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What were the key takeaways from Lotus Technology’s earnings call?

- **Revenue Recovery**: Q3 2025 revenue $137M (+10% QoQ), with full-year gross margin in high single digits. 
- **Hybrid Model Launch**: 2 new PHEV models (Q1 2026) targeting China and Europe's growing hybrid segments. 
- **Cost Optimization**: 8 consecutive quarters of reduced expenses, including store closures and U.K. HQ relocation. 
- **Acquisition Synergies**: Lotus U.K. integration to reduce costs and improve R&D, purchasing, and logistics efficiency. 
- **Market Expansion**: Entering Brazil (NEV 10.1% penetration) and hybrid-focused regions like Italy and Saudi Arabia. 


**【CFO Financial Commentary】**
- **Deliveries**: Q3 2025 deliveries of 1,800 vehicles (-35% YoY, +28% QoQ), with 4,612 units for the first 9 months (+40% YoY). Revenue: $137M (-46% YoY, +10% QoQ). 
- **Gross Margin**: Improved to 8% (Q3 2025) from 5% YoY, driven by upgraded model mix. Full-year gross margin expected in high single digits. 
- **Financial Metrics**: Operating loss of $95M (-41% YoY), net loss $65M (-68% YoY). Non-GAAP adjusted EBITDA narrowed to $294M (-48% YoY). 
- **Cost Control**: 8 consecutive quarters of reduced operating expenses, including store portfolio optimization and U.K. HQ relocation. 

**【CEO Strategic Updates】**
- **Product Portfolio**: 2025 model updates (Emira, Eletre, Emeya) with 2 new hybrid models launching Q1 2026. Key features: 1,000+ km range, 952 hp, dual-chamber suspension. 
- **Market Expansion**: 213 global stores (70 Europe, 54 China). Entering Brazil (NEV penetration 10.1%) and hybrid-focused markets like Italy, Spain, Saudi Arabia. 
- **Acquisition Integration**: Lotus U.K. acquisition expected in 2026, with One Lotus strategy for global brand alignment. R&D, purchasing, and logistics synergies to reduce costs. 
- **Racing & Branding**: Lotus Cup racing series success, London Design Festival showcase, and Macau Grand Prix podiums highlight brand heritage and product performance. 

**【Q&A Highlights】**
- **PHEV Model Strategy**: China's premium hybrid SUV segment (70% PHEV/EREV) and Europe's 73% PHEV/HEV share present growth opportunities. Lotus will be first premium hybrid entrant in Europe. 
- **Gross Margin Guidance**: Full-year 2025 gross margin in high single digits, improving in 2026 due to PHEV cost reductions, BEV facelifts, and Lotus U.K. integration. 
- **Cost Efficiency**: Manufacturing gross profit consolidation and supply chain economies of scale will drive margin expansion. 


Lotus Technology Inc. (LOT) Q3 2025 Earnings Call Transcript

Revenue

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LOT

LOT fundamentals

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