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.

26 matches for “ES8”; 5 quoted, at least 25 words apart.

Speaker 11companyprepared

…the NIO brand, since delivery began in late September 2025, the all-new ES8 reached its 100,000th delivery milestone in just 215 days, setting a new…

Bin Wanganalystqa

…several months, what's the roughly monthly volume guidance? Can ES9 impact the ES8 order flow? That's my first question. Second question is about the gross…

Speaker 11companyqa

…ES9 diluting or cannibalizing the focus or even the attention to the ES8. Instead, it is generating positive impact on the attention and the order…

Speaker 11companyqa

…in the store by experiencing and comparing between the ES9 and the ES8, some of them find that the dimensions and also the use cases…

Speaker 11companyqa

…One week after the ES9 launch, actually the order intake for the ES8 increased by 30%. Since the test drive started from May 11th, within…

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