XPeng (NYSE:XPEV) Q3 2025 Earnings Call November 17, 2025 08:00 AM ET Company ParticipantsTina Hou - VP and Head of China Autos Equity ResearchNick Lai - Head of Asia Auto ResearchHe Xiaopeng - Co-Founder, Chairman, and CEOBrian Gu - Vice Chairman and PresidentJames Wu - VP of Finance and AccountingCharles Zhang - VP of Corporate Finance and VW ProjectsAlex Xie - Head of Investor Relations and Capital MarketsNone - TranslatorMing Hsun Lee - Managing Director and Head of Greater China Auto ResearchConference ...

XPeng (NYSE:XPEV) Q3 2025 Earnings Call November 17, 2025 08:00 AM ET Company ParticipantsTina Hou - VP and Head of China Autos Equity ResearchNick Lai - Head of Asia Auto ResearchHe Xiaopeng - Co-Founder, Chairman, and CEOBrian Gu - Vice Chairman and PresidentJames Wu - VP of Finance and AccountingCharles Zhang - VP of Corporate Finance and VW ProjectsAlex Xie - Head of Investor Relations and Capital MarketsNone - TranslatorMing Hsun Lee - Managing Director and Head of Greater China Auto ResearchConference ...

XPeng (NYSE:XPEV) Q3 2025 Earnings Call November 17, 2025 08:00 AM ET Speaker4Hello, ladies and gentlemen. Thank you for standing by for the third quarter 2025 earnings conference call for XPeng. At this time, all participants are in listen-only mode. After management's remarks, there will be a question-and-answer session. Today's conference call is being recorded. I will now turn the call over to your host, Mr. Alex Xie, Head of Investor Relations and Capital Markets of the company. Please go ahead, Alex.S ...

" 陪伴机器人赛道再添一军。 " 作者丨 余快 编辑丨刘伟 雷峰网·鲸犀近日获悉，前云鲸智能产品副总裁李阳（Roger）离职后创业，成立公司「Ouropia」，主攻 家庭陪伴具身领域，该项目将聚焦内容情绪消费与物理实体陪伴，通过深度情感交互实现Physical AI的家 庭场景进入问题。 目前，李阳的创业项目已完成种子轮融资，获数千万美元融资。该项目由经纬创投、顺为资本等机构共同 投资。 据了解，Ouropia的首款产品将通过具身方式实现深度情绪交互和内容消费，产品将面向北美市场，预计 客单价将处于较高区间。 独家丨前大疆核心研发 Goding 创业，瞄准户外智能载具 十年苦修，汉阳扫雪机器人的豪赌 对话星迈王生乐：95%靠运气，但要把运气成分压到最小 李阳早年曾在大疆担任动力系统专家，后相继负责Mavic系列产品、教育机器人产品及自动驾驶相关业 务，于2021年离开大疆加入云鲸。在云鲸期间担任产品副总裁，负责产品设计、研发工程管理、质量等工 作，在团队中具有重要影响力。 另据雷峰网了解，Ouropia创始团队包括来自大疆、影石、字节、清华的机器人和认知领域专家，以及知 名产品设计团队，是一支磨合多年的成熟产 ...

MALTA, N.Y., Nov. 14, 2025 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a webinar for investors and analysts on Wednesday, December 3, 2025, at 10:00 a.m. ET. At this event, GF’s business leaders will provide a market, technical, and strategy update on the opportunities for GF across the rapidly evolving Physical AI market. The upcoming webinar will showcase how GlobalFoundries’ MIPS and ultra-low power solutions are driving the evolution of smart, autonomous, and conn ...

Please welcome to the stage president semiameas Joe Stkunis. >> It's Semicon and we are focused on AI today. So it makes sense to start with a presentation from a leader of the most valuable company in the world and the leading semiconductor supplier to the AI community, Nvidia.Dr. . Timothy Costa, general manager industrial and computational engineering at NVIDIA, spearheads the strategic development and implementation of solutions for critical industries including semiconductors. He leads the industrial e ...

