Ferrari (NYSE:RACE) Q4 2025 Earnings call February 10, 2026 09:00 AM ET Company ParticipantsAntonio Picca Piccon - CFOBenedetto Vigna - CEOHenning Cosman - Head of Automotive ResearchHorst Schneider - Head of European Automotive ResearchNicoletta Russo - Head of Investor RelationsThomas Besson - Head of Automotive ResearchConference Call ParticipantsAndrea Balloni - AnalystAnthony Dick - Equity Research AnalystChristian Frenes - Equity Research AnalystEdouard Aubin - Managing Director and Senior Equity Anal ...

Ferrari (NYSE:RACE) Q4 2025 Earnings call February 10, 2026 09:00 AM ET Company ParticipantsAntonio Picca Piccon - CFOBenedetto Vigna - CEOHenning Cosman - Head of Automotive ResearchHorst Schneider - Head of European Automotive ResearchNicoletta Russo - Head of Investor RelationsThomas Besson - Head of Automotive ResearchConference Call ParticipantsAndrea Balloni - AnalystAnthony Dick - Equity Research AnalystChristian Frenes - Equity Research AnalystEdouard Aubin - Managing Director and Senior Equity Anal ...

Ferrari (NYSE:RACE) Q4 2025 Earnings call February 10, 2026 09:00 AM ET Speaker17Good day, and thank you for standing by. Welcome to the Ferrari 2025 full year results conference call and webcast. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be the question and answer session. To ask a question during the session, you need to press star one one on your telephone keypad. You will then hear an automatic message advising your hand is raised. To withdraw y ...

. FY 2025 RESULTS MARANELLO, FEBRUARY 10, 2026 STRONG PERFORMANCE IN 2025 SETS THE FOUNDATION FOR CONTINUED GROWTH IN 2026 Revenues at ~€7.1B, EBIT(1) at ~€2.1B with +12% growth YoY and industrial free cash flow(1) generation above €1.5B Further enrichment of product line-up with 6 new models, among which the initial steps of reveal of the Ferrari Luce FORWARD LOOKING STATEMENT This document, and in particular the section entitled "2026 Guidance", contain forward-looking statements. These statements may inc ...

Core Insights - Ferrari has officially unveiled its first electric supercar named "Luce," designed by former Apple design head Jony Ive [1][2] Group 1: Vehicle Specifications - The Luce is powered by four electric motors, delivering over 1,000 horsepower [2] - It features a 122 kWh battery, a 0-60 mph acceleration time of 2.5 seconds, and a range of 330 miles [2] - The vehicle weighs 5,100 lbs and includes four doors and four seats [2] Group 2: Design and Features - The Luce incorporates physical buttons and a retro-inspired steering wheel [2] - It includes a 10-inch infotainment screen similar to an iPad and a 12.5-inch instrument cluster with a physical needle in the digital speedometer [3] - Paddle shifters are located behind the steering wheel to control torque delivery, simulating gear-shifting sensations [3] Group 3: Market Reaction - Following the announcement, Ferrari's stock (RACE) increased by 0.70% to $336.13 at market close and further rose by 0.26% to $337.00 in after-hours trading [4]

Group 1: OpenAI and AI Sector - OpenAI is nearing a monumental $100 billion funding round, which would value the company at approximately $830 billion, driven by a resurgence in growth with ChatGPT exceeding 10% monthly growth [3][7] - Nvidia is reportedly close to investing about $20 billion in OpenAI as part of this funding initiative, highlighting strong investor confidence in the AI sector [3] Group 2: Alphabet's Financial Moves - Alphabet (GOOGL) plans to raise approximately $15 billion through a new US bond sale, aimed at general corporate purposes including debt repayment and investments in AI [4][7] Group 3: Uber's Strategic Acquisition - Uber Technologies Inc. (UBER) is acquiring Getir's food delivery business for $335 million and will invest an additional $100 million for a 15% stake in Getir's broader operations in Türkiye [5][7] Group 4: Offshore Drilling Consolidation - Transocean (RIG) announced its intention to acquire Valaris (VAL) in an all-stock transaction valued at approximately $5.8 billion, creating a combined entity with a pro forma enterprise value of around $17 billion [6][7] Group 5: Ferrari's Electric Vehicle Launch - Ferrari (RACE) has introduced "Ferrari Luce," its new full-electric sports car, with plans for its debut in October 2026, marking a significant entry into the electric vehicle market [8][7] Group 6: MicroStrategy's Bitcoin Strategy - MicroStrategy (MSTR) purchased an additional 1,142 Bitcoin for approximately $90 million, reinforcing its position as a leading corporate holder of Bitcoin [9] Group 7: Currency and Economic Insights - The IMF Chief has downplayed concerns regarding the dollar's short-term fluctuations, noting a 1.2% decline in January 2026, while contextualizing it within a broader historical perspective [10]