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r/nior/nio· u/AI-is-4-StupidPeople· 24d agoNews 24

Q1 financials will beat expectations

Investor summaryBullish

NIO Q1 EPS loss expected to beat estimates by >100% on 98% YoY sales growth and cost cuts; profitability forecast for next 3 quarters.

Bull points
  • Q1 sales increased 98% YoY, driving higher revenue despite seasonal lows.
  • Significant cost cutting and reduced R&D expenses will narrow the EPS loss well beyond street expectations.
  • New model launches in Q2 are expected to drive profitability in the following three quarters.
NIO财报季电动车
Post body

The street expectations is 0.24/share loss. Q1 always being the lowest sales of the year, profit is not expected , hence the low street expectations.

However given 98% increase in sales in Q1 YoY and the cost cutting/much reduced R&D, NIO will may shock the markets by over 100 % beat in expectations (my gut feeling around 0.10-0.12 per share loss)

And next 3 Quarters certainly to be profitable , with all new launches (L80, ES9 plus upgraded existing models) kicking in Q2.

Discussion · top comments15 selected
u/Zealousideal_Rise607 8· 24d ago

You created sub perfect for shorts to flood it with fud

u/Zealousideal_Rise607 6· 24d ago

85% shorts here now attacking with fud

u/Sohlla 0· 24d ago

Compte de 3 mois bizarre

u/Zealousideal_Rise607 1· 24d ago

You can close old and open new, weird

u/Zealousideal_Rise607 0· 24d ago

Reddit is weird too

u/Zealousideal_Rise607 4· 24d ago

You have no idea what you talking about, do you listen shorts to getting all that misleading nonsense?

u/Kroketten2 2· 24d ago

It's the documents from the investors page the Nio website..

u/Zealousideal_Rise607 3· 24d ago

Its gona be profitable, they do early earnings that usual

u/WardCura86 3· 24d ago

They beat their q1 guidance. Last month is for q2 not q1.

u/Educational-Yard-320 3· 24d ago

Doesn’t seem like L80/ES9 sales are going to go well….

u/acebucked 4· 24d ago

40,000 presale on the ES9 are great numbers

u/Head-Link3806 1· 24d ago

I haven’t heard anything concrete on the ES9 or L80 numbers I don’t know what to make of it, they beat their delivery guidance I think they beat estimates but profit who knows if it’s a profit I expect an uptick but it’s lost a lot of ground getting back to $6 would be nice, past that I think we need a big surprise on ES9/L80 orders and need a uptick in full year guidance although these guys dont have the best reputation on those predictions

u/Kroketten2 1· 24d ago

So I should not compare these two following quarters with such a big difference? Strange that you seem to be the arbiter about who should be an invester and what I should look at. I already made my money, but thanks for the advice.

u/Zealousideal_Rise607 1· 24d ago

You made money with NIO😅😏or you just are one of these 🤡shorts

u/Zealousideal_Rise607 0· 24d ago

👍