)

ECARX Holdings (ECX) investor relations material
ECARX Holdings Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Q2 2025 revenue reached $155.6 million, down 10% year-over-year, impacted by seasonal headwinds and contract timing.
Operating expenses declined 20% year-over-year to $57.2 million, reflecting a lean operating strategy.
Shipments of Antora® series solutions surged 112% year-over-year to 135,000 units, with over 9.3 million vehicles on the road using company products as of June 2025.
Expanded global partnerships, secured over $1 billion in lifetime overseas contract revenue, and opened a new headquarters in Singapore.
Serving 18 OEMs across 28 vehicle brands globally, with growing presence in both automotive and non-automotive sectors.
Financial highlights
Total Q2 2025 revenue: $155.6 million, with sales of goods revenue at $131.2 million, up 1% year-over-year.
Gross profit was $16.8 million, down 58% year-over-year; gross margin declined to 11% from 23% due to pricing and mix shifts.
Adjusted EBITDA (non-GAAP) loss was $29.7 million, slightly higher than the prior year.
Net loss for Q2 2025 was $45.4 million, with a net margin of (29%).
Cash and restricted cash stood at $99.2 million at quarter-end, with short-term investments at $33.4 million.
Outlook and guidance
Management expects to achieve adjusted EBITDA breakeven in each remaining quarter and for the full year 2025.
Full-year 2025 revenue growth is projected to approach 20%, driven by volume growth and improved product mix.
Anticipate vehicle shipments of 1.4–1.5 million in H2 2025, totaling 2.5–2.6 million for the year, representing 30% year-over-year growth.
Robust pipeline of new projects expected to launch over the next two quarters.
Ongoing international expansion, with reporting currency changed to USD for improved comparability.
Next ECARX Holdings earnings date

Next ECARX Holdings earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage