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Porsche (OTCPK:DRPR.F) Earnings Call Presentation
2025-10-10 15:30
PORSCHE Pre-Close Call Q3 2025 S T U T T G A R T , O C T O B E R 1 0 DR. ING. H.C. F. PORSCHE AG 1 Disclaimer Following our Q3 sales release on October 9th 2025, the Q3 Pre-Close call aims to provide all analysts and investors with the contents of that sales release, the most recent management statements at roadshows, conferences, and events. We also refer to the relevant messages from the H1 2025 earnings call and relevant public statements that we have made in the interim period. The remarks, comments and ...
X @Tesla
Tesla· 2025-10-02 17:45
RT Elon Musk (@elonmusk)Tesla Cybertruck beats a 911 while towing a 911, which mean it can carry a 911 faster down a 1/4 mile than the Porsche can travel by itself … ...
X @Elon Musk
Elon Musk· 2025-10-02 07:49
Tesla Cybertruck beats a 911 while towing a 911, which mean it can carry a 911 faster down a 1/4 mile than the Porsche can travel by itself …Cybertruck (@cybertruck):Beating a 911 while towing a 911https://t.co/nnpUWrleV0 ...
宾利重启纯燃油车型开发,放弃2035年全面电动化目标
Huan Qiu Wang Zi Xun· 2025-09-23 04:09
Group 1 - Bentley will launch pure internal combustion engine versions of the next-generation Bentayga, Continental GT, and Flying Spur, reversing its previous commitment to phase out combustion engines by 2035 [1][3] - The original "Beyond100" strategy aimed for full electrification of the model lineup by 2030 and complete cessation of fuel vehicles by 2035, but this has been revised following Porsche's announcement to continue investing in high-performance internal combustion engine development beyond 2030 [3] - The new models will be based on the Volkswagen Group's MSB platform, retaining V8 and W12 engine options, with emissions regulations being optimized through e-fuel compatibility and 48V mild hybrid systems [3] Group 2 - Bentley's electrification efforts face technical challenges, with the launch of its first electric vehicle, Bentayga EV, delayed due to issues with the 800V high-voltage platform and solid-state battery supply chains, and a range of approximately 450 kilometers under WLTP standards [4] - Other luxury brands are also adjusting their electrification timelines, with Ferrari postponing its first electric vehicle launch from 2025 to 2027 and Aston Martin collaborating on synthetic fuel development, aiming for carbon neutrality across its lineup by 2030 rather than full electrification [4]
Volkswagen takes $6 billion hit from Porsche plan to delay EV rollout
Yahoo Finance· 2025-09-19 16:21
By Thomas Seythal and Christoph Steitz BERLIN/FRANKFURT (Reuters) -Porsche AG on Friday dialled back plans for its electric vehicle rollout due to weaker demand, pressure in key market China and higher U.S. tariffs, causing the luxury sportscar maker and its parent Volkswagen to slash their 2025 profit outlooks. Volkswagen, Europe's largest carmaker, said it would take a 5.1 billion euro ($5.99 billion) hit from the far-reaching product overhaul at its subsidiary. The changes are a major shift for the S ...
保时捷的中国困境
远川研究所· 2025-08-14 13:14
Core Viewpoint - Porsche's sales in China have significantly declined, with a projected drop to 56,000 units in 2024, marking a 28% year-on-year decrease, after previously being the largest single market for the brand [6][17][31]. Group 1: Sales Performance and Market Position - In 2021, Porsche achieved a peak sales figure of 95,000 units in China, contributing one-third of its total sales [6][17]. - The Cayenne and Macan models accounted for approximately 60% of Porsche's sales in China since 2015 [11][14]. - The brand's sales average in China has decreased from 1.06 million to 930,000 yuan over the past three years, indicating a loss of market positioning [37]. Group 2: Electric Vehicle Strategy - Porsche has been aggressive in its electric vehicle (EV) transition, with plans for electric and hybrid models to make up 50% of total sales by 2025 and over 80% by 2030 [24][22]. - The Taycan, Porsche's first all-electric model, surpassed 40,000 units in global sales in 2021, becoming the best-selling model after the SUVs [24][18]. - The company has invested heavily in battery technology and partnerships to support its electric vehicle strategy, including the establishment of a joint venture for battery production [23][22]. Group 3: Challenges in Transition - Porsche faces significant challenges in its transition to electric vehicles, particularly due to reliance on the Volkswagen Group for software and electronic architecture, which has encountered delays [30][27]. - The development of the E3 electronic architecture has faced setbacks, impacting the launch timelines of new models like the Macan EV [30][28]. - The competitive landscape in the electric vehicle market has intensified, with domestic brands capturing over 60% of the market share, further complicating Porsche's position [37][31]. Group 4: Brand Positioning and Market Dynamics - Porsche occupies a unique position between luxury and premium segments, which exposes it to greater competitive pressures, especially in a rapidly evolving market [34][37]. - The brand's pricing strategy has been challenged by the aggressive pricing of electric vehicles, leading to a structural disruption in its pricing model [32][31]. - As competitors lower prices, Porsche's middle-ground positioning risks losing brand value, which could have long-term implications for its market strategy [37][34].
保时捷变招,大力发展混动车型而非纯电动汽车
汽车商业评论· 2025-05-22 13:23
Core Viewpoint - Porsche is adjusting its electric vehicle (EV) strategy due to slowing demand in the luxury car segment, indicating that the ambitious goal of launching over 80% electric sports cars by 2030 may not be realistic given current market trends [3][5][7]. Group 1: Strategic Adjustments - The company plans to balance its production strategy between fuel vehicles, hybrid vehicles, and electric sports cars, acknowledging that the transition to electric vehicles may take longer than initially expected [3][7]. - Porsche's strategic shift is expected to result in an additional loss of €1.3 billion in the fiscal year 2025, alongside a plan to cut approximately 3,900 jobs by 2029 [7][9]. - The CEO highlighted the need for a flexible approach to production in response to market developments, emphasizing that the company is currently restructuring around a target of 250,000 units per year [5][9]. Group 2: Market Challenges - Porsche's first-quarter 2025 revenue was €8.86 billion, a 1.7% year-over-year decline, with a significant drop in sales profit by 40.6% to €760 million [9]. - The company faced a 42% decline in deliveries in the Chinese market, which is its largest market, while European markets also saw declines of 10% and 34% [9][11]. - The CEO acknowledged the challenges posed by tariffs in the U.S. and a significant downturn in the Chinese market, describing the current situation as a "fierce storm" [11][28]. Group 3: Product Development - Porsche is expanding its product line to include more models equipped with fuel and plug-in hybrid systems alongside electric models, with plans for a new SUV series expected to launch by the end of the decade [16][18]. - The electric versions of the 718 models have faced delays, now expected to launch in 2027 due to supply chain issues with high-performance batteries [20][22]. - The Cayenne series will see both fuel and electric versions available, with the electric version set to launch later this year [18][24]. Group 4: Leadership and Governance - The dual role of the CEO, managing both Porsche and its parent company Volkswagen, has come under scrutiny from investors, who are concerned about the impact on independent management [26][28]. - Investors are urging the CEO to focus on one company amid pressures from declining stock prices and challenges in key markets [28].