)

Lucid Group (LCID) investor relations material
Lucid Group Morgan Stanley’s 13th Annual Laguna Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Product and technology highlights
Gravity SUV received high praise for performance, comfort, and materials, with versions starting below $100,000 and a lower-priced model around $80,000 planned.
Production ramping up in Q3 and Q4 after initial supplier issues, targeting 18,000–20,000 units for the year.
Focus on innovation and best-in-class technology to differentiate from Chinese competitors, with no plans to enter the low-cost segment.
Next-generation drive units will reduce reliance on Chinese rare earths, moving toward alternative suppliers and technologies.
Advanced automation and robotics are being implemented in manufacturing to increase productivity and efficiency.
Market strategy and expansion
Gravity launched in Europe, with strong reception and plans to grow presence in the region.
Mid-size platform to launch at the end of next year, starting around $50,000, with production in both the U.S. and Saudi Arabia.
No intention to compete in China due to intense competition and subsidies; focus remains on premium and mid-size segments in other markets.
Strategic partnership with Saudi Arabia provides long-term capital and access to diverse supplier networks, supporting cost competitiveness.
Capacity and investment plans are aligned with realistic volume targets, not aiming for mass-market scale.
Autonomy and partnerships
Partnerships with Uber and Nuro mark the first step into robotaxis, with Gravity as the initial platform.
Plans to introduce hands-free driving and close the autonomy gap with competitors by next year, aiming to leapfrog current market offerings.
Long-term vision includes L4 autonomy for both robotaxis and personally owned vehicles, with ongoing collaborations and internal development.
Minimal CapEx impact for robotaxi rollout, with future plans to shift from per-unit sales to recurring revenue models based on usage.
Close collaboration with Nuro accelerates L4 development and provides valuable data for future autonomous platforms.
Next Lucid Group 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
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.
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