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.
7 matches for “Autonomous”; 4 quoted, at least 25 words apart.
…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.…
…dynamics, and thermal transfer, analyze electromagnetic flux, and accelerate AI training for autonomous systems, digital twin technology, and large language models. We are excited about…
…efficient way for us, particularly around AI models for ADAS and for autonomous driving. But that’s not the only thing. Developing new materials and simulation…
…leadership in EV technology, but also then leadership in the areas of autonomous driving and ADAS. So it’s a really I cannot stress enough how…
Where the listed words were said
…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…
…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