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IN TODAY’S REPORT
⚡ROUNDUP
Key headlines shaping the auto industry this week
⚠️ Recalls & Safety
🔋 Battery, Energy & Electrification
Nissan aims to double range with new solid-state battery cells (Link)
QuantumScape ships B1 samples of its QSE-5 solid-state battery (Link)
LG Energy Solution launches battery health check for used cars (Link)
NIO reaches 90 million battery swap milestone (Link)
BYD’s success gives Toyota a “wake-up call” on affordable EVs (Link)
🧠 Software, Infotainment & OS
NIO’s Onvo rolls out new OS update with slight range gains (Link)
GM says it still “loves” Android Auto and CarPlay — but is killing them gradually (Link)
Toyota’s new infotainment system aims to set a new standard (Link)
Slate confirms Tesla Supercharger access for its service network (NACS-based) (Link)
🤖 Autonomy & AI
🏭 Manufacturing & Supply Chain
🚗 Product & Technology
Stellantis wants you to forget the V6 with its new turbo-four engine (Link)
Sony’s IMX828 sets new benchmark as first automotive CMOS sensor with built-in MIPI A-PHY (Link)
Rivian spin-off introduces e-bikes and e-quads for U.S. and Europe (Link)
Tesla’s “unboxed” manufacturing process explained — how it works and why it matters (Link)
📈MARKET SNAPSHOT
This week’s key movers in the automotive stock market
💹FINANCIALS
A focused look at recent automotive company financials
🚗 Tesla Q3 2025 Highlights
Record quarter for both vehicle deliveries and energy storage deployments.
Record revenue and free cash flow.
GAAP net income: $1.4B
Non-GAAP net income: $1.8B
Operating income: $1.6B (↓40% YoY)
Free cash flow: $3.99B (↑46% YoY)
Operating cash flow: $6.24B
Cash & investments: $41.6B (↑$4.9B QoQ)
💰 Financial Summary
Total revenue: $28.1B (↑12% YoY)
Automotive: $21.2B (↑6%)
Energy generation & storage: $3.4B (↑44%)
Services & other: $3.5B (↑25%)
Gross margin: 18.0% (down 185 bps YoY)
Operating margin: 5.8% (down 501 bps YoY)
Adjusted EBITDA: $4.2B (↓9% YoY)
Profitability pressure due to:
Higher R&D and SG&A expenses (AI, Robotaxi, and new models).
Lower regulatory credit and FSD one-time revenue.
Tariff impacts and sales mix shifts.
Offset partially by strong Energy and Services profits.
🚘 Operational Summary
Vehicle production: 447,450 (↓5% YoY)
Deliveries: 497,099 (↑7% YoY)
Inventory days: 10 (↓47% YoY — very lean)
Energy storage deployed: 12.5 GWh (↑81% YoY – new record)
Supercharger stations: 7,753 (↑16% YoY)
🏭 Automotive & Product Launches
U.S.
Introduced Model 3 Standard ($36,990) and Model Y Standard ($39,990): both >300 miles range.
Launched Model Y Performance (0–60 mph in 3.3s).
Began leasing for CPO Model 3/Y.
APAC
Launched Model YL (3-row, long wheelbase) in China.
Record deliveries in South Korea (now Tesla’s #3 market).
FSD (Supervised) launched in Australia & New Zealand, prepping for China pending approval.
Europe
Model Y remains best-selling in multiple countries.
Gigafactory Berlin hit 100,000 refreshed Model Y milestone.
FSD rollout in progress pending EU regulatory clearance.
🤖 Core Technology & AI
FSD v14 deployed, includes Robotaxi model features and improved real-world handling.
Robotaxi service launched in Bay Area (after Austin pilot).
Cortex AI training compute: now at 81,000 H100-equivalent GPUs.
Announced U.S. semiconductor manufacturing deal with Samsung for AI chips.
Robotaxi iOS app now open for waitlist in U.S. & Canada.
Introduced Grok (AI companion) in vehicles and Tesla app–based diagnostics.
Battery & powertrain localization progress:
Texas lithium refinery: production begins Q4 2025.
Nevada LFP lines: production Q1 2026.
⚡ Energy & Infrastructure
Record energy gross profit: $1.1B.
New products:
Megapack 3 and Megablock: modular, faster-to-deploy grid batteries.
Megafactory Houston to begin production 2026 (capacity: 50 GWh/year).
New solar + Powerwall lease in U.S.: lower monthly payment + 5-year buyout option.
Supercharger expansion:
+3,500 new stalls in Q3.
V4 Superchargers launched (3x power density, 2x stalls, 500kW for cars, 1,200kW for Semi).
🏎 Porsche AG Q3 2025 Highlights
🔹 Overview
Porsche is undergoing a major strategic realignment to adapt to slower global EV adoption, tariff pressures, and luxury market softness — particularly in China.
