ECARX releases transcript of Q2 2026 earnings call
ECX•Guidance and acquisition
ECARX reaffirmed its FY 2026 revenue guidance of USD 1 billion to USD 1.1 billion.
The company also agreed to buy the Flyme software business for about USD 266 million.
Margin pressure and cost outlook
Management flagged margin pressure risk as higher memory costs flow through. The CFO said the impact is expected to increase as inventory is depleted.
Q2 2026 earnings call highlights
ECARX discussed fiscal Q2 2026 results on Aug. 11 with CEO Ziyu Shen, COO Peter Cirino, CFO Dylan Jeng, and IR head Mark Hankinson.
- Revenue was USD 225.2 million, up 45% year over year.
- Gross margin was 19.8%, compared with 10.8%.
- The company said this was its fourth straight quarter of positive adjusted EBITDA.
- Shipments were about 550,000 units, up 51% sequentially.
- Antora and Pikes platforms reached 42% of shipments, supporting higher ASPs.
