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are you able to share in more detail in terms of how much is like full stack ADAS including software versus modular?
If I look at the press release and take the 6-month EBITDA number, it implies a lower 1Q than what was provided in the 1Q deck
The guidance would imply a step down this time, despite the fact that you're actually now catching up to production
I'm curious if you can give us a sense of when investors should expect that to return to growth.
Did the sequential pickup in the overhead expenses. It's just the other the yard cost is probably the highest we have seen in a while
is that impact that you're already feeling in the month of April based on how retail prices are tracking? Or is that more of an expectation around May and June
When you're saying profitable growth for 2026, is it fair to assume that the EBITDA per unit should expand in '26 versus '25?
when is the right time to start getting more vertically integrated on the post-sale side, maybe around loan servicing?
Can you maybe size for us what the penetration levels are today in that business? Or how much was it up year-over-year?
should we -- I mean, it looks like the guidance would imply a little more normal industry seasonality type numbers, at least the low end of the guidance
Anything incrementally can give us how the Atlanta or like some of the 2013 or '14 cohorts performed relative to the overall company this quarter?
you want to look at the business more holistically going forward, focused just in units and EBITDA, could you elaborate a little bit more on that?
You added like a new partner last year. Curious where you are in discussions, potentially adding more partners?
what's different now in the business versus '21, '22? How should we think about the challenges you might face in the lending market
How much was it driven by just the pickup in the commercial retail marketplace? And just how much influence that might have had
the $900 million that you raised in the fourth quarter, it seems like you've hinted in the letter at a potential like refi opportunity
wanted to get an update on autonomy and the 2028 eyes-off, hands-off launch. Any update on the progress there?
The $1 billion-$1.5 billion onshoring investments this year, should we think about that as like in the base?
Any early reads on what that customer is proving to be, existing electric vehicle owners, first-time electric vehicle buyers, Tesla cross-shoppers?