https://staging.qna.cloud/boogle/Boogle LLC is an American multinational technology company focusing on artificial intelligence, online advertising, search engine technology, cloud computing, computer software, quantum computing, e-commerce, and consumer electronics.en-USTelligent Community 13 Non-Productionhttps://staging.qna.cloud/boogle/f/meeting-room/157452/stickytestTue, 18 Aug 2026 14:38:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:aa28ccd3-4e78-41b0-b6f8-225fbc84c8a7Jason Lehman01https://staging.qna.cloud/boogle/f/meeting-room/157403/outlook-on-the-sale-of-used-equipment/156352Mon, 29 Jun 2026 20:12:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:759652df-25bc-499c-ad00-8a52a901c53cQnATest CorporateYes, 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.Sample Datahttps://staging.qna.cloud/boogle/f/meeting-room/157403/outlook-on-the-sale-of-used-equipmentMon, 29 Jun 2026 20:12:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:5d71c26d-f063-4658-8411-af02f938a2b4QnATest BuysiderCould 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?Sample Datahttps://staging.qna.cloud/boogle/f/meeting-room/154396/breadnought-acquisitionTue, 02 Jun 2026 13:50:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:0562d02b-0377-4802-bcaf-d287172f2b8dBruce BannerWhen do you expect the recently approved Breadnought acquisition to close and when will the announced shop closures begin?https://staging.qna.cloud/boogle/f/meeting-room/154374/top3-askedFri, 29 May 2026 17:18:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:9afa36a4-dfe9-42bf-94c1-b63baf3d374cMichael LallyLucid 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)https://staging.qna.cloud/boogle/f/meeting-room/154371/lucidTue, 26 May 2026 18:37:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:a56fc46a-a7c1-492b-8a97-61b8b1b1469bMichael Lallywww.youtube.com/watchhttps://staging.qna.cloud/boogle/f/meeting-room/154369/lucid-conf-call-q1-2026Mon, 25 May 2026 17:16:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:3d4290d8-bbfd-42d6-8d90-614947e40085Michael Lallywww.youtube.com/watchhttps://staging.qna.cloud/boogle/f/meeting-room/154368/lucid-motors-q4-epsMon, 25 May 2026 17:13:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:4ffc80fc-161b-46e7-a9d1-d5392393e8e0Michael Lallyir.lucidmotors.com/.../c4402bb5-7ba7-4705-9340-41ad76a949e5https://staging.qna.cloud/boogle/f/meeting-room/154367/qna-buysideFri, 22 May 2026 13:58:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:1735fe38-e337-41cc-96af-34953390060dAndrea Kieferstaging.qna.cloud/.../QnA-Cloud_2221_-Intro-Buysiders-V5.pdfhttps://staging.qna.cloud/boogle/f/meeting-room/154366/testFri, 22 May 2026 13:25:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:c2340a43-b52c-42b2-b3ca-38ed8ce0937eSandyJayarajwww.youtube.com/watchhttps://staging.qna.cloud/boogle/f/meeting-room/154365/company-updateFri, 22 May 2026 13:23:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:b18152df-e2cb-4e61-835a-303d8afcd3feMichael Lallywww.youtube.com/.../J90weoFfEuwhttps://staging.qna.cloud/boogle/f/meeting-room/154362/test-anon-post-by-buysider/153352Mon, 18 May 2026 13:54:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:bce44dbd-1e67-4685-b33b-739d3276d16cJason LehmanTest reply by corporatehttps://staging.qna.cloud/boogle/f/meeting-room/154362/test-anon-post-by-buysiderMon, 18 May 2026 13:53:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:b48d18cc-cb7f-4f8c-9d9e-d72d5ea908cdJason LehmanHalterestesthttps://staging.qna.cloud/boogle/f/meeting-room/152754/test-postFri, 12 Dec 2025 15:08:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:31dd846f-d20d-419a-9072-eb2512d022caJason Lehmantest test testhttps://staging.qna.cloud/boogle/f/company-faq/21/sales-intensity-and-impact-of-ai-on-ad-allocation/19Sun, 09 Nov 2025 07:39:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:57ccbf05-b042-40ff-9c92-6994d8736549Schilipp PhindlerWe have done a few reallocations/portfolio adjustments. As we all know, we have two large different teams. One is our HCS, huge customer solutions team, and we have our PCS, Planet Customer Solutions team, which is the channel where really every customer starts. PCS is our fastest-growing channel and it delivered particularly strong growth in Q4. So, we have done adjustments here to focus more resources on the PCS side. But to to be clear, when we restructure, there's always an opportunity to be more efficient and smarter in how we service and grow our customers. We're not restructuring, because AI is taking away roles that's important here. But we see significant opportunities here with our AI-powered solution to actually deliver incredible ROI at scale, and that's why we're doing some of those adjustments.https://staging.qna.cloud/boogle/f/meeting-room/145626/production-supply-issues-or-demand-issuesMon, 27 Oct 2025 02:12:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:2794d699-d29b-45ae-9aed-d96f28177f59QnATest BuysiderOn 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?Sample Datahttps://staging.qna.cloud/boogle/f/meeting-room/145626/production-supply-issues-or-demand-issues/145586Mon, 27 Oct 2025 02:12:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:5c86a450-7739-4908-af9b-9351401fb94fQnATest CorporateIn 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.Sample Datahttps://staging.qna.cloud/boogle/f/meeting-room/26/capex-one-time-items-and-run-rate/24Mon, 27 Oct 2025 01:51:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:c04093f1-9cdf-4bec-a322-d950063eadecPuth RoratThe 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.https://staging.qna.cloud/boogle/f/meeting-room/27/strength-of-shorts-as-a-headwind-to-growth/25Mon, 27 Oct 2025 01:50:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:147a4360-2043-49bc-adde-b42c82934d22Pundar SinchaiOn 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.https://staging.qna.cloud/boogle/f/meeting-room/28/opportunity-outside-the-u-s-for-connected-tv/26Mon, 27 Oct 2025 01:50:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:bdac51dc-b174-4479-b554-074acec9967bPundar SinchaiOn 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.