Q3 results reflect record restructuring charges but solid underlying demand and strong pricing, especially in North America.
💰 Financial Performance
YTD Q3 2025 vs YTD Q3 2024
Sales revenue: €26.9 bn → €28.6 bn (–6%)
Operating profit: €4.0 bn → €0.04 bn (–99%)
Group return on sales (RoS): 0.2% (down from 14.1%)
Automotive EBITDA margin: 10.5–12.5% (down from 22.7%)
Net cash flow: €1.2 bn (5.6% of sales)
Net liquidity: €7.2 bn (–16% vs end 2024)
📉 Hit by:
€3.1 bn extraordinary expenses (product realignment, battery activities, U.S. tariffs)
Lower sales in China & Europe
Increased R&D write-offs and amortization
📈 Offset by: strong pricing, after-sales, financial services profitability.
⚙️ Operational & Market Highlights
Deliveries: 212,509 (–6%)
North America: +5% YoY, now largest region (64,446 units YTD).
BEV share: 23.8% (↑ from 7.3%) — led by Macan BEV and Taycan.
Around 35% of all vehicles electrified (BEV + PHEV).
Over 50% of European deliveries now electrified.
Macan BEV = #1 model in Europe; Taycan demand steady.
China sales down (~24% of mix) amid luxury-tax drag.
⚡ Strategic Realignment
Re-balance product plan:
Extend ICE & PHEV offerings well into the 2030s.
Delay certain EV launches (new 718 BEV, Cayenne BEV timing).
Cost optimization:
“Push-to-Pass” program → personnel cost cuts, China rightsizing, and structural simplification.
Short-term hit: €1.8 bn Q3 charges (€3.1 bn FY total).
Goal: Regain >10% RoS from 2026 onward via leaner cost base.
🚗 Product & Technology
New 911 Turbo S (T-Hybrid): 711 PS, 0–200 km/h in 2.5 s : strong media reception.
911 Spirit 70 Edition: Limited 1,500 units at €240k, heritage + tech blend.
All-electric Macan: Best-selling Porsche in Europe 2025.
Future BEVs (2026-2030):
Cayenne BEV (>1000 PS, >600 km range)
Next-gen 718 BEV
Wireless charging rollout + 400 kW DC charging
AI & Software focus: OTA capabilities, AI-driven personalization, China-specific infotainment launch in 2026.
💎 Brand & Individualisation
Heavy focus on “halo strategy” — exclusive editions, heritage, and lifestyle.
Sonderwunsch bespoke division at record demand:
One-offs: 8-year wait
Restorations: 2 years
Expanding Paint-to-Sample and limited-series programs.
Goal: Increase turnover per vehicle by 2030 via customization.
🌍 Regional Notes
North America: Stable luxury demand; tariff mitigation through pricing.
Europe: Cayenne & 911 launch cycle causing temporary softness.
China: Luxury slowdown; network downsized (~150 → 80 sales points by 2026).
Emerging Markets: Strong growth; new record deliveries.
📊 2025 Outlook (Adjusted)
Metric | 2024 Actual | 2025 Outlook |
|---|---|---|
Group Revenue | €40.1 bn | €37–38 bn |
Group RoS | 14.1% | Slightly positive – 2% |
Automotive EBITDA Margin | 22.7% | 10.5–12.5% |
Net Cash Flow Margin | 10.2% | 3–5% |
BEV Share | 12.7% | 20–22% |
🔹 Volvo Car s Q3 2025 Highlights
Volvo Car Group delivered a solid performance in a tough market, despite volumes declining ~7%. Pricing improvements, product upgrades (e.g., XC60), and tariff clarity helped offset headwinds. The company is advancing its SEK 18 billion cost & cash action plan ahead of schedule.
💰 Financial Performance (Q3 2025 vs Q3 2024)
Wholesales: ~173k → ~161k units (↓7%)
Retail sales: ~93k → ~86k units (↓7%)
Revenue: ~SEK 92.8 b → ~SEK 87.6 b (approx)
Group EBIT margin: 7.4% (↑ from 6.2%)
Adjusted EBIT (excl restructuring): ~SEK 5.9 bn (~6.9% margin)
Cash flow from operating + investing activities: ~-SEK 4.3 bn (impacted by seasonality)
⚙️ Operational & Product Highlights
Electrification: Key models ramping – EX90 after major software upgrade, EX30 ramped at Ghent, ES90 began production in August.
Regionalisation:
China: New governance, XC70 long-range hybrid production start.
Americas: Two new products for Charleston announced, new marketing approach.
Europe: BEV orders picking up; strong performance in UK.
Cost & Cash Plan: Executing ahead of schedule – variable costs, indirect costs, capex and working capital all being managed downward.