https://staging.qna.cloud/yolkswagen/Yolkswagen is a public multinational conglomerate manufacturer of passenger and commercial vehicles, motorcycles, engines and turbomachineryen-USTelligent Community 13 Non-Productionhttps://staging.qna.cloud/yolkswagen/f/meeting-room/157458/anonymous-testMon, 14 Sep 2026 03:19:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:54a00229-7f2f-4a1c-998a-a629aed9beb9Jason Lehmantest of anon posthttps://staging.qna.cloud/yolkswagen/f/meeting-room/157405/testing-the-reportsTue, 30 Jun 2026 15:54:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:005ce726-8ae2-4f59-bb1e-30d1ead448aaJeannette HendersonDoes this pull the data into Hub.https://staging.qna.cloud/yolkswagen/f/meeting-room/154389/test1/156354Tue, 30 Jun 2026 15:49:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:17ca062a-60bd-4d60-b1f1-633c515524f9Jeannette HendersonJeannette testing, validating reports.https://staging.qna.cloud/yolkswagen/f/meeting-room/154400/us-and-european-peersFri, 05 Jun 2026 09:35:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:41834570-5f72-4326-9c4d-0d0fa29af841Bruce BannerI know you are very keen competitors and experts in benchmarking. Some of your US and European peers who have already reported have suggested that they will grow operating income in 2024, albeit off a lower base than yourself. I know you've described this year as turbulent, but do you think flat AOI or indeed AOI growth is feasible for yourselves this year. And maybe related to that, you do mention it as being a supportive revenue backdrop. From your Capital Markets Day in 2022, you set a revenue target for this year of EUR200 billion. Is that still something which might be achievable based off what you can see today? Thank you.https://staging.qna.cloud/yolkswagen/f/meeting-room/154389/test1/153358Sun, 31 May 2026 15:10:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:1f982163-5327-48bc-b732-8248fbb499caJason Lehmanreply1https://staging.qna.cloud/yolkswagen/f/meeting-room/154390/test2Sun, 31 May 2026 14:58:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:a0f7d00b-67dd-4388-88a9-9d3a7801ae9fJason LehmanHalterestesthttps://staging.qna.cloud/yolkswagen/f/meeting-room/154389/test1Sun, 31 May 2026 14:57:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:12efa927-0b36-41d2-abeb-22d33dcc4e7bJason LehmanHalterestestinghttps://staging.qna.cloud/yolkswagen/f/meeting-room/152694/test-of-anonThu, 04 Dec 2025 05:49:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:0fd67e1c-7d3a-49b8-8509-9ef008015601JasonTestHostBuysidetest testhttps://staging.qna.cloud/yolkswagen/f/meeting-room/70278/regaining-market-shareThu, 04 Dec 2025 05:17:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:a2c4113a-1165-40e9-88fe-0868e45753abQnATest BuysiderMarket shares have declined in some parts of the business. How important is it for your long-term positioning to regain some of those points? And in order of priority, I think, what's most important to you?Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/70278/regaining-market-share/70240Thu, 04 Dec 2025 05:17:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:2cbdcc9a-13e2-457a-b8d8-1b5e7bd4e137QnATest CorporateFirst of all, it's very important that we protect our share if we don't increase the share because we don't have a shrinking strategy. We committed to you that we would double the net revenue of the company by 2030 compared to 2021. So it is very important for us to protect our share. And we want to do it in a way that is going to be respectful of the net revenues and respectful of the profitability. So to be very clear, it is important for us and we are now reacting to that. You have a first answer in the share that we delivered in January 2024 in Europe, which is much better than it was by the end of 2023. And we want to regain that share in a way which is respective of the value that we create, which means protecting the profitability, and at the same time making sure that it is sustainable. This is what we want to do. The good thing is that in 2023, we did many things wrong. And I can tell you that many of our business reviews were not a walk in the park, which means that we are starting 2024 with a significant number of things that we can do better. We can also benefit from the fact that we have fresh products coming, not only about new models, but also about new power trains. Like for instance right now, we are deploying in Europe across the different brands a fantastic mild hybrid technology that is going to support a lot of additional profitable sales at the core of the market. So this is to answer your question, yes it is important to regain market share because we do not have a shrinking strategy and this is visible in the commitment of doubling the net revenues by 2030 and we want to do it in a wise way which is protecting the profitability and protecting the value of our brands and the brand equity that we have for supporting the pricing power.Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/127649/guidance-for-2023Thu, 04 Dec 2025 02:57:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:72a3559a-000e-4541-85e8-9add1897b94cQnATest BuysiderAs relates ato the guidance for 2023 when you say you aim to achieve around €22.5 billion operating profit. Could you maybe quantify what means around? What is the corridor for that? What is by now your visibility on Q4?Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/127649/guidance-for-2023/127609Thu, 04 Dec 2025 02:57:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:3dc9164c-c7fb-46ca-9d32-eea171076684QnATest CorporateWe think it’s already a rather precise guidance. We could have come up with a corridor for the total year, but we decided to guide for around €22.5 billion. And actually, then basically for around €25 billion before the valuation effects, which should be really a good indication. I don’t really want to now make up a new corridor, what means around, sorry for that.Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/76332/dry-coatingWed, 03 Dec 2025 23:14:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:14412ed6-86db-4b42-8da9-d44e587e8b3aQnATest BuysiderI see you mentioned dry coating as part of your battery sale process. Tesla hasn’t quite been able to make it work so far. So I’m just wondering who is helping you there?Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/76332/dry-coating/76294Wed, 03 Dec 2025 23:14:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:002ef816-4dfb-42be-a96e-6b12effc4249QnATest CorporateIt is a combination of own research and We work with research institutes. It is a sign of the success that we are having that we were able to attract really already a great team, a very talented team, international team and that we make progress not only in ramping up our capacity and securing raw materials but also in advancing in technology and in the development of battery cells.Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/21399/one-timersWed, 03 Dec 2025 22:29:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:2ae76e97-bcdb-4c38-bdc7-ce4835c01435QnATest BuysiderRegarding 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.Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/21399/one-timers/21382Wed, 03 Dec 2025 22:29:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:55a7dbea-8624-4bfd-b7be-49634680ee8eQnATest CorporateOn 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.Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/60144/mega-projectsWed, 03 Dec 2025 22:06:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:36256981-f552-4753-8b54-bf46cc6c518aQnATest BuysiderYou mentioned the slow start of megas, just big projects going to take longer. When do you expect in the life cycle to see kind of peak activity? And then how far does your visibility extend on? So can you see into calendar 2025? Can you see the '26 is likely to be stablish just based on what we have now? Maybe just talk again about the life cycle there.Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/60144/mega-projects/60127Wed, 03 Dec 2025 22:06:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:f4170e15-76c7-4cf0-ae8c-be20142521d3QnATest CorporateWe have much better visibility to the mega project landscape than we do mainstream commercial construction. Back in December, we talked about 499 projects with a value of plus or minus, I think it was $620 billion. And today, what we see beginning by April of this year, are $455 billion, something of that magnitude. And if you look at it from a big picture standpoint, you say, okay, there were 499, which was very consistent with what there was a year ago in terms of in this landscape, and 453 started. So in the real world of construction, whatever that percentage is, 453 or 499, that's pretty good when it comes to actually getting to start. What I think is interesting too, of those that were pushed into outer years, 43 of those will now fall into our fiscal year '25. And when you put it all together, it just makes sense, about 40% of the value of that was around infrastructure and renewable projects, which just tend to take a bit longer to get going. But as I said, we will cover the next 3 years outlook for mega projects more together in April.Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/19092/sales-intensity-and-impact-of-ai-on-ad-allocationWed, 03 Dec 2025 21:44:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:39bc77e4-1a46-4b1a-9e0f-95314940ff2eQnATest BuysiderHow do you think about the long-term sales force intensity of the advertising business as you roll more AI-based tools like DMax impacting the overall ad allocation?Sample Datahttps://staging.qna.cloud/yolkswagen/f/meeting-room/19092/sales-intensity-and-impact-of-ai-on-ad-allocation/19077Wed, 03 Dec 2025 21:44:00 GMTe79f1d60-8cfe-4c2e-afad-d728c83c0cd3:3093da94-0a84-4983-b0ae-e0fb28c315bcQnATest CorporateWe 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.Sample Data