NIO (NIO): FY26 Q1 earnings call, May 21, 2026

Thu, May 21Earnings callSpeaker-labelled transcriptNIO

No Kalshi or Polymarket word markets were listed for NIO’s May 21, 2026 earnings call (FY26 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

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

18 matches for “Chip”; 5 quoted, at least 25 words apart.

Speaker 11companyprepared

…delivered. The upgraded L90 now features NIO's in-house developed NX9031 smart driving chip, NIO World Model, and the SkyOS full-domain operating system. On May 15,…

Speaker 11companyqa

…rising material cost pressure facing by the entire industry, including the memory chips, battery materials like the lithium carbonate, as well as NCM, and also…

Speaker 11companyqa

…to sustain and support our investments into the key technologies such as chips, operating systems and etc., to make sure that we have strong competitiveness…

Speaker 11companyqa

…an advantage, especially for the rising raw material costs on the memory chips, batteries, copper, aluminum. There is no economy of scale for such components,…

Speaker 11companyqa

…costs as well as the prices of the semiconductors, especially the memory chips. As mentioned by Stanley, the cost impact is over RMB 10,000 per…

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