Research analysts who have asked questions during Polestar Automotive Holding UK earnings calls.
AS
Andres Sheppard-Slinger
Cantor Fitzgerald
6 questions for PSNY
Also covers: ACHR, AUR, EVEX +10 more
TB
Tobias Beith
Redburn Atlantic
6 questions for PSNY
Also covers: LCID
DR
Daniel Roeska
Bernstein Research
4 questions for PSNY
Also covers: F, GM, TSLA
Dan Levy
Barclays PLC
2 questions for PSNY
Also covers: ADNT, ALV, APTV +14 more
John Babcock
Bank of America
2 questions for PSNY
Also covers: CAR, HTZ, KMX +3 more
TY
Trevor Young
Barclays
2 questions for PSNY
Also covers: ABNB, ALV, BKNG +13 more
Winnie Dong
Deutsche Bank
2 questions for PSNY
Also covers: APTV, LAZR, MBLY +4 more
Recent press releases and 8-K filings for PSNY.
Polestar Reports Record 2025 Retail Sales and Regains Nasdaq Compliance
PSNY
Revenue Acceleration/Inflection
Guidance Update
Delisting/Listing Issues
- Polestar announced record retail sales of approximately 60,119 cars for full-year 2025, representing a 34% growth compared to 2024.
- Q4 2025 retail sales reached an estimated 15,608 cars, an increase of 27% over Q4 2024.
- CEO Michael Lohscheller stated that 2025 was the best year ever for Polestar's retail sales volumes, attributing success to market share gains and a sales network expansion of over 50%.
- Polestar will host a strategy update on February 18, 2026, to provide key product updates and its financial outlook.
- The company regained compliance with Nasdaq's Listing Rule 5450(a)(1) on December 23, 2025, after its ADS closing bid price exceeded USD 1.00 for at least ten consecutive business days.
4 days ago
Polestar Reports Record Retail Sales in 2025 and Regains Nasdaq Compliance
PSNY
Revenue Acceleration/Inflection
Guidance Update
Delisting/Listing Issues
- Polestar achieved record retail sales of 60,119 cars in 2025, marking a 34% growth compared to 2024.
- In Q4 2025, retail sales reached 15,608 cars, an increase of 27% over Q4 2024.
- The company's CEO highlighted market share gains and the expansion of its sales network (over 50% growth) as key drivers for the strong performance.
- Polestar will host a strategy update on February 18, 2026, to discuss product updates and its financial outlook.
- On December 23, 2025, Polestar regained compliance with Nasdaq's Listing Rule 5450(a)(1).
4 days ago
Polestar announces USD 300 million equity financing and USD 300 million debt to equity conversion
PSNY
New Projects/Investments
- Polestar announced a USD 300 million equity investment from Banco Bilbao Vizcaya Argentaria, S.A. and NATIXIS, with each contributing USD 150 million.
- Concurrent with the purchase, these financial institutions entered into a put option arrangement with a wholly-owned subsidiary of Geely Sweden Holdings AB, providing an exit path in three years with certain returns.
- Geely Sweden Holdings AB agreed to convert approximately USD 300 million of its outstanding debt owed by Polestar into equity, comprising USD 250 million of principal and USD 50 million of accrued interest.
- The price per Class A ADS for the equity purchase will be USD 19.34.
- The equity investment is expected to close by December 23, 2025.
Dec 19, 2025, 9:17 PM
Polestar Announces Equity Financing and Debt-to-Equity Conversion
PSNY
New Projects/Investments
- Polestar announced a USD 300 million equity investment from Banco Bilbao Vizcaria Argentaria, S.A. and NATIXIS, with USD 150 million each.
- Geely Sweden Holdings AB has agreed to convert approximately USD 300 million of its outstanding principal and interest owed by Polestar into equity.
- These transactions are expected to significantly enhance Polestar's liquidity position and strengthen its balance sheet.
- The price per Class A ADS for the equity investment will be USD 19.34, and the transactions are expected to close by December 23, 2025.
Dec 19, 2025, 9:15 PM
Polestar Reports Q3 2025 Financial Results with Revenue Growth and Continued Profitability Challenges
PSNY
Earnings
Layoffs
Demand Weakening
- Polestar reported Q3 2025 revenue of $748 million, a 36% increase year-on-year, with retail sales growing 13% to over 14,000 cars. For the first nine months of 2025, revenue increased 49% to approximately $2.2 billion, and retail sales volume grew 36% to over 44,000 cars.
- Profitability was significantly impacted by external headwinds, including tariff and pricing pressure, resulting in a Q3 gross margin of -6% and a net loss of $365 million. The adjusted EBITDA loss for Q3 was $259 million, an increase year-on-year.
- The company is implementing strategic cost reductions, including a 20% headcount reduction from 2,500 to an expected 2,000 employees by year-end, and optimizing R&D by utilizing group technology platforms.
- Polestar secured $200 million in new equity from PSD Investment Limited and renewed/secured approximately $3.2 billion in debt facilities, ending Q3 2025 with a cash position of $995 million. The monthly cash burn in H1 2025 was around $136 million, expected to increase in H2.
