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- **Operational Turnaround**: 100% YoY cash flow growth, $21M expense savings, and 25% EBITDA increase. EZZY models dominate market, with 2026 product pipeline. 
- **Financial Resilience**: Energy business up 11.5%, gross margin 22.2% (YoY +5.9pp). 2025 revenue outlook $270-285M, despite hardware challenges, with focus on 2026 milestones: energy profitability, free cash flow in 2027, and hardware profitability in 2028.

**【CEO Summary Section】**
- **Operational Efficiency and Growth**: Achieved $25.7M in operating cash flow (YoY +100%), $21M in expense savings, and 25% increase in adjusted EBITDA to $47M. Gross margin improved to 19.3% (YoY +4.3pp) driven by cost optimization and product innovation.
- **Product Success**: EZZY and EZZY 500 models dominate Taiwan market, with EZZY as top-selling e-scooter for 5 months and EZZY 500 leading 125cc segment. 2026 product pipeline includes 3 new models targeting diverse segments.
- **Battery Innovation**: Developing next-gen battery with higher density and lower cost, compatible with existing ecosystem. Motor advancements for 2026 launch to enhance efficiency and performance.
- **Future Milestones**: Energy network profitability in 2026, free cash flow in 2027, hardware profitability in 2028. Focus on expanding into Southeast Asia with policy support and partnerships with cities and OEMs.

**【CFO Financial Commentary】**
- **Energy Business Growth**: Subscription revenue $38.9M (YoY +11.5%), 657K subscribers (+5% YoY). Hardware sales down 25.5% due to market contraction, but gross margin improved to 22.2% (YoY +5.9pp) from cost management and reduced inventory.
- **Cash Flow**: $25.7M operating cash flow (YoY +100%), narrowing net loss to $14.9M. 2025 revenue outlook $270-285M, impacted by market softness but strategic investments in R&D and upgrades for long-term health.

**【Q&A Highlights】**
- **CEO Vision**: Emphasis on operational resilience, product innovation, and expansion into growth markets. Confident in long-term value despite short-term stock decline post-reverse split, focusing on fundamentals and policy tailwinds.

Gogoro Inc. (GGR) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

GGR

GGR fundamentals

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