Q1 2025 Earnings Call

[msaunders9430]

I thought I heard that Gravity orders were well in excess of Air orders.

Just out of curiosity, I looked at the original AGT Order Tracker and counted the orders confirmed Nov. '21 - Feb. '22.
Not that same as what we're talking about now with just plain orders vs. those confirmed, but just for kicks.

126 orders confirmed for the period.

Number of G-GT orders for that period: 166 (excluding any of 47 now with GDE orders).

Meaningless because this forum doesn't track all Lucid orders.

Just trying to convince myself that I should have a G-GT by Christmas; I hope.

 

[illopp00]

Rivian took their 2025 guidance numbers down again....so maybe people are going for Gravity over Rivian. I bet Gravity orders would be way higher with the Touring ordering open.

 

[californiaboy935]

Sticking to their 20k..

I'm not sure how I feel.

Feel good, this is the only car company that has kept its guidance.

"one which we intend to win, and the others, too" - JFK

 

[NoseyReporter]

Between the Air and Gravity, that would be roughly ~71 units per day for the rest of the year.

 

[The_Don]

I'm very curious to see if deliveries of Gravity will outpace Rivian when production fully ramps. Will be very telling of market reception of Gravity and will bode well for midsize success.

Do we think they'll be able to fully ramp production by the end of this year?

 

[Adnillien]

I'm very curious to see if deliveries of Gravity will outpace Rivian when production fully ramps. Will be very telling of market reception of Gravity and will bode well for midsize success.

Do we think they'll be able to fully ramp production by the end of this year?

Fully ramping requires a second shift at the factory which means lots of new employees and training. Certain jobs will likely add a second shift soon but fully staffing a second shift seems unlikely this year.

 

[doubletwist]

Fully ramping requires a second shift at the factory which means lots of new employees and training. Certain jobs will likely add a second shift soon but fully staffing a second shift seems unlikely this year.

Didn't they just get a bunch of experienced workers from buying Nikola?

 

[Adnillien]

Didn't they just get a bunch of experienced workers from buying Nikola?

That will help, but the Nikola employees still need to be trained.