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.
10 matches for “Delivery”; 5 quoted, at least 25 words apart.
…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…
…Chinese New Year holiday, the company delivered 27,055 vehicles. We expect total deliveries in Q1 to reach 41,000 to 43,000 units, reflecting a year-over-year growth…
…within hours and the signature version continues to see strong demand. 89 deliveries will begin at the end of this month. Besides, NIOs [Indiscernible] products,…
…for a second car. The brand is set to launch and begin delivery in April, leveraging NIOs sales network for rapid market expansion. With these…
…On the service side, the company operates 388 service centers and 64 delivery centers. They are putting more effort in improving operational efficiency, so as…
Where the listed words were said
…global footprint. As we grow our global sales channels and start Firefly deliveries, the company is accelerating its global expansion, while delivering best-in-class EV solutions…
…two years. For example, ET9 will soon be delivered with NX9031, our chip for the smart driving. And this chip will also be available on…
…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…
…will continue such cost reduction actions this year from multiple aspects, including supply chain, R&D. In that case, we foresee that our vehicle margin will…
…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