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Jun 30, 2025
WeRide Inc Q2 2025 Earnings Report
WeRide reported strong top-line growth in Q2 2025 with record robotaxi revenue and expanding global presence.
Key Takeaways
WeRide achieved significant revenue growth in Q2 2025 driven by an 837% surge in robotaxi revenue, robust product and service sales, and strategic geographic expansion. However, the company posted a net loss due to elevated R&D and compliance costs.
Total revenue rose to $17.8 million, up 60.8% YoY.
Robotaxi revenue surged 836.7% YoY to $6.4 million, now 36.1% of total revenue.
Net loss narrowed to $56.7 million, while adjusted net loss was $42.0 million.
R&D expenses reached $44.5 million, reflecting continued technology investment.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
WeRide plans continued global expansion, especially in the Middle East and Asia, leveraging its growing robotaxi fleet and autonomous tech breakthroughs.
Positive Outlook
- Robotaxi operations expanded to 6 countries with regulatory permits.
- Fleet tripled in Abu Dhabi and expanding to Dubai and Saudi Arabia.
- New robotaxi CER model launched in partnership with Chery.
- HPC 3.0 platform reduces autonomy system cost by 50%.
- Improving unit economics and scalable robotaxi ops signaled.
Challenges Ahead
- Net losses persist due to high R&D and compliance costs.
- Revenue from ADAS R&D services declined YoY.
- Gross margin remains relatively modest despite tech advances.
- Product cost increase due to hardware investments.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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