ECARX (ECX) Hits Record $305M Q4 Revenue and Swings to GAAP Profit

Group 1 - ECARX Holdings Inc. reported Q4 2025 results with a GAAP EPS of $0.01 and record revenue of approximately $305 million, marking its second consecutive quarter of GAAP profitability and positive adjusted EBITDA [1][3] - Cumulative vehicle shipments reached 11 million units, driven by the Antora computing platform, which surpassed the 1-million-unit milestone in 2025 [1][3] - The company is pursuing a globalization strategy, aiming for 50% of its revenue to come from international markets by 2030, with key partnerships including Volkswagen Group in Latin America [2] Group 2 - ECARX projects full-year revenue for 2026 to be between $1 billion and $1.1 billion, indicating a growth of 20% to 30% [3] - The company plans to maintain positive operating income throughout 2026 by implementing a 'lean operating strategy' and expanding into high-value AI services for the automotive and robotics sectors [3] - Recent funding of approximately $200 million has been secured to support the development of its R&D hub in Germany and infrastructure in Southeast Asia and South America [2]