Lucid (LCID): FY25 Q1 earnings call, May 6, 2025

Tue, May 6Earnings callSpeaker-labelled transcriptLucid

On its May 6, 2025 earnings call (FY25 Q1), Lucid said 3 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.

Updated

Markets

15 words · 3 settled yes · our count agreed on 15 of 15

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.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityMarket
Supply chain Yes1516✓61%transcripts from the transcript model–
Autonomous Yes77✓38%transcripts from the transcript model–
Arizona Yes55✓73%transcripts from the transcript model–
Saudi Public Investment Fund / PIF No00✓86%transcripts from the transcript model–
Gravity SUV No00✓71%transcripts from the transcript model–
OTA / Over-the-air No00✓61%transcripts from the transcript model–
Tesla No00✓53%transcripts from the transcript model–
International No00✓24%transcripts from the transcript model–
Luxury EV No00✓19%transcripts from the transcript model–
BYD No00✓15%transcripts from the transcript model–
Charging infrastructure No00✓15%transcripts from the transcript model–
China No00✓15%transcripts from the transcript model–
DreamDrive No00✓15%transcripts from the transcript model–
Lucid Air deliveries No00✓15%transcripts from the transcript model–
Reservation backlog No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

Where the listed words were said

Marc Winterhoffcompany“Supply chain” · prepared

…guidance in more detail, but I wanted to highlight that the automotive supply chain is global. And of course, I don’t believe anyone can be…

Marc Winterhoffcompany“Autonomous” · prepared

…further boost our technology leadership in many dimensions, including our ADAS and autonomous driving roadmap, bringing cutting edge innovation from the lab to the road.…

Marc Winterhoffcompany“Arizona” · prepared

…and licensing business. We’ve also seen interest in our manufacturing capability in Arizona. As OEMs look for more capital efficient strategies to make vehicles in…

Agents: this page as TSV at /api/v1/appearances/lucid:2025-05-06:earnings_call · words: /api/v1/brief?appearance=lucid:2025-05-06:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP