Core Insights - Rivian is set to release its earnings report, with investors focusing on three key areas: delivery trends, cash reserves, and the progress of the R2 platform [1] Delivery Trends - In Q2, Rivian delivered 10,661 vehicles, representing a 23% year-over-year decline, and produced 5,979 vehicles, which is a significant 38% decrease year-over-year [1] - The company maintains its annual delivery target of 40,000 to 46,000 vehicles, but achieving this goal will require a substantial increase in production in the second half of the year [1] Cash Reserves - Management needs to clarify the speed of capacity recovery and whether it can maintain the trend of improving profit margins despite low production levels [1] R2 Platform Progress - The R2 platform's cross-segment models are expected to play a crucial role in revitalizing growth for the company [1]