Meeting Room - Recent Threads

stickytest

Jason Lehman — Tue, 18 Aug 2026 14:38:45 GMT

Outlook on the sale of used equipment

QnATest Buysider — Mon, 29 Jun 2026 20:12:35 GMT

Could you comment on the outlook for the sale of used equipment? Quite a big year in 2024, do you think that was peak levels heading into '25?

Breadnought acquisition

Bruce Banner — Tue, 02 Jun 2026 13:50:47 GMT

When do you expect the recently approved Breadnought acquisition to close and when will the announced shop closures begin?

top3 asked

Michael Lally — Fri, 29 May 2026 17:18:28 GMT

Lucid Top 3 Questions by Analysts recently:

The top three questions on analysts' minds include:

What is the path to positive gross margins and profitability?

The Concern: With expanding net losses and negative gross margins, analysts continuously press management on how and when the projected 60% to 70% unit cost reductions for the midsize platform will be achieved to avoid cash burn bottlenecks. [1, 2, 3]

Can Lucid scale its manufacturing and resolve supply chain issues?

The Concern: Tracking Lucid’s ability to meet annual production guidance is a primary focal point. Analysts consistently question leadership on how they plan to avoid the production-to-delivery gaps caused by supplier disruptions, component shortages, and logistical hurdles. [1, 2, 3, 4]

What is the exact roadmap for the Midsize and Robotaxi rollout?

The Concern: Analysts scrutinize the timeline and capital allocation for the highly anticipated mass-market midsize platform and the expanded robotaxi partnership with Uber. They seek clarity on OEM tech licensing strategies, rare-earth-free propulsion systems, and software integration timelines (like ADAS)

Lucid

Michael Lally — Tue, 26 May 2026 18:37:27 GMT

www.youtube.com/watch

Lucid Conf Call Q1 2026

Michael Lally — Mon, 25 May 2026 17:16:12 GMT

www.youtube.com/watch

Lucid Motors Q4 EPS

Michael Lally — Mon, 25 May 2026 17:13:05 GMT

ir.lucidmotors.com/.../c4402bb5-7ba7-4705-9340-41ad76a949e5

qna buyside

Andrea Kiefer — Fri, 22 May 2026 13:58:35 GMT

staging.qna.cloud/.../QnA-Cloud_2221_-Intro-Buysiders-V5.pdf

test

SandyJayaraj — Fri, 22 May 2026 13:25:34 GMT

www.youtube.com/watch

company update

Michael Lally — Fri, 22 May 2026 13:23:07 GMT

www.youtube.com/.../J90weoFfEuw

Test anon post by buysider

Jason LehmanHalteres — Mon, 18 May 2026 13:53:33 GMT

test

test post

Jason Lehman — Fri, 12 Dec 2025 15:08:52 GMT

test test test

Production + supply issues or Demand issues?

QnATest Buysider — Mon, 27 Oct 2025 02:12:58 GMT

On the production side, you had that 100,000 loss production because of the supplier issue. But at the same time, you’re saying order intake is below your ambitious targets. So isn’t it in the end more of a demand issue that the problem and it’s not a good idea to catch up with that loss production in the coming quarters because the inventory is already quite high in the channels?

High NA EUV cost concerns

QnATest Buysider — Sun, 26 Oct 2025 22:01:00 GMT

Regarding High-NA, there has been some concerns relating to High-NA EUV being too expensive to be used for things like 1.4 nanometer. Do you say have any feedback on customers' current development process there?

Market maturity

QnATest Buysider — Sun, 26 Oct 2025 21:31:59 GMT

Is your view on the growth outlook now a little bit below historical levels, i.e., has the market now reached a certain degree of maturity in your view?

Slovenia impact

QnATest Buysider — Sun, 26 Oct 2025 21:07:09 GMT

Slovenia, did that impact Aldi as well as Yolkswagen? Or is it just those two brands? Or can you just explain a little bit more?

Smoothing out the slow down of EV adoption

QnATest Buysider — Sun, 26 Oct 2025 19:07:28 GMT

The slow down of EV adoption is a big topic right now, and it seems to me that it is not just about dropping the price. We've seen the aggressive price drops, and that hasn't really worked. And at the same time, we need healthy used car market, no reason why I used to hold up more leasing, et cetera. And I'm curious to have your thoughts, because I think Stellantis is more involved in the whole value chain and distribution than most other carmakers. So you probably have a better handle on those issues. And I'm kind of wondering what's your view on what needs to be done to make sure that there is a gradual progression of EVs that we're not just waiting for cheap cars to come around, that is more smoothness in that process. Thank you.

DRAM mix

QnATest Buysider — Sun, 26 Oct 2025 18:11:20 GMT

In the last Capital Market Day, you highlighted how DRAM could account for 30% of your EUV shipment in '25. How does that transition look like? Maybe you can share with us the DRAM mix of EUV shipment in '23? And how does the '24 look like as we focus on a 30% target mix for '25?

Christian Dior brand revenue slowdown

QnATest Buysider — Sun, 26 Oct 2025 15:25:33 GMT

For the past three or four years running, revenue doubled year-on-year for your Christian Dior brand. But now it's only up 14%. On your latest earnings call you said something about slowing down the growth -- are there a number of things you might wish to consolidate on that brand?

Christian Dior brand revenue slowdown

QnATest Buysider — Sun, 26 Oct 2025 14:33:56 GMT

Strength of Shorts as a headwind to growth

QnATest Buysider — Sun, 26 Oct 2025 14:05:27 GMT

You've been consistent about the strength of Shorts over the past year. Can you talk a bit about the monetization challenges? Do you still see the headwinds that you saw at the beginning? Anything you could share about the density of the auction or advertising interest on Shorts to help us with whether or not that's still a headwind to growth?

New fab activity

QnATest Buysider — Sun, 26 Oct 2025 12:50:01 GMT

A question re all of the new fabs that are being built around the world. Such an unprecedented level of activity. There has been various press articles about delays and pushouts and some challenges, be it in terms of labor force or Chips Act money, that kind of thing. Any update from your point of view in speaking with the customers. Have things been moving around at all in terms of the key customers and their plans for these new fabs and the tooling stores? Or is it pretty rock solid from your point of view and therefore and evident perhaps in that €9 billion number?

test

Bruce Banner — Sun, 26 Oct 2025 12:37:43 GMT

test

Free cash flow

QnATest Buysider — Sun, 26 Oct 2025 11:43:56 GMT

On the cash flow guidance and the implied cash flow for Q4, I think it implies something like more than €1 billion positive free cash flow. In history, the Volkswagen’s cash flow was rather negative in Q4. So therefore, maybe you can tell us what needs to happen that this positive Q4 cash flow really comes true?

Elevated product costs

QnATest Buysider — Sun, 26 Oct 2025 10:02:48 GMT

Could you give us some insights into what your elevated product costs relate to? Is it employee compensation? Is that just inflation of the bill of material or supply compensation? Or does it relate to some other matters? And what can you do to bring that down in Q4 and 2024?