Srivatsan Srinivasan

@NIONenad @BarokMode @BrianTycangco That tiredness is what market want to capitalize and get low entry. I hope it is todays option expiry keeping it below 6$ Nothing wrong with delivery numbers

@BarokMode @BrianTycangco Yes, but I’m tired of it.

$NIO bucks slow market to deliver 23% YoY growth in April deliveries.

@dirtygreenpaper I might not agree with you on others but agree with $nio and $eth 😁 They are doing strong 30k sales every month and with new launches it is only going to increase. People are not seeing big picture in NIO

$nio There has never been a better time to buy NFA

@SZ_Investing I feel NIO overall did good considering the model refresh. Onvo numbers were great and compensated for ES8 slight shortfall to get us near 30k L80 hopefully pushes Onvo overall close to 15k to 20k monthly deliveries. Q2 looks strong and close to profitability

@SrivatsanAI You got it right 👍

$NIO delivered 35,486 vehicles in March 2026. We’ll find out April’s deliveries tomorrow. It has to be more than 35,486, what’s your guess?

@SZ_Investing 14k-15k for ES8 4k - 6k for Firefly 6k for other NIO 4k for Onvo Might be conservative but anything above this is a big win

@SrivatsanAI I think too conservative there

@SZ_Investing @Killaskarms Fingers Crossed 🤞

@Killaskarms Do you think $NIO will beat it?

Xiaomi Auto delivered over 30,000 units in April—a 50% month-over-month increase

@KSethi2107 @SZ_Investing Production line limitations. L90 strong launch and also ES8 success. Industry went into battery bottleneck due to CATL maintainance They also wanted Lidar to be finalized as L90 and L80 share same platform

@SZ_Investing I dont know if i am impressed by Nio launch strategy , Li auto was almost on dying but i6 save it by 24k per mnth , L80 is it direct competitior Nio shld have launch it to kill i6 way erly and kil Li auto as a compny. 5 seater ES8 wil be better than ZK 8X but Nio dint launch yet

@SZ_Investing After what happend with L60, I like how NIO is maintaining low profile in socializing order book. Hope L80 creates brand awareness and in turn lifts Onvo sales

In face to face with the media this morning in Hangzhou, $NIO Onvo Chief Shen Fei responds to the status of last night’s orders of the L80: “It’s better than the L90 during the same period last year.” Credit: 不严肃的克拉拉

@TycoonVippy @Jas0nYu Even if deliveries is low overall it is not of any concern as NIO has had lot of model refresh. During refresh people wait to buy new version. Also with ES9 and L80 deliveries starting in coming months, deliveries will pick up rapidly and compensate for April

@Jas0nYu Why they took 20 days to deliver this 10000 deliveries ? Does this mean April deliveries going to be terrible? $NIO #NIO

The 100,000th NIO ES8 was delivered to customer this morning in Beijing. $NIO

@5littlebass @NIOGlobal I think they have sold close to 12k units till now this month. Can they get to 18k as typically last week is when they push sales hard

电动星球小新: The 100,000th $Nio #ES8 has been delivered in Beijing, taking 20 days. Did anyone guess the time and location correctly? @NIOGlobal #Nio

@neural_theory I think more and more customers understand BaaS and swaps NIO will get benefitted EV battery contains 5000+ cells and cells die overtime. Thermal insulation can be degraded overtime. NIO checks for issues and fixes it to keep customers safe. This is only way EV cars can sustain

It's going to be interesting to see if $NIO succeed with battery swap. From a buyer's POV, it certainly makes sense and means that you don't always need to worry about the latest battery tech, and whether your battery is degrading badly. But, like all things in business, you can have the best product feature in the world, but if you don't have the marketing budget to back it, it will fail. Let's see...

@SZ_Investing Yes and also from L90 refresh. Hopefully both does decent volume in coming month

@SrivatsanAI Onvo needs a come back from L80 💪

Here we go, the highly anticipated $NIO Onvo L80, the large 5-seated SUV spotted

@5littlebass @Almighty_Heini @NIOGlobal It is from annual report 20 F so it is comparison between 2024 vs 2025. Ideally will not include Q1 2026 I hope they are able to keep r&d spending and margin as last year while accelerating on revenue

@Almighty_Heini @SrivatsanAI @NIOGlobal It's unclear if these numbers were from last year or from Q1 this year. Regardless, if true that 40% reduction in R&D workforce is a HUGE number. Perhaps some/most of them are offshore, like US &/or EUR operations?!

