Research analysts who have asked questions during NIO earnings calls.
PG
Paul Gong
UBS
8 questions for NIO
Also covers: LI, WRD, ZK
TH
Tim Hsiao
Morgan Stanley
8 questions for NIO
Also covers: HSAI, LI, WRD +2 more
MH
Ming Hsun Lee
Bank of America
7 questions for NIO
Also covers: LI, PONY, WRD +2 more
YD
Yuqian Ding
HSBC
7 questions for NIO
Also covers: LI
TH
Tina Hou
Goldman Sachs Group, Inc.
6 questions for NIO
Also covers: HSAI, LI, RAAS +3 more
BW
Bin Wang
Deutsche Bank
5 questions for NIO
Also covers: ECX, LI, PONY +2 more
JC
Jing Chang
CICC
4 questions for NIO
Also covers: LI
BW
Ben Wang
Deutsche Bank
3 questions for NIO
Also covers: PONY
J
Jeff
B. Riley
2 questions for NIO
Also covers: CTMX
JC
Jeff Chung
Citigroup
2 questions for NIO
Also covers: HSAI
JC
Jim Chang
China International Capital Corporation Limited
2 questions for NIO
NL
Nick Lai
JPMorgan Chase & Co.
2 questions for NIO
Also covers: XPEV
XD
Xue Deng
CICC
2 questions for NIO
YL
Y.C. Lai
JPMorgan Chase & Co.
2 questions for NIO
Also covers: XPEV
NL
Nixon Lee
Bank of America
1 question for NIO
Recent press releases and 8-K filings for NIO.
NIO Expects First Quarterly Operating Profit in Q4 2025
NIO
Guidance Update
Earnings
Demand Weakening
- NIO expects its first-ever adjusted operating profit for Q4 2025, guiding to approximately RMB700 million–1.2 billion (about $100M–$173M), and a GAAP operating profit of RMB200 million–700 million.
- This guidance represents a sharp reversal from an adjusted operating loss exceeding RMB5.5 billion in the prior year's comparable quarter and surpassed Wall Street's expectation of an approximate $80 million loss for Q4 2025.
- The anticipated profit is attributed to a sharp rise in deliveries (124,807 vehicles in Q4 2025), an improved product mix, and cost efficiency initiatives.
- The company noted these results are preliminary and unaudited, and analysts caution about ongoing sales challenges due to intense price competition and cooling domestic demand.
1 day ago
NIO Inc. Announces Profit Alert for Q4 2025
NIO
Guidance Update
Revenue Acceleration/Inflection
- NIO Inc. anticipates achieving its first-ever quarterly adjusted profit from operations (non-GAAP) for the fourth quarter of 2025, projected to be between RMB700 million (US$100 million) and RMB1,200 million (US$172 million).
- This represents a significant improvement from an adjusted loss from operations (non-GAAP) of RMB5,543.6 million recorded in the fourth quarter of 2024.
- Under GAAP measures, the company expects a profit from operations ranging from approximately RMB200 million (US$29 million) to RMB700 million (US$100 million) for Q4 2025.
- The expected profit is attributed to sustained growth in sales volume, optimization of vehicle margin driven by a favorable product mix, and ongoing cost reduction efforts and improved operational efficiency.
1 day ago
NIO Announces Profit Alert for Q4 2025
NIO
Earnings
Guidance Update
- NIO Inc. expects to report an adjusted profit from operations (non-GAAP) between RMB700 million (US$100 million) and RMB1,200 million (US$172 million) for the fourth quarter of 2025.
- This marks the first time the company has recorded a quarterly adjusted profit from operations (non-GAAP), contrasting with an adjusted loss of RMB5,543.6 million in the fourth quarter of 2024.
- The company also anticipates a GAAP profit from operations ranging from approximately RMB200 million (US$29 million) to RMB700 million (US$100 million) for Q4 2025.
- This positive outlook is primarily attributed to sustained sales volume growth, optimization of vehicle margin, and ongoing cost reduction efforts.
- The disclosed figures are preliminary and unaudited, based on management accounts, and may differ from the final financial results for Q4 and FY2025.
1 day ago
NIO Announces January 2026 Delivery Update
NIO
Revenue Acceleration/Inflection
- NIO Inc. reported 27,182 vehicle deliveries in January 2026, representing a 96.1% increase year-over-year.
