a private placement.
- The agreement, signed on December 23, 2025, involves ECARX subscribing for 16,788,321 newly issued ordinary shares of Lotus Tech at a price of US$1.37 per ordinary share.
- This investment is intended to deepen the global partnership between the two companies, focusing on deploying ECARX's Pikes® computing platform and Cloudpeak® cross-domain software stack in Lotus Tech's vehicles globally.
- The transaction is expected to close within 30 days of the agreement, with the shares subject to a six-month lock-up period.
Dec 29, 2025, 12:00 PM
Quarterly earnings call transcripts for ECARX Holdings.
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