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Sep 30, 2025
Nio Q3 2025 Earnings Report
Nio reported increased revenue and narrower net loss in Q3 2025.
Key Takeaways
Nio delivered strong Q3 results with over 87,000 vehicles delivered and significant improvement in gross margin, although the company remained unprofitable. Operational and R&D efficiencies contributed to lower adjusted losses.
Revenue by Segment
Forward Guidance
Nio expects record deliveries and strong revenue growth in Q4 2025.
Positive Outlook
- Expected vehicle deliveries of 120,000–125,000 units
- Revenue guidance of $4.60B–$4.78B for Q4
- Year-on-year delivery growth of 65.1% to 72.0%
- Continued improvement in gross and vehicle margins
- Ongoing operational cost optimizations
Challenges Ahead
- Company remains unprofitable
- Heavy reliance on capital markets (recent $1.16B equity raise)
- Macroeconomic headwinds may affect demand
- Increasing competition in EV space
- Foreign currency risks impacting financial results
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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