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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Lucid Group (LCID) investor relations material
Lucid Group 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary10 Dec, 2025
Market positioning and product strategy
Entered the luxury EV segment with the Air sedan, now a market leader in its category in the US.
Launched the Gravity SUV, expanding into the seven-seater segment in the US and Middle East, with European deliveries expected by early next year.
Developing a midsize platform targeting the $50,000 segment, with three models planned to increase market reach and volume.
No plans to enter the lower-priced or Chinese markets, maintaining a premium/luxury focus.
Entered the robotaxi market through partnerships, notably with Uber and NVIDIA.
Production, supply chain, and operational updates
Overcame significant supply chain disruptions in 2024, including tariffs, trade tensions, and material shortages.
Adjusted build plans due to unavailability of Chinese magnets and a fire at a key aluminum supplier.
Achieving production rates of 1,000 vehicles per week, aiming for the lower end of 18,000–20,000 annual guidance.
Second manufacturing plant under development in Saudi Arabia, supported by long-term partners.
Competitive landscape and market outlook
Midsize segment seen as a major growth opportunity due to shrinking luxury sedan market and rising SUV/crossover demand.
Competition in the midsize segment expected mainly from established players, as Chinese luxury EVs have limited traction outside China.
Belief that established automakers are underinvesting in EVs, creating opportunity for growth.
Lucid's ADAS partnership strategy rationale
Mid-size segment: Who are key competitors?
2025 production challenges and guidance impact
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Next Lucid Group earnings date
Q4 202524 Feb, 2026
Next Lucid Group earnings date
Q4 202524 Feb, 2026
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Frequently asked questions
Luxurious EVs
Lucid Group, Inc. is an American company that designs, manufactures, and sells luxury electric vehicles. The company’s first vehicle, the Lucid Air sedan which is designed and built in the US, is manufactured with a focus on driving range, comfort, and build quality. Lucid Group has a focus on creating high-efficiency electric powertrains for its vehicles, while also working with the development of advanced battery technology.
Initial Focus on Battery Technology
Lucid Group was originally founded as Atieva in 2007 by former Tesla vice president Bernard Tse and entrepreneur Sam Weng. Initially, the company focused on battery technology before shifting its vision to electric vehicles. Rebranded as Lucid Motors in 2016 to better align with its aspirations in the automotive industry, the company set out to redefine luxury mobility. In September 2020, Lucid unveiled its first car, the Lucid Air. The launch positioned the company as a serious competitor in the emerging luxury EV market, distinguishing itself with a blend of performance, luxury, and next-generation technology. Lucid is, together with companies such as Tesla, Polestar, and Rivian, part of a new group of upstarts competing with well-established car manufacturers in the EV space.
Range and Comfort
Lucid Motors builds electric vehicles with an emphasis on range and advanced powertrain technology. The Lucid Air, their signature sedan, has a luxurious design and a spacious interior. Lucid focuses on performance, encapsulated in their in-house developed batteries and electric motors that aim for high efficiency and long-distance capability. The vehicles come with sophisticated driver-assistance systems and connectivity features, something that consumers have come to expect from modern EVs. As an entrant in the luxury EV market, Lucid targets consumers interested in combining high performance and comfort, while still reaping the benefits that electric vehicles offer.
The Batteries
Lucid Motors is actively involved in the development of battery technology for electric vehicles. The company's research and engineering efforts have resulted in batteries that are optimized for high energy density, which in turn provides a longer range for its vehicles, something that is among the chief concerns amongst consumers looking to buy an EV. As has become standard in the industry, Lucid’s vehicles also offer fast-charging capabilities for its cars.
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