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Mar 31, 2025
Nio Q1 2025 Earnings Report
NIO reported widened losses in Q1 2025 despite strong year-over-year growth in vehicle deliveries.
Key Takeaways
NIO Inc. delivered strong year-over-year growth in deliveries, boosted by both its premium and family-oriented brands. However, losses remained high, and operating expenses were a key pressure point. Revenues declined sharply quarter-over-quarter due to seasonal factors.
Revenue by Segment
Forward Guidance
NIO expects Q2 2025 revenues to rise on the back of new product launches and recovering delivery volumes.
Positive Outlook
- Vehicle deliveries projected between 72,000 and 75,000 units in Q2.
- Revenue guidance set between $2.689B and $2.765B.
- New products like the ET9 and Firefly gaining traction.
- Demand rising for ONVO L60.
- Expanded product upgrades launched in May 2025.
Challenges Ahead
- High operating expenses remain a drag.
- Net losses still substantial despite cost controls.
- Gross margin lower than in Q4 2024.
- Q1 revenue dropped nearly 39% QoQ.
- Manufacturing costs per unit rose due to lower production volumes.
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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