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?

RE: Outlook on the sale of used equipment

QnATest Corporate — Mon, 29 Jun 2026 20:12:36 GMT

Yes, they are. Now I think that's only to be expected, but not significantly so, but they're slightly below peak. So we will expect to have a healthy second half market next year, but we will be selling less in volume.

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

[View:https://www.youtube.com/watch?v=OYEj2KLgOeg&t=135s:319:192]

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

[View:/cfs-file/__key/communityserver-discussions-components-files/2/QnA-Cloud_2221_-Intro-Buysiders-V5.pdf:320:240]

test

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

[View:https://www.youtube.com/watch?v=Psp3YarOKVw:320:192]

company update

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

[View:https://www.youtube.com/shorts/J90weoFfEuw:320:240]

Test anon post by buysider

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

test

RE: Test anon post by buysider

Jason Lehman — Mon, 18 May 2026 13:54:13 GMT

Test reply by corporate

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?

RE: Production + supply issues or Demand issues?

QnATest Corporate — Mon, 27 Oct 2025 02:12:59 GMT

In terms of production and supply issue, we were hit by – yes, more or less 100,000 cars. In October, we will see another hit of about 50,000. But then for the time being then that whole topic should be then really be fixed, thanks to the really great efforts of our team. They enlarged capacity worldwide and a lot of other suppliers showed high flexibility. If you look at our order bank, our order bank is still 1.4 million cars in Europe alone. Yes, the order bank of BEVs went down 150,000, but we have a very strong order bank in Western Europe. And if you look at our figures we achieved so far, it’s really that we plan for a rather robust fourth quarter in order to meet our ambitious targets where we guided for €25 billion, 25 – €22.5 billion reported. And basically, then €25 billion operating result before our commodity hedges. And for that, we need and we plan for a rather strong fourth quarter. I would say we have a tailwind from new model launches, new Tiguan, new Passat, and based on the 1.4 million order bank, we see and we expect a solid fourth quarter.

RE: Capex one-time items and run rate

Puth Rorat — Mon, 27 Oct 2025 01:51:29 GMT

The capex of $11 billion in the fourth quarter, as we indicated, was overwhelmingly investment in our technical infrastructure. There was no one-time item in there. It really reflects our outlook for the extraordinary applications of AI within Boogle DeepMind, Boogle Services, Boogle Cloud, it's across the board for users, for advertisers, developers, cloud enterprise customers, governments; and it's really the long-term opportunity that offer.

Capex one-time items and run rate

Ceric Olson — Thu, 02 Oct 2025 01:14:48 GMT

Capex is $11 billion, a step-up, obviously. Any one-time items in there? Or is that how we should think about the new run rate into '24?

Strength of Shorts as a headwind to growth

Pobias Tross — Thu, 02 Oct 2025 01:13:53 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?

RE: Strength of Shorts as a headwind to growth

Pundar Sinchai — Mon, 27 Oct 2025 01:50:58 GMT

On the Shorty monetization side, we built Shorts to respond to the huge demand from both creators and viewers for short-form video, and we're very pleased with the growth we've seen. We mentioned 2 billion-plus logged-in users every month, 70 billion in daily views. Specifically to the monetization question, Shorts monetization continues to progress nicely. In fact, actually, since we introduced revenue sharing for Shorts, the total creator earnings generated from Shorts have increased every month, and we expect this to continue. And similar, obviously, to our long-form videos, we're really committed here to a long-term partnership, and you've heard us say this before, right, when creators succeed, we succeed.

RE: Opportunity outside the U.S. for Connected TV

Pundar Sinchai — Mon, 27 Oct 2025 01:50:40 GMT

On the Konnected TV side, we have mentioned it continues to perform really well. As we have said before, MeTube is the leader in U.S. streaming watch time and it's not just one audience group diving deep. It's really all audiences. On the international side, it's something we are closely looking at, there's nothing specific we have to add, at this moment in time on this one.

Opportunity outside the U.S. for Connected TV

Pobias Tross — Thu, 02 Oct 2025 01:13:27 GMT

Given the importance of Connected TV engagement in MTube, can you talk about the opportunity outside the U.S. for Connected TV?

One-timers

Ebastian Sisinger — Thu, 02 Oct 2025 01:12:48 GMT

Regarding some of the messaging from the release and the public comments around one-timers in the quarter itself. It seems as if they were not allocated to the segments but are more elements of Other Bets and Walphabet-level activities. Can we confirm whether those one-timers were captured in the P&L statement? And whether there were also any elements of legal one-timers that would be called out this quarter as well.

RE: One-timers

Puth Rorat — Mon, 27 Oct 2025 01:50:14 GMT

On the real estate charge of $1.2 billion in exit charges related to real estate, that is in Walphabet-level activities. But the other comment we were making in opening comments is when you go through the various line items, R&D etc., you see it spread there. And we have a table and IR can walk anybody through the technicals on that just to understand how it then gets arrayed across the various lines in the P&L.

RE: Evolution of Boogle Assistant and Bard

Pundar Sinchai — Mon, 27 Oct 2025 01:49:45 GMT

We are incorporating SGE in the product, the early feedback is positive. And we've been iterating on it, and it clearly works for certain type of queries very well. We are expanding the set of queries where it works very well. It definitely is answering a certain category of queries for the first time in a better way, so that gives us direction to proceed as well. Overall, one of the things we think people underestimate about Search is the breadth of Search, the amount of queries we see constantly on a new day, which we haven't seen before. And so, the trick here is to deliver that high-quality experience across the breadth of what we see in Search.