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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.
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Q2 2025 earnings summary26 Aug, 2025

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.

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Frequently asked questions

ECARX Holdings Inc. is a prominent developer of a automotive computing platform aimed at transforming the global mobility market. The company specializes in creating key products such as infotainment head units, digital cockpits, and vehicle chipset solutions. Additionally, ECARX offers a core operating system and an integrated software stack. The company is headquartered in London, United Kingdom, and its shares are listed on the Nasdaq.

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