NIO (NIO): FY24 Q4 earnings call, Mar 21, 2025
On its Mar 21, 2025 earnings call (FY24 Q4), NIO said 9 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 9 settled yes · our count agreed on 15 of 15- Kalshi: company speakers
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Delivery | Yes | 10 | 10 | ✓ | 95%transcripts from the transcript model | – |
| Chip | Yes | 8 | 10 | ✓ | 66%transcripts from the transcript model | – |
| Gross margin | Yes | 5 | 11 | ✓ | 87%transcripts from the transcript model | – |
| Supply chain | Yes | 5 | 7 | ✓ | 75%transcripts from the transcript model | – |
| Battery swap | Yes | 3 | 3 | ✓ | 65%transcripts from the transcript model | – |
| NIO Day | Yes | 1 | 1 | ✓ | 54%transcripts from the transcript model | – |
| ET5 | Yes | 1 | 1 | ✓ | 49%transcripts from the transcript model | – |
| ES6 | Yes | 1 | 1 | ✓ | 46%transcripts from the transcript model | – |
| Backlog | Yes | 1 | 1 | ✓ | 32%transcripts from the transcript model | – |
| Europe | No | 0 | 0 | ✓ | 77%transcripts from the transcript model | – |
| Subsidy | No | 0 | 0 | ✓ | 68%transcripts from the transcript model | – |
| Battery-as-a-Service | No | 0 | 0 | ✓ | 56%transcripts from the transcript model | – |
| ES8 | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| Autonomous | No | 0 | 2 | ✓ | 28%transcripts from the transcript model | – |
| Digital cockpit | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
Where the listed words were said
…72,689 Smart EVs, setting a new quarterly record. In December, amongst the deliveries, surpassed 30,000 for the first time. For 2024, the company's total delivery…
…in Q2, featuring upgrades in design, cutting experience, and a smart driving chip. Moreover, with another major product launching in the second-half of this year,…
…improve, along with growth in technology service revenue, leading to a positive gross margin in other sales in Q4. Now, I'd like to share some…
…growth of 36% to 43%. On the financial side, our efforts in supply chain optimization and cost control have delivered strong results. NIO’s vehicle margin…
…In addition, NIO has built over 25,000 power chargers and destination chargers. Battery swap remains the preferred recharging solution for NIO users on long trips.…
…of NIO. In that case, as we consumed all the existing order backlogs, we are facing larger pressures regarding the fresh orders. Starting this year,…
Agents: this page as TSV at /api/v1/appearances/nio:2025-03-21:earnings_call · words: /api/v1/brief?appearance=nio:2025-03-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP