ZEEKR ZK 2025Q2 Earnings Preview Upside Potential Driven by Strategic Partnerships with Waymo

Forward-Looking Analysis
ZEEKR is poised for significant growth in the upcoming 2025Q2 earnings report due to strategic collaborations and product advancements. The partnership with Waymo on autonomous vehicles, highlighted by the Zeekr RT debut at CES 2025, is expected to bolster revenue streams. ZEEKR’s full rollout of the OS 2.0 version, along with the anticipated OS 4.0, suggests enhanced user experience and potential customer retention, which could positively impact net profit and EPS. Analysts predict revenue growth from new model releases, such as the luxury MPV Zeekr 009. No explicit predictions about net income or EPS exist from the provided content, but these technological advancements and strategic partnerships indicate a potential increase in future earnings.

Historical Performance Review
In 2025Q1, ZEEKR reported a revenue of $22.02 billion, a net income deficit of $763 million, and an EPS of $-0.28, with a gross profit of $4.21 billion. This quarter reflected challenges in profitability despite substantial revenue generation, indicating potential operational or market inefficiencies that may need addressing in upcoming reports.

Additional News
ZEEKR has been actively developing new products and engaging in strategic partnerships. The collaboration with Waymo to develop autonomous vehicles is a significant move, showcasing the Zeekr RT model at CES 2025. Additionally, ZEEKR has initiated a major software upgrade with ZEEKR OS 2.0 and is planning the rollout of OS 4.0, enhancing vehicle functionality and user experience. The release of the luxury MPV Zeekr 009 further diversifies their product lineup, targeting higher-end market segments. These developments reflect ZEEKR's commitment to innovation and market expansion.

Summary & Outlook
ZEEKR's financial health shows promise despite past profitability challenges. The partnership with Waymo and continuous product innovation are strong growth catalysts, potentially improving future net income and EPS. While historical performance was bearish due to a net income deficit, the strategic advancements and new product launches position the company for a bullish outlook. Enhanced technological offerings and market expansion indicate potential revenue growth and improved profitability in future quarters, providing optimism for investors and stakeholders.