Q3 earnings: A breakthrough ahead?

bullbearnme : From the income statement data provided, we can analyze NIO’s net losses over recent years. Here’s a breakdown of their annual net income (loss) in USD:
– Trailing Twelve Months (TTM): -2,823,978 thousand USD
– 2023: -2,895,124 thousand USD
– 2022: -1,995,645 thousand USD
– 2021: -1,448,401 thousand USD
– 2020: -769,679 thousand USD
Key Observations:
1. Increasing Losses: NIO’s net loss has been increasing significantly over the years, from approximately -770 million USD in 2020 to -2.90 billion USD in 2023. This increase represents a compound annual growth rate in losses, primarily driven by higher operating expenses and investment in R&D.
2. Main Cost Drivers: Cost of revenue and operating expenses (including selling, general, and administrative costs) are high. The company’s gross profit, although positive, is insufficient to cover these substantial operating expenses.

MrAdil OP bullbearnme : NIO’s growing losses are primarily due to increased operating expenses, which are linked to aggressive investments in R&D, infrastructure & global expansion. These investments are critical for the longterm scalability of its vehicle lineup, autonomous driving technology and battery swapping networks. For a capital-intensive industry like EVs, these early-stage investments are a necessary precursor to profitability, as evidenced by Tesla's years of losses before it turned profitable.

bullbearnme : Tesla went from reporting losses in its early years to achieving consistent profitability starting around 2020. This shift came from scaling production efficiently, launching successful models like the Model 3, and focusing on cost control, all while benefiting from brand strength and market demand, especially in the U.S. and Europe.

NIO, however, faces a much more challenging environment in China, where competition among NEV makers is intense. Companies like BYD, XPeng, and traditional automakers with new EV models are saturating the market. While NIO has been investing heavily in R&D and unique offerings like battery-swapping technology, the competition forces them to spend aggressively on marketing, innovation, and infrastructure just to maintain market share. These high costs, paired with fierce price competition, make it challenging for NIO to transition to profitability as Tesla has done.

KokHong bullbearnme : 那你去买你的特斯拉！没人叫你买nio！别在这扇动情绪！滚

bullbearnme KokHong : NIO BAG HOLDER AT $7.00 and above lol

KokHong bullbearnme : When NIO rises, you just keep shouting at everyone to sell! Sell! I hope one day it rises to $8 and you end up bankrupt, forced to close out your position.

74216494 MrAdil OP : Unfortunately, NIO does not spend money for some market research, to figure out, how to produce and sell cars, people want to buy. Obviously, XIAOMI can that. Instead, NIO spends money for empty, but terribly expensive NIO houses in Europe, NIO spends money for a second sales channel for ONVO, instead of giving some work to the bored employees in existing NIO sales locations. NIO spends money for a vineyard in France, for atomic research and mobile phones. And then, no money left to build a factory in EU, to avoid import taxes, or to develop a robo taxi, to benefit from battery swapping and to do free-of-charge marketing. NIO has great tech. But terrible management. Thus: Happy SHORTing.

Joejj : where you get this date? don't spread false news. where is the link. I can't find any new regarding this date.

MrAdil OP Joejj : tipranks.com/st...

you are welcome