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.

37 matches for “Gravity”; 5 quoted, at least 25 words apart.

Marc Winterhoffcompanyprepared

…drive and live with on a daily basis. Turning to the Lucid Gravity. We are very excited by the strong interest we're seeing, and one…

Marc Winterhoffcompanyprepared

…of our most significant follower and engagement growth to date. The Lucid Gravity is not just another SUV. It's to both lead forward in design,…

Marc Winterhoffcompanyprepared

…the Lucid gravity is a game changer. MotorTrend said that the Lucid Gravity is as good as an EV SUV get. Edmunds wrote, Lucid passenger…

Marc Winterhoffcompanyprepared

…said, Lucid’s gravity’s brilliance makes other cars seem pointless. And the Lucid Gravity continues to attract new people to the brand with more than three-quarters…

Marc Winterhoffcompanyprepared

…next phase of marketing and growth. We have a very special Lucid Gravity campaign we are currently producing and which will air soon. Stay tuned,…

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