News from Simply Wall Street that $Nio is cutting 10.6k jobs across #Nio The R&D staff is getting hit 40%, but mfg headcount has increased Generally mkts like layoffs so long as it don't affect revenue & profits negatively Let's see what happens over coming weeks! @NIOGlobal

@5littlebass @DCDOWORK Fair point but I still hope it is priced closed to 600k and does 8 to 10k per month 😁 along with ES8 doing another 10 to 15k.

@SrivatsanAI @DCDOWORK 👇 x.com/5littlebass/st…

$NIO The next Catalyst

@5littlebass @DCDOWORK Will it not impact ES8 considering I heard there was significant sales on ES8 high end model ? Also how about ET9 sales even though ET9 is a luxury executive sedan looks like lot of ET9 features are in ES9 I just hope they price it right

@DCDOWORK If $Nio can price the low end #ES9 around ¥500k, I think we may see sales close to 8k~10k/mo; which will be a big catalyst for #Nio

@Pipo_Bpo I feel it is very close to breakeven but new swap stations will delay profits. $nio said 60+ swap a day per station to turn profitable 2 years back. Since then lithium prices are down 60% If it is able to monetize energy by alternate means then this can generate massive profits

$NIO más autos venda, más swaps va a realizar. Veremos si llega al breakeven este mismo año.

@jan_dekkers Just thinking if 18.1% margin can be maintained. Considering $NIO taking hit on incentives and also Q1 sales push deals offered Q1 might be around -0.1 eps but Q2 and further might turn out in green If they are able to do well in Q1 it is a bonus

$NIO Q1 2026 BY THE NUMBERS Actual Sales, Revenue & EPS Analysis Q1 2026 AUTOMOTIVE SALES & REVENUE #NIO 57,543 vehicles $3.45B revenue #ONVO 13,339 vehicles $0.47B revenue #Firefly 11,583 vehicles $0.20B revenue COMBINED TOTAL 83,465 vehicles $4.12B revenue Vehicle Margin (Q4 2025 Actual): 18.1% EPS CALCULATION SCENARIOS Assumptions - Margin 18.1% | Other Income $63M | Shares 2.4B Scenario 1: OPEX = $700M Gross Profit: $745.7M Operating Income: $45.7M Other Income: +$63M Net Profit: $108.7M EPS: $0.05 Scenario 2: OPEX = $800M Gross Profit: $745.7M Operating Income: ($54.3M) Other Income: +$63M Net Profit: $8.7M EPS: $0.00 Scenario 3: OPEX = $900M Gross Profit: $745.7M Operating Income: ($154.3M) Other Income: +$63M Net Profit: ($91.3M) EPS: ($0.04) KEY TAKEAWAY At 18.1% margin and $4.12B revenue, the difference between profit and loss comes down to operating expense control and margin sustainability. QUICK EDITS SUMMARY (APPLIED) Vehicle counts updated: 44,500 → 57,543 (NIO) 32,000 → 13,339 (ONVO) 6,965 → 11,583 (Firefly) Total remains: 83,465 vehicles Revenue updated: $4.02B → $4.12B Gross profit updated: $727.6M → $745.7M EPS (Scenario 3) fixed: ($0.05) → ($0.04) DISCLAIMER The information provided above is for informational and illustrative purposes only and does not constitute financial advice. The figures presented are based on reported delivery data from NIO and estimated assumptions, including vehicle pricing and margins. Actual Q1 2026 financial results - including revenue breakdown, margins, operating expenses, and EPS - have not yet been officially released and may differ materially from these estimates. Investors should conduct their own research and consult with a licensed financial advisor before making investment decisions.

@StephenWangs73 @TheLongInvest $li is good till L80 and ES8 launch. Once launched they are going to have some good competition for i6 model

@TheLongInvest $nio seems having some nice cars. $LI is the main competitor. Let’s see who will win out. I just don’t think hybrid cars are cost effective

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