- The deliveries included 20,894 vehicles from the NIO brand, 3,481 from the ONVO brand, and 2,807 from the FIREFLY brand.
- As of January 31, 2026, cumulative deliveries reached 1,024,774, marking a milestone of exceeding 1 million units in January 2026.
5 days ago
NIO Announces January 2026 Delivery Results
NIO
Revenue Acceleration/Inflection
Product Launch
- NIO delivered a total of 27,182 vehicles in January 2026, representing a 96.1% increase year-over-year.
- As of January 31, 2026, NIO's cumulative deliveries reached 1,024,774 vehicles, surpassing the 1 million unit milestone.
- January 2026 deliveries included 20,894 vehicles from the NIO brand, 3,481 from the ONVO brand, and 2,807 from the FIREFLY brand.
- On January 28, 2026, NIO rolled out the latest version of its WorldModel (NWM) to over 460,000 vehicles.
6 days ago
NIO Reports Record-High December, Fourth Quarter, and Full Year 2025 Deliveries
NIO
Guidance Update
Revenue Acceleration/Inflection
- NIO Inc. reported record-high monthly deliveries of 48,135 vehicles in December 2025, an increase of 54.6% year-over-year.
- For the fourth quarter of 2025, the company delivered a record 124,807 vehicles, marking a 71.7% year-over-year increase.
- Total deliveries for the full year 2025 reached 326,028 vehicles, representing a 46.9% year-over-year increase, with cumulative deliveries reaching 997,592 as of December 31, 2025.
Jan 2, 2026, 9:06 PM
NIO Announces December, Fourth Quarter, and Full Year 2025 Delivery Results
NIO
Revenue Acceleration/Inflection
- NIO Inc. announced record vehicle deliveries for December and the fourth quarter of 2025, alongside significant full-year growth.
- In December 2025, deliveries reached a new monthly high of 48,135 vehicles, representing a 54.6% year-over-year increase.
- For the fourth quarter of 2025, the company delivered a record 124,807 vehicles, an increase of 71.7% year-over-year.
- Total deliveries for the full year 2025 amounted to 326,028 vehicles, up 46.9% from the previous year.
- Cumulative deliveries for NIO reached 997,592 as of December 31, 2025.
Jan 1, 2026, 8:00 AM
Seyond Debuts on HKEX, Raises HK$1.03 Billion
NIO
New Projects/Investments
M&A
Delisting/Listing Issues
- Seyond, a major LiDAR system supplier to Nio, successfully debuted on the Hong Kong stock exchange through a de-SPAC merger, raising HK$1.03 billion (US$132.4 million).
- Nio currently accounts for over 86% of Seyond’s revenue, with Seyond’s sensors deployed across all Nio-branded models since March 2022.
- In 2024, Seyond delivered approximately 230,000 automotive-grade LiDAR systems, ranking fourth globally in ADAS LiDAR market share, and is actively diversifying its customer base beyond Nio.
- The de-SPAC merger valued Seyond at HK$11.7 billion (US$1.50 billion), and its shares saw a significant surge upon listing.
Dec 10, 2025, 3:24 AM
NIO Inc. Provides November 2025 Delivery Update
NIO
Revenue Acceleration/Inflection
- NIO Inc. delivered 36,275 vehicles in November 2025, marking a 76.3% increase year-over-year.
- Year-to-date deliveries for 2025 reached 277,893 vehicles, an increase of 45.6% compared to the previous year.
- As of November 30, 2025, cumulative deliveries for NIO Inc. totaled 949,457 vehicles.
- November 2025 deliveries included 18,393 vehicles from the NIO brand, 11,794 from the ONVO brand, and 6,088 from the FIREFLY brand.
Dec 1, 2025, 11:19 AM
NIO Announces November 2025 Delivery Results
NIO
Revenue Acceleration/Inflection
- NIO delivered 36,275 vehicles in November 2025, marking a 76.3% year-over-year increase.
- November 2025 deliveries included 18,393 NIO brand vehicles, 11,794 ONVO brand vehicles, and 6,088 FIREFLY brand vehicles.
- Year-to-date deliveries for 2025 reached 277,893 vehicles, an increase of 45.6% year-over-year.
- Cumulative deliveries for NIO totaled 949,457 as of November 30, 2025.
Dec 1, 2025, 9:30 AM
Quarterly earnings call transcripts for NIO.
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