NIO Inc
NIO
$5.04 0.60%
Exchange: NYSE | Sector: Consumer Cyclical | Industry: Auto Manufacturers
Q2 2023
Published: Jun 9, 2023

Earnings Highlights

  • Revenue of $8.77B down 14.8% year-over-year
  • EPS of $-3.70 increased by 118.9% from previous year
  • Gross margin of 1.0%
  • Net income of -6.12B
  • "NIO was the best-selling brand in the premium EV segment with a 59% market share in July, demonstrating strong demand for our new model offerings." - William Li
NIO
NIO Inc

Executive Summary

In Q2 2023, NIO Inc reported revenues of CNY 8.77 billion, reflecting a significant decline of 14.8% year-over-year and 17.8% quarter-over-quarter. The decrease in vehicle sales is primarily due to a drop in delivery volume and a shift in the product mix towards lower-priced models. Despite these challenges, NIO has demonstrated a strong commitment to expanding its model lineup, launching five new vehicles in June alone. Positive trends are emerging as NIO achieved a market share of 59% in the premium electric vehicle segment priced above CNY 300,000 in July, showcasing potential recovery from Q2’s downturn. Notably, management anticipates Q3 delivery volumes to reach between 50,000 and 57,000 units, signaling confidence in operational growth, underpinned by new model introductions and an enhanced sales network.

Key Performance Indicators

Revenue
Decreasing
8.77B
QoQ: -17.84% | YoY: -14.77%
Gross Profit
Decreasing
86.96M
0.99% margin
QoQ: -46.42% | YoY: -93.51%
Operating Income
Increasing
-6.07B
QoQ: 18.82% | YoY: 113.46%
Net Income
Increasing
-6.12B
QoQ: 29.17% | YoY: 122.01%
EPS
Increasing
-3.70
QoQ: 28.92% | YoY: 118.93%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q3 2024 18,673.53 -2.50 -2.1% View
Q2 2024 17,445.97 -2.50 +98.9% View
Q1 2024 9,908.64 -2.57 -7.2% View
Q4 2023 17,103.18 -3.18 +6.5% View
Q3 2023 19,066.55 -2.67 +46.6% View
Q2 2023 8,771.74 -3.70 -14.8% View