NIO (NIO): FY26 Q2 earnings call, Sep 1, 2026

Tue, Sep 1Earnings callSpeaker-labelled transcriptNIO

No Kalshi or Polymarket word markets were listed for NIO’s Sep 1, 2026 earnings call (FY26 Q2). 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.

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

Speaker 2companyprepared

…and ongoing cost optimization. Despite pressure from sharply rising raw material and chip costs, the vehicle gross margin remained solid at 18.5%. The gross margin…

Speaker 2companyprepared

…roll out smart driving systems in parallel across general purpose and proprietary chip platforms, with a common software branch and synchronized releases. Users across different…

Speaker 2companyqa

…we've been facing pressure coming from the rising material costs, including memory chips, batteries, and also other bulk materials. If we look at the cost…

Speaker 2companyqa

…of our revenue. This is amid all the challenges coming from the supply side, the rising raw material costs on the chips and on everything.

Speaker 2companyqa

…that is our third generation platform equipped with Shenji NX9031 smart driving chip, where among this group of users, around 58% of them have been…

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