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Analyst
Tobias Beith
Period: Reporting periods mapped to calendar 2025 Q1 – 2025 Q3 (3 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 50%3 of 6 questionsLimited sample
- Companies
- 1questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 1 company
LCIDLucid Group, Inc.6 questions · 3 reporting periods · 3 of 6 challenging
Calendar 2025 Q3
why wasn't leverage on volumes and the impact of product mix visible?
Show response
Boussaid attributed the muted margin to still-ramping Gravity mix plus inventory buildup and impairment ahead of the Q4 ramp.
what is Lucid's plan regarding the localization of production of the Midsize platform, if at all?
Show response
Winterhoff said AMP-1 is already being prepared to build Midsize alongside Saudi Arabia, needing only modest additional investment.
Calendar 2025 Q2
output in the second quarter is at an all-time high and also above demand.
Show response
Winterhoff said the magnet issue was solved in Q2 with enough secured for the second half, clarifying Air and Gravity magnets are not identical.
the 21 points of tariff impact, but not all of it was actually realized in the second quarter
Show response
Boussaid clarified the ~$55M net tariff figure includes a Q2-only inventory impairment and ongoing reimbursements, with full-year impact at the low end of 8-15%.
Calendar 2025 Q1
I was wondering if Lucid would divert time to re-architect existing supply chains for the air and the gravity
Show response
Winterhoff was emphatic that Midsize is not being compromised, while Air/Gravity supply chain work still continues.
whether the state of the vehicle and its derivatives for the touring and whatever else that follows are on track
Show response
Winterhoff acknowledged software and head-up-display supplier issues, made the HUD optional, and said deliveries are scaling as issues are resolved.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| LCID Lucid Group, Inc. | 6 | 50%3 of 6 questions |
- LCIDLucid Group, Inc. · 6 questions50%3 of 6 questions
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q2 | 2 | 50%1 of 2 questions | 1 |
| 2025 Q3 | 2 | 50%1 of 2 questions | 1 |
- 2025 Q12 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q22 questions · challenge rate 50% (1 of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 50% (1 of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Margin2
- Supply Chain2
- Product Launch2
- Inventory1
- Capex Investment1
- Geographic Expansion1
- Demand1
- Trade Tariffs1
- Guidance Reliability1