Detailed view for this entity.
“To deliver on this goal, cost reduction was the necessary path forward. NIO's CFO also made it clear in the earnings call that cutting costs and increasing revenue together drove the profit breakthrough.”
“NIO's total R&D budget is 10.6 6 billion UN down 18.7% from 13 billion UN in 2024.”
“NEO's employee count shrank from 45,000 to 35,000, a net reduction of over 10,000 people.”
“The biggest pressure over the past year was achieving quarterly profitability. To deliver on this goal, cost reduction was the necessary path forward.”
“There's a huge sentiment shift here in China, and this is absolutely amazing. It's super beneficial for consumers, and this is happening right now.”
“we can't even get Neo cars at our North China dealership anymore. Other dealers are facing the same car shortage.”
“looking at almost 100,000 locked-in orders for just the ES8 alone. He simply said, 'Do the math, guys.'”
“they will be fully ramped up to 15,000 per month in December.”
“You have fully booked capacity in Q1. Q1 capacity for ES8 is already fully accounted for.”
“the biggest trick that they got limited editions. All right. You've seen that with the Firefly car, not Traveler Edition. ET5T with the Tram Edition. When a car doesn't have enough orders or whatsoever, they come out with all these kind of different limited editions. And you can expect the same.”
“Nio CEO is flexing. He's celebrating, man. He's telling everybody, 'We got so many orders. Things are going so damn well here in China for Nio as a company.'”
“Nio is absolutely taking off their orders. They got so many orders, doing double shifts, they're pumping out as many cars as they can. And we are way underestimating how many orders they have.”
“There's so many people ordering the ES8. And I'm also seeing a lot of people online kind of complaining about waiting for the ES8. 'Oh my god, I saw another ES8. I still have to wait for mine.' And people complaining about that. So, that's a good thing, right? That means there's a lot of demand.”
“No, no, no. This is a big wake-up call to everybody that Nio is the new sheriff in town. All right. They are here to stay. And yeah, they are here to rule.”
“we will increase the production capacity to 15,000 units in December this year.”
“But, the gist of it is NIO has own full stack algorithm. Everything is self-developed.”
“NIO's own self-developed chip, 5-nanometer chip, it's the first one to be on the car uh before anybody else, even before Nvidia.”
“They do have the AI Nomi, right? And that's like their AI chatbot, I suppose. But, it's only available in the cars.”
“We launched automotive grade 5-nanometer chips. We've been global leaders in smart driving chips.”
“if I verify a new model's safety improvements, we use swarm intelligence to verify safety.”