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.
16 matches for “Supply chain”; 5 quoted, at least 25 words apart.
…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…
…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…
…changing landscape, including vehicle price changes, tariff risk mitigation, and bifurcating the supply chain. These efforts are expected to help support overall cost effectiveness and…
…in KSA, M2 will allow us to optimize our production location and supply chain strategies utilizing this highly strategic geographic locale. But of course, we…
…just getting parts, but also getting people was challenging. We faced incredible supply chain disruption during the time when some of our suppliers were forced…
Where the listed words were said
…further complicate these efforts, and we are diligently working to optimize our supply chain and manufacturing plans for our mid-sized platform in response. In closing,…
…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.…
…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