ECARX(US:ECX) Prnewswire·2026-02-12 12:29Core Insights - ECARX Holdings Inc. reported a historic revenue high of US$304.7 million for Q4 2025, marking a 13% year-over-year increase, and achieved positive net income for the second consecutive quarter [1][2] - The company’s total revenue for the full year 2025 reached US$847.9 million, reflecting a 10% increase from US$771.5 million in 2024, demonstrating resilience amid macroeconomic challenges [1][3] - ECARX is focused on sustainable growth and expanding its global footprint, particularly through partnerships, such as with Volkswagen Group for digital cockpit solutions in Latin America [1][2] Financial Performance - Q4 2025 total revenue was US$304.7 million, with service revenue at US$33.2 million (down 27% YoY), software license revenue at US$2.0 million (down 84% YoY), and sales of goods revenue at US$269.5 million (up 27% YoY) [1][3] - For the full year 2025, service revenue was US$115.1 million (down 2% YoY), software license revenue was US$29.7 million (down 30% YoY), and sales of goods revenue was US$703.1 million (up 15% YoY) [1][3] Business Development Highlights - The company is actively pursuing regulatory approvals in the US to engage with local automakers, aiming to expand its addressable market [1][2] - ECARX has deepened its partnership with Volkswagen Group, securing a second agreement for digital cockpit solutions for multiple models in Latin America [1][2] - As of December 31, 2025, approximately 11 million vehicles on the road are equipped with ECARX technologies [1][2] Technological Advancements - The adoption of the Cloudpeak® software stack is enhancing the company's leadership in AI-powered cockpit solutions, integrating AI agents and generative UIs for an improved in-vehicle experience [2] - The global launch of Geely's flagship Galaxy M9 features the Pikes® computing platform and Cloudpeak® software stack, showcasing the company's technological capabilities [2]