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Lucid Investor Day - March 12, 2026

Spaceship said:
Yes, a midsize reveal was kind of expected given they had an hour long segment for it and promised delivery by end of year. They never confirmed they will show it, but it seems really odd not to. Hard to get excited on all these promises without seeing what the actual vehicle will look like. Just sounds like a kid talking about this amazing girlfriend he has...that goes to a different school, obviously.
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Wrong, doesn’t matter when you show it to the general public. We know some such as Kyle from Out of Spec saw it, so it does exist. Keep the suspense going…..
 
dbsb3233 said:
Same here. I like driving, and I prefer to steer myself. I don't even use lane-centering. Maybe it's because the roads in my region are often bad, but one thing I'm constantly doing while driving is making minor steering tweaks to avoid the potholes and bumps in the road. But moreover, I just don't like handing steering over to the car. Speed control is fine though.

Hopefully that "revenue opportunity" (subscriptions) graphic is referring mostly to autonomy features, not entertainment. I would guess that's the case.
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With regard to entertainment, showing videos visible to the driver while the car is moving is probably a nonstarter from both a safety and legal perspective. Perhaps for rear passengers (children), but then why not give them inexpensive iPads?

L3-4 autonomy will in all likelihood be commoditized in new cars in a few years, so it'll be interesting how subscription pricing for this works out with the competition. $199/month in 2026 dollars seems like a lot. I think there is a case to justify subscription pricing as long as ADAS technology requires pre-mapping of roads (and perhaps their potholes).
 
FWIW, investors don't seem too impressed with Investor Day. Stock is down 7% today so far. (Overall market down 1%.) 😞
 
gaskiller said:
Wrong, doesn’t matter when you show it to the general public. We know some such as Kyle from Out of Spec saw it, so it does exist. Keep the suspense going…..
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It does matter, and a lot. Specially on investor day. And you specially want to show it to the general public/future potential buyers.

You want more investors and want the current ones to hold? Show them what you got. Show them what you working on. Put words to action.

Instead, we got a lot more promises. A lot of goodwill have already been burned on that. Now was the moment to show the midsize. As somebody else mentioned, the current and falling stock price is reflecting the current sentiment of the investor day presentation.
 
Did Lucid mention anything about when custom orders for the Gravity would open back up? Or anything about the 2027 Gravity at all?

Or are we still left in the dark?
 
seanocono said:
Did Lucid mention anything about when custom orders for the Gravity would open back up? Or anything about the 2027 Gravity at all?

Or are we still left in the dark?
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I think that was just a way to put some lipstick on the 2026 stop sale. There isn't even anything new announced on the 27 Gravity.
 
BrianBigNFun said:
Hotspot with phone or wifi while charging (which is what I did streaming with the Tesla)
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Tesla just has wifi at Superchargers I think. My Tesla has cellular problems in the same locations my Lucid does too, they probably use the same provider. Some of this stuff is out of thier hands.
 
raleighone said:
My guess is they want the "reveal" to be its own event, which makes sense. Today was bigger picture and roadmap...
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Yep. And the vehicle may not be finished yet. Could still be pieces they're tweaking. That's OK for giving someone like Kyle a preview, but not complete enough to show the public. Once those pics go out, they'll be nitpicked to death.
 
dbsb3233 said:
FWIW, investors don't seem too impressed with Investor Day. Stock is down 7% today so far. (Overall market down 1%.) 😞
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The parts of it that I saw didn't reveal anything groundbreaking. They have a third (!) platform for a few midsize variants and they are providing vehicles for robotaxis, which is not new. The midsize marketing is impenetrable: Upscale nurturers? Trendsetting achievers? Gibberish. Their cost saving figures are speculative.

For new revenue, they plan to make twice as much out of subscription fees as service, which means that if I spend $1k/year on service they expect $2k/year on subscriptions, or ~$170/month out of me?!

On the plus side, it was nice to hear them talk about improved repairability bringing down insurnace costs for midsize.

At the end of the day, it's the same story: they have the best hard product in the EV realm but Americans largely have a limited appetite for EVs, and Lucid's marketing continues to be bad.
 
I'm confused about the autonomy roadmap. The presenter mentioned hands free highway and city driving specifically for Gravity and Cosmos in 2027. L3 eyes off driving in 2028, and L4 hands off, eyes off and mind off by 2029. Does this mean that Air owners WON'T get hands off city driving, L3 or L4? Was our DDPro purchase with 32 sensors, integrating cameras, radar, ultrasonic sensors, and LiDAR a waste?
 
idiot900 said:
For new revenue, they plan to make twice as much out of subscription fees as service, which means that if I spend $1k/year on service they expect $2k/year on subscriptions, or ~$170/month out of me?!
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It's an EV though. Most owners won't be doing $1k/year in service.

Personally I think big autonomy subscriptions will fall pretty flat for the regular public. Already saw that with Tesla, Ford, and others that started off charging big subscription rates and only seeing like 10% uptake rates.
 
socktucker said:
Tesla just has wifi at Superchargers I think. My Tesla has cellular problems in the same locations my Lucid does too, they probably use the same provider. Some of this stuff is out of thier hands.
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Tesla uses Tmobile and Lucid uses AT&T. I my area AT&T is the worst, worst worst service. Somehow Lucid has better reception with AT&T than my mobile 😂
 
idiot900 said:
At the end of the day, it's the same story: they have the best hard product in the EV realm but Americans largely have a limited appetite for EVs, and Lucid's marketing continues to be bad.
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This is very true. The glut of tax credits also created a bit of a Potemkin city for the EV industry as well.
 
sri said:
Tesla uses Tmobile and Lucid uses AT&T. I my area AT&T is the worst, worst worst service. Somehow Lucid has better reception with AT&T than my mobile 😂
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Seems like most automakers use AT&T. I suppose like all carriers, it's just hit-and-miss on coverage. Which is why some people seem to have no problem with streaming (coverage where they drive must be fine). For me it's maddening having something as basic as car audio cutting in and out frequently.

I wonder if they could use all 3 major networks, and switch on the fly to whichever one is working at the time? Probably cost more, and take additional hardware, but might be worth it when making such a basic function so dependent on connectivity.

Or perhaps they can use the driver's cell phone connection for backup internet connectivity?
 
dbsb3233 said:
It's an EV though. Most owners won't be doing $1k/year in service.

Personally I think big autonomy subscriptions will fall pretty flat for the regular public. Already saw that with Tesla, Ford, and others that started off charging big subscription rates and only seeing like 10% uptake rates.
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Fair enough, to be honest I don't remember what I've spent per year on my Air maintenance.

Once we get to L4 though, I absolutely would pay $200/month to literally sleep through my morning and evening commutes, if that's what the market rate is.
 
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