Financial Data and Key Metrics Changes - The company reported Q3 2025 revenues of $10,100,000, representing a more than six-fold increase year-over-year and nearly 60% sequential growth from Q2 2025 [12][27] - Gross profit for Q3 2025 was $2,600,000, yielding a gross margin of 26%, compared to a gross profit of $50,000 in Q3 2024 [28] - Operating expenses increased to $18,100,000 in 2025 from $8,700,000 in 2024, primarily due to higher personnel costs [28][29] - Cash as of September 30, 2025, was $433,000,000, up from $30,000,000 a year earlier [29][32] - Shareholders' equity increased to $487,200,000 as of September 30, 2025, compared to $16,600,000 a year prior [32] Business Line Data and Key Metrics Changes - The OAS business unit generated $10,000,000 in revenue for Q3 2025, up from $1,000,000 in the same quarter last year, driven by deliveries of Iron Drone and Optimus systems [27][45] - The consolidated backlog grew to $23,300,000, more than double the beginning of the year, and over $40,000,000 when including pending acquisitions [13][45] Market Data and Key Metrics Changes - The company is positioned to benefit from a major counter UAS boom, with strong market demand for autonomous and unmanned systems [10][12] - The global demand for counter drone technologies is projected to grow from approximately $2,400,000,000 in 2024 to over $10,500,000,000 by 2030, representing a 27% compound annual growth rate [66] Company Strategy and Development Direction - The company is transitioning from standalone technology platforms to a system of systems model, integrating air, ground sensing, and communications into an autonomous ecosystem [15][21] - A strategic growth plan was laid out in July 2025, focusing on scaling operations and leveraging advancements in autonomy and unmanned systems [10][11] - The establishment of ONDEST Capital aims to scale combat-proven unmanned technologies into production and commercialization [15][22] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's positioning for continued record growth through 2025 and into 2026, supported by a strong balance sheet and strategic acquisitions [17][72] - The company raised its full-year 2025 revenue target to at least $36,000,000, with expectations for Q4 revenue exceeding $15,000,000 [13][73] - The outlook for 2026 is set at a minimum of $110,000,000 in revenue, which may be conservative given the expanding customer base and backlog [73] Other Important Information - The company completed multiple strategic acquisitions, enhancing its operational capabilities and expanding its technology portfolio [20][52] - The partnership with SentriX is expected to enhance the company's counter UAS capabilities significantly [58][66] Q&A Session Summary Question: What is the outlook for the company's growth in 2026? - The company is targeting at least $110,000,000 in revenue for 2026, with expectations that this number may prove conservative due to an expanding customer base and backlog [73] Question: How is the company addressing the growing demand for counter drone technologies? - The company is well-positioned to capture a significant share of the rapidly expanding counter drone market, with a comprehensive solution that integrates various technologies [66][69]

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to start November, consider joining Out Fox The Street .Stone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 licensed and has 30 years of investing experience, including 15 years as a portfolio manager. Mark leads the investing group Out Fox The Street where he shares stock picks and deep research to help readers uncover potent ...

Core Insights - The article emphasizes the importance of identifying undervalued stocks that are mispriced by the market as a strategy for investment in November [1]. Group 1: Company Overview - Stone Fox Capital is an RIA based in Oklahoma, led by Mark Holder, a CPA with extensive experience in investing and portfolio management [2]. - Mark Holder has 30 years of investing experience, including 15 years as a portfolio manager, and leads the investing group Out Fox The Street [2]. Group 2: Investment Strategy - The investing group provides stock picks and in-depth research aimed at uncovering potential multibaggers while managing portfolio risk through diversification [2]. - Features of the group include model portfolios, stock picks with identifiable catalysts, daily updates, real-time alerts, and community chat access for direct interaction with Mark [2].

Serve Robotics (NasdaqCM:SERV) Q3 2025 Earnings Call November 12, 2025 05:00 PM ET Speaker1Hello, and thank you for standing by. I would like to welcome everyone to the Serve Robotics Q3 2025 financial results and conference call. Now, I would like to turn the call over to Aduke Thelwell, Head of Communications and Investor Relations. Please go ahead.Speaker0Thank you, Operator, and good afternoon, everyone. Welcome to Serve Robotics Q3 2025 earnings call. With me today are Serve's co-founder and CEO, Ali K ...