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Lotus Technology Inc. (LOT) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Lotus Technology reported Q4 2025 earnings with revenue of $163.34 million, surpassing estimates by $9.48 million, despite a narrower-than-expected loss of $0.14 per share. CEO Feng Qingfeng highlighted accelerated R&D investments in quantum-resistant encryption for autonomous vehicles, citing cybersecurity as a 2026 priority amid rising digital threats. CFO Daxue Wang noted a 12% YoY revenue growth driven by EV software subscriptions, offsetting hardware margin pressures from supply chain disruptions in Southeast Asia. The company projected 2026 capex at $250 million, with 40% allocated to quantum computing partnerships, including a new collaboration with a Chinese state-backed lab. Analysts questioned timeline delays in Lotus’s quantum sensor commercialization, with management acknowledging a 6-month push to Q3 2027 due to technical validation hurdles.
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Lotus Technology Inc. (LOT) Q4 2025 Earnings Call Transcript

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SA Transcripts159.25K FollowersFollow5ShareSaveCommentsQ4: 2026-04-10 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS of -$0.14 beats by $0.02 | Revenue of $163.34M beats by $9.48M Lotus Technology Inc. (LOT) Q4 2025 Earnings Call April 10, 2026 8:00 AM EDT Company Participants Michelle MaDaxue Wang - Chief Financial OfficerFeng Qingfeng - CEO & Director Conference Call Participants Xinran Li - Deutsche Bank AG, Research DivisionBrian Lantier - Zacks Small-Cap Research Presentation Operator Good day, and thank you for standing by. Welcome to Lotus Technology, Inc. Fourth Quarter and Full Year 2025 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I'd now like to hand the conference over to your first speaker today, Ms. Michelle Ma, Head of Investor Relations. Please go ahead.

Michelle Ma Thank you, and welcome to Lotus Tech's Fourth Quarter and Full Year 2025 Earnings Call. My name is Michelle Ma, the Head of Investor Relations here at the Lotus. With me today are the CEO, Mr. Qingfeng Feng; and the CFO, Dr. Daxue Wang. Our conference call materials were issued today and are available on our Investor Relations website. We are also broadcasting this call via webcast. Before we continue, please be reminded that today's discussion will contain forward-looking statements pursuant to the safe harbor provision of the U.S.

Private Securities Litigation Reform Act of 1995. Forward-looking statements involve inherent risks and uncertainties. As such, the company's actual future results may be materially different from the views expressed today. Further information regarding risks and uncertainties is included in Lotus Tech's relevant filings with the U.S. Securities and Exchange Commission. The company undertakes no obligation to update any forward-looking statements, except as required under applicable law. Please also note that our earnings press release and this conference call will include disclosure of unaudited GAAP financial information as well as unaudited non-GAAP financial measures. You can find a reconciliation of these figures in the press release available on

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