r/nio
NIO Q1 and beyond
Author projects NIO's continuous delivery growth will lead to reduced losses and its first full-year profitability in 2026.
- Consistent quarter-over-quarter and year-over-year delivery growth over the past two years.
- Projected 98% jump in Q1 2026 deliveries compared to the previous year.
- Expectation of significantly reduced losses, leading to the first full-year profitability in 2026.
NIO’s sales by quarter in the last 2 years have continuously increased both QoQ (seasonality) and YoY (increase sales , performance. As clearly seen below, this is the trend.
NIO Quarterly Vehicle Deliveries (2024–2025)
Q1: 30,053 (2024) → 42,094 (2025)
Q2: 57,373 (2024) → 72,056 (2025)
Q3: 61,855 (2024) → 87,071 (2025)
Q4: 72,689 (2024) → 124,807 (2025)
NIO had reported already 98% jump in deliveries in Q1/26 compared to 2025. (From 42 K to 83 K) . So I expect significantly reduced loss from a year earlier (Q1 having the lowest sales volume in the year for all car manufacturers). Q2, Q3, Q4 will be profitable making 2026 the first profitable full year!
Exciting days ahead …
The whole year of 2026 for Nio, will be profitable.
Meanwhile BYD is hiring Daniel Craig for their ads to bring in western attention.
What is NIO doing?
Because BYD has nothing better to offer . It’s an insult to compare NIO to Didi fleet car BYD . NIO is luxury and quality and it’s an expensive car for Europeans who are becoming poorer everyday. China alone is 2 x the entire population of euro, then there is other Asian countries with lower import duties with huge population . Money has been generated in Asia now not in Europe. NIO should advertise with Korean movie stars and Chinese olympians or ads are needed not with European stars ! I suggest that we all harness our western obsession and get up to speed with where the economy and culture has been shifting to since last 2 decades
The hard truth tho is that mr market doesnt care about that.
Western presence and acceptance would lead nio higher.
As unique as nio is, its being ignored in the EU and US and untill then the stock aint gonna fly.
You have point and I agree that market doesn’t care about it…… but until the time comes . Not sure how young you’re but over 20 years ago APPLE nearly went bankrupt , stock trading at around $1 (split many times later). Market cap increased probably over 1000 times in the process . I’m neither suggesting NIO will shoot up 1000 times not we will wait 20 years . I just mentioned it to highlight market (made up mostly of the “herd”) behaviour !
I may be wrong but I believe, when the Chinese deadly price wars end with consolidation and when westerners’ ongoing love for petrol cars with engine sounds and manual shift sticks diminishes , NIO will be the Mercedes/BMW/lexus of the EV’s; never the biggest volume , but consistently profitable , desirable , admired car maker.
I know , still the most important “market” place … but it’s descending fast from its 20th century roots. Like it or not future is PRC representing 21st century ! No country who does not “make” things will enjoy their historical superiority … examples are France , UK , and soon USA.
🤦♂️
Did you give up on the battery swap schtick on the other account? Why not just stay on that account?
NIO needs to review its international expansion strategy