Lucid (LCID): FY25 Q1 earnings call, May 6, 2025
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.
UpdatedMarkets
15 words · 3 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 |
|---|---|---|---|---|---|---|
| Supply chain | Yes | 15 | 16 | ✓ | 61%transcripts from the transcript model | – |
| Autonomous | Yes | 7 | 7 | ✓ | 38%transcripts from the transcript model | – |
| Arizona | Yes | 5 | 5 | ✓ | 73%transcripts from the transcript model | – |
| Saudi Public Investment Fund / PIF | No | 0 | 0 | ✓ | 86%transcripts from the transcript model | – |
| Gravity SUV | No | 0 | 0 | ✓ | 71%transcripts from the transcript model | – |
| OTA / Over-the-air | No | 0 | 0 | ✓ | 61%transcripts from the transcript model | – |
| Tesla | No | 0 | 0 | ✓ | 53%transcripts from the transcript model | – |
| International | No | 0 | 0 | ✓ | 24%transcripts from the transcript model | – |
| Luxury EV | No | 0 | 0 | ✓ | 19%transcripts from the transcript model | – |
| BYD | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Charging infrastructure | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| China | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| DreamDrive | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Lucid Air deliveries | No | 0 | 0 | ✓ | 15%transcripts from the transcript model | – |
| Reservation backlog | 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.
5 matches for “Arizona”; 5 quoted, at least 25 words apart.
…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…
…paid approximately $17 million in cash, plus the assumption of their two Arizona leases, truly a great deal that allows us to gain assets that…
…like our drive units, battery modules, and packs in the U.S. in Arizona, but changes in policy bring about uncertainty until we get more definitive…
…OEMs, we have some advantages. Our U.S. Manufacturing plant, AMP-1, is in Arizona, and we vertically integrate our technology, which provides flexibility. And we will…
…we did pay approximately $17 million in cash plus two leases in Arizona that we have assumed. So I think that this could mitigate some…
Where the listed words were said
…initiatives to mitigate some of the tariff impacts, including collaborating across the supply chain to share challenges and financial responsibilities. For example, when you look…
…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.…
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