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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Andres Sheppard | Cantor Fitzgerald | 12 questions · 0% challenging |
| James Picariello | BNP Paribas | 9 questions · 33% challenging |
| Itay Michaeli | TD Cowen | 6 questions · 0% challenging |
| Andrew Percoco | Morgan Stanley | 6 questions · 17% challenging |
| Stephen Gengaro | Stifel | 6 questions · 0% challenging |
| Tobias Beith | Redburn Atlantic | 6 questions · 50% challenging |
| Ben Kallo | Robert W. Baird | 4 questions · 0% challenging |
| Mike Ward | Citigroup | 3 questions · 0% challenging |
| Alex Perry | Bank of America | 2 questions · 0% challenging |
| John Murphy | Bank of America | 2 questions · 50% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Cantor Fitzgerald | 1 analyst | 12 questions · 0% challenging |
| BNP Paribas | 1 analyst | 9 questions · 33% challenging |
| Morgan Stanley | 2 analysts | 7 questions · 14% challenging |
| TD Cowen | 1 analyst | 6 questions · 0% challenging |
| Robert W. Baird | 2 analysts | 6 questions · 0% challenging |
| Stifel | 1 analyst | 6 questions · 0% challenging |
| Redburn Atlantic | 1 analyst | 6 questions · 50% challenging |
| Bank of America | 2 analysts | 4 questions · 25% challenging |
Lucid's first quarter of 2026, the last under interim CEO Marc Winterhoff before Silvio Napoli's arrival, paired balance-sheet progress with an operational setback. Revenue grew about 20% year-over-year to $282 million, but a temporary Gravity stop sale held deliveries flat at 3,093 despite 5,500 vehicles produced, and gross margin fell to -110.4% on fixed-cost underabsorption. Net loss was approximately $1 billion versus $366 million a year earlier, partly reflecting a $274 million unfavorable derivative fair-value change. The company strengthened liquidity with roughly $1.05 billion in fresh capital, including a $550 million PIF placement, and expanded its Uber robotaxi commitment to at least 35,000 vehicles. Citing the incoming CEO's review, management suspended prior guidance as a governance decision, deferring a full updated outlook to the Q2 call while reaffirming the Midsize and M2 ramp for 2027.
Demand | Capital Allocation | Capex Investment | Product Launch | Margin | Guidance Reliability | Innovation & R&D | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 1 | 1 | 1 | 2 | 2 | 1 | |
| 2025Q1 | 2 | 2 | 3 | 1 | 2 | 1 | 1 | |
| 2025Q2 | 3 | 2 | 1 | 1 | 1 | 2 | 1 | |
| 2025Q3 | 3 | 2 | 2 | 1 | 2 | 2 | 1 | |
| 2025Q4 | 2 | 3 | 2 | 1 | 1 | 1 | 1 | |
| 2026Q1 | 2 | 2 | 3 | 2 | 2 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 2 | 3 | 3 | 2 | 2 |
| Capital Allocation | 1 | 2 | 2 | 2 | 3 | 2 |
| Capex Investment | 1 | 1 | 2 | 2 | 3 | |
| Product Launch | 1 | 3 | 1 | 1 | 1 | 2 |
| Margin | 2 | 1 | 1 | 2 | 1 | |
| Guidance Reliability | 2 | 2 | 1 | 2 | ||
| Innovation & R&D | 1 | 1 | 2 | 2 | ||
| Supply Chain | 1 | 1 | 1 | 1 | 2 |
What LCID and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“we expanded our partnership with Uber to provide a minimum of 35,000 robotaxis, up from 20,000 previously announced”
Lucid expanded its Uber robotaxi commitment to at least 35,000 vehicles with Uber raising its investment to $500 million, a scaled demand signal for Uber.
Calendar quarter Q1 2026Earnings call May 5, 2026
FY2026 Q1 in brief
Lucid's first quarter of 2026, the last under interim CEO Marc Winterhoff before Silvio Napoli's arrival, paired balance-sheet progress with an operational setback.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Lucid Group, Inc. (LCID), FY2026 Q1: 5/10. Scores: Lucid Group, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: LCID daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +20.2% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
No 8-K events recorded for this window.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $234M | +49.2% | $-2.24 | +21.4% | — | -312.6% | -169.4% | $-825M |
| FY2025 Q1 | $235M | +36.1% | $-2.41 | +18.9% | — | -294.4% | -155.8% | $-590M |
| FY2025 Q2 | $259M | +29.3% | $-2.80 | +18.1% | — | -309.5% | -207.9% | $-1.03B |
| FY2025 Q3 | $337M | +68.3% | $-3.31 | +19.1% | — | -279.9% | -290.7% | $-956M |
| FY2025 Q4 | $523M | +122.9% | $-3.62 | -61.6% | — | -203.7% | -155.7% | $-1.25B |
| FY2026 Q1Selected | $282M | +20.2% | $-3.46 | -43.6% | — | -336.9% | -364.1% | $-1.44B |
| FY2026 Q2 | $405M | +56.2% | $-3.30 | -17.9% | — | -267.0% | -310.7% | $-2.91B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LCID Lucid Group, Inc. | 5 | +20.2% | |
| F Ford Motor Company | 9 | +6.4% | |
| GM General Motors | 7 | -0.9% | |
| HOG Harley-Davidson, Inc. | 3 | -11.8% | |
| RIVN Rivian Automotive, Inc. | 7 | +11.4% |