Nov 12, 2025, 1:00 PM
Polestar Reports Q3 2025 Results with Revenue Growth Amid Profitability Challenges
PSNY
Earnings
Layoffs
Demand Weakening
- Polestar reported Q3 2025 revenue of $748 million, a 36% increase year-over-year, and $2.2 billion for the first nine months of 2025, up 49%. Retail sales volume grew 13% in Q3 to over 14,000 cars and 36% for the first nine months to over 44,000 cars.
- Profitability was significantly impacted by external headwinds, including tariff and pricing pressure, resulting in a negative 6% gross margin in Q3 2025 and an Adjusted EBITDA loss of $259 million. The U.S. market remains challenging due to tariffs and policy changes.
- The company is undergoing strategic restructuring, including a 20% reduction in headcount (from 2,500 to 2,000 employees by year-end) and a shift to utilize group technology platforms for future models. The retail footprint expanded by 54% to 192 sales points (excluding China).
- Polestar secured $200 million in new equity from PSD Investment Limited and approximately $1 billion in new debt facilities, with a cash position of $995 million at the end of September 2025. The company was compliant with its loan covenants.
Nov 12, 2025, 1:00 PM
Polestar Reports Q3 2025 Revenue Growth Amid Profitability Challenges and Cost Reductions
PSNY
Earnings
Layoffs
Debt Issuance
- Polestar reported Q3 2025 revenue of $748 million, a 36% increase year-over-year, and $2.2 billion for the first nine months, up 49%. Despite this top-line growth, the company recorded a negative 6% gross margin in Q3 2025, resulting in a net loss of $365 million and an increased adjusted EBITDA loss of $259 million, primarily due to pricing pressure, tariffs, and adverse product mix.
- In response to profitability challenges, Polestar is implementing significant cost-cutting measures, including a planned 20% reduction in headcount by year-end 2025, aiming for 2,000 employees from 2,500 at the start of the year.
- The company strengthened its financial position by securing $200 million in new equity from PSD Investment Limited and approximately $1 billion in new debt facilities, while renewing $2.2 billion in existing facilities. Polestar ended Q3 2025 with a cash position of $995 million and was compliant with its loan covenants.
- Polestar 4 sales have commenced in North America, with vehicles manufactured in South Korea to benefit from lower duties, as the U.S. market remains challenging and represented 8% of retail sales in the first nine months of 2025, down from 16% in 2024.
Nov 12, 2025, 1:00 PM
Polestar Reports Q3 and Nine-Month 2025 Financial and Operational Results
PSNY
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- Polestar reported revenue growth of 48.8% to $2,171 million for the first nine months of 2025 and 36.0% to $748 million for the third quarter of 2025.
- The company recorded a net loss of $1,558 million for the first nine months of 2025 and $365 million for the third quarter of 2025.
- Retail sales increased by 36.5% to 44,482 cars for the first nine months of 2025 and by 13.1% to 14,192 cars for the third quarter of 2025.
- As of September 30, 2025, Polestar's cash balance was $995 million, supported by a $200 million PIPE investment in June 2025 and the renewal and securing of approximately $3.2 billion in financing facilities.
- Polestar plans a reverse stock split to effect a change in the ratio of its American Depositary Shares to its ordinary shares.
Nov 12, 2025, 12:04 PM
Polestar Reports Q3 and Nine-Month 2025 Financial and Operational Results
PSNY
Earnings
Debt Issuance
New Projects/Investments
- Polestar reported 49% revenue growth to USD 2,171 million for the first nine months of 2025, driven by higher volumes and an attractive model line-up.
- The company recorded a net loss of USD (1,558) million for the first nine months of 2025, primarily due to a USD 739 million impairment expense on Polestar 3.
- Adjusted EBITDA improved by USD 49 million to USD (561) million for the first nine months of 2025.
- Polestar's cash balance stood at USD 995 million as of September 30, 2025, supported by a USD 200 million PIPE investment and USD 3.2 billion in renewed and new financing facilities.
- Polestar plans to launch a reverse stock split to change the ratio of its American Depositary Shares to ordinary shares.
Nov 12, 2025, 12:00 PM
ECARX Announces Third Quarter 2025 Unaudited Financial Results
PSNY
Earnings
Revenue Acceleration/Inflection
New Projects/Investments
- ECARX reported total revenue of $219.9 million for the third quarter of 2025, representing an 11% year-over-year and 41% quarter-over-quarter increase.
- The company achieved its first net profit of $0.9 million and an Adjusted EBITDA gain of $8.3 million in Q3 2025, compared to a loss of $31.9 million in the same period last year.
- Total shipments reached approximately 667,000 units, marking a 51% year-over-year and 26% quarter-over-quarter increase.
- Gross profit grew 39% year-over-year to $47.6 million, with the gross margin improving to 22% from 17% in Q3 2024.
- ECARX secured a second project with a leading European automaker, which is expected to add $400 million in lifetime revenue to its pipeline, and entered an agreement to issue up to $150 million in convertible notes to ATW Partners to support international expansion.
Nov 3, 2025, 12:00 PM
Quarterly earnings call transcripts for Polestar Automotive Holding UK.
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