Lucid (LCID): FY26 Q3 earnings call, Nov 9, 2026

Mon, Nov 9Earnings callSpeaker-labelled transcriptLucid

On its Nov 9, 2026 earnings call (FY26 Q3), Lucid said 6 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each.

Updated

Markets

14 words · 6 settled yes · our count agreed on 14 of 14
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityMarket
Saudi Public Investment Fund / PIF Yes45✓58%n=1+tx from settlement history blended with transcripts–
Autonomous Yes33✓79%n=1+tx from settlement history blended with transcripts–
OTA / Over-the-air Yes22✓52%n=1+tx from settlement history blended with transcripts–
Supply chain Yes11✓77%n=1+tx from settlement history blended with transcripts–
Arizona Yes11✓74%n=1+tx from settlement history blended with transcripts–
Tesla Yes11✓35%n=1+tx from settlement history blended with transcripts–
International No00✓28%n=1+tx from settlement history blended with transcripts–
BYD No00✓21%n=1+tx from settlement history blended with transcripts–
Luxury EV No00✓21%n=1+tx from settlement history blended with transcripts–
Gravity SUV No00✓18%n=1+tx from settlement history blended with transcripts–
China No01✓16%n=1+tx from settlement history blended with transcripts–
DreamDrive No00✓16%n=1+tx from settlement history blended with transcripts–
Charging infrastructure No00✓12%n=1+tx from settlement history blended with transcripts–
Reservation backlog No00✓12%n=1+tx from settlement history blended with transcripts–

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 Nov 9, 2026 02:04 UTC.

Transcript

quotes of at most 25 words

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

15 matches for “AMP-2”; 5 quoted, at least 25 words apart.

Silvio Napolicompanyprepared

The Uber Nuro robotaxi program is progressing as per plan. AMP-2 is moving towards inauguration and production readiness, and Midsize is now on track. Third,…

Silvio Napolicompanyprepared

…autonomous Lucid vehicles from our upcoming Midsize platform. Our third must-win is AMP-2, a new factory in Saudi Arabia. Over the last two months, AMP-2…

Silvio Napolicompanyprepared

…place. At this stage, our timeline is unchanged. We continue to expect AMP-2 to be ready for inauguration in the earlier part of 2027, and…

Silvio Napolicompanyprepared

Building on new production capacity at AMP-2, it will radically increase scale and improve unit economics. During Q3, Midsize continued moving closer to industrialization and…

Silvio Napolicompanyprepared

…improvement target for 2026. The Uber Nuro program is making good progress. AMP-2 is progressing towards production readiness, and Midsize is moving towards industrialization and…

Where the listed words were said

Silvio Napolicompany“Saudi Public Investment Fund / PIF” · prepared

On the basis of this progress, PIF, our anchor shareholder, decided to increase our credit facility, which resulted in $1.75 billion of increased liquidity. The…

Silvio Napolicompany“Autonomous” · prepared

…partner bringing their specific competence to the program, combining state-of-the-art autonomous technology, world-leading ride-hailing service, and software-defined vehicle platforms. Building on…

Silvio Napolicompany“OTA / Over-the-air” · prepared

…at source and in the field. For quality in the field, our over-the-air capabilities now enable us to monitor the health of customers' vehicles remotely…

Silvio Napolicompany“Supply chain” · qa

…in the process of finalizing all the individual element of the production supply chain. I mentioned how the painting is in the commissioning. I mentioned…

Silvio Napolicompany“Arizona” · qa

At the stage when the know-how transfer from Arizona, which is now in progress, will be completed, we're going to start producing one, two, 10,…

Kellie Mc Avoycompany“Tesla” · prepared

…Our next question comes from Steven H., who asks, "FSD is helping Tesla to secure more of the EV market. When will Lucid have a…

Agents: this page as TSV at /api/v1/appearances/lucid:2026-11-09:earnings_call · words: /api/v1/brief?appearance=lucid:2026-11-09:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP