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.
7 matches for “Supply chain”; 5 quoted, at least 25 words apart.
…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…
…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…
…year, we have started an all-employee comprehensive cost reduction initiative covering R&D, supply chain, sales, and also service teams. We call it CBU or sales…
[Foreign Language] The first question is about cash position, supply chain perspective against that and also potential financing. So if we see our net cash…
…spending in the tooling’s and also the production equipment together with our supply chain partners. And in the meantime, as we are launching new products,…
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…
…services and also revenues from the technical services we provide to the supply chain partners and also to affiliated parties. And in Q4, we have…
…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