Ecarx Holdings Stock Price, News & Analysis

ECARX (Nasdaq: ECX) reported Q3 2025 unaudited results on Nov 3, 2025. Total revenue was $219.9M (+11% YoY); sales of goods were $181.7M. Total shipments reached ~667,000 units (+51% YoY). Gross profit was $47.6M with a 22% gross margin (vs 17% a year earlier). Adjusted EBITDA was a $8.3M gain and net profit was $0.9M, compared with prior-year losses. Total cash was $50.4M. Notable business items include mass production ramps for the Pikes® platform, Antora® 1000 Pro Automotive SPICE v4.0 Level 3 certification, ~10 million vehicles deployed with ECARX technology, and convertible note refinancing activity (up to $100M contemplated, with a $35M initial note expected to close).

ECARX (Nasdaq: ECX) announced a securities purchase agreement with ATW Partners on October 31, 2025 to issue convertible notes for up to an aggregate principal amount of $150 million. The company said the financing is expected to enhance liquidity and strengthen its balance sheet to support global expansion, product innovation, partnerships with international OEMs, and investments in software-defined vehicle and intelligent cockpit technologies.

D. Boral Capital acted as exclusive placement agent. The announcement notes that full terms are filed in a Form 6-K available in ECARX's SEC filings and that the release is not an offer to sell securities.

ECARX (Nasdaq: ECX) announced a board change effective October 31, 2025: Lone Foenss Schroeder was appointed as a director to replace Ni Li, who resigned for personal reasons on the same date.

Schroeder brings decades of international leadership across automotive, technology, finance, retail and industrial sectors, and currently chairs Geely Sweden Holdings AB and Ikano Bank and chairs the Nomination Committee at Volvo Cars. Her background includes CEO roles at Concordium, Wallenius Lines and Star Air (Maersk), senior roles at A.P. Møller - Maersk, advisory work with ServiceNow, and studies at Copenhagen Business School, University of Copenhagen and MIT Sloan.

ECARX (Nasdaq: ECX) announced that its Antora 1000 computing platform and Cloudpeak software stack will power the launch of the Geely Galaxy EX5 in the United Kingdom on Oct. 24, 2025, marking the start of large-scale deliveries into core European markets.

Key technical and regulatory milestones cited include deployment across 33 countries, integration with a 7nm SE1000 SoC, and certifications including ISO 26262 ASIL-D, CE-RED, EN18031, and USB-IF, supporting EU market entry and localized multilingual features.

ECARX (Nasdaq: ECX) announced a global strategic partnership with Victory Giant Technology (VGT) on October 22, 2025 to develop high-performance advanced computing platforms for the automotive sector.

Under the agreement, VGT — a PCB manufacturer with manufacturing hubs in Vietnam, Malaysia, and Thailand and serving 350+ technology customers — will supply custom-engineered PCBs to ECARX’s intelligent manufacturing centers to support R&D through mass production and global solution delivery. The collaboration targets centralized AI-capable automotive computing architectures and may extend into other emerging industries.

ECARX (Nasdaq: ECX) will report third quarter 2025 financial results before U.S. market open on Monday, November 3, 2025. Management will host an earnings conference call and live audio webcast at 8:00 a.m. U.S. ET to discuss results and answer analyst and institutional investor questions. Investors can access the webcast at the provided media-server link or register for the live call to receive international access numbers. Attendees are asked to join at least 15 minutes early to ensure timely connection. An audio replay and presentation materials will be posted on ECARX's investor relations website under the results and reports section following the event.

ECARX (NASDAQ: ECX) announced the integration of its Pikes® computing platform and Cloudpeak® software stack in the new Lynk & Co 07 EM-P hybrid sedan and 08 EM-P hybrid SUV. The system features the Qualcomm® Snapdragon™ SA8295P automotive-grade SoC and delivers an advanced AI cockpit experience.

The solution includes a 12.3-inch instrument cluster display and 15.4-inch central touchscreen with features like 3D rendering, smartphone connectivity, and multi-task windows. The Cloudpeak® software integrates with the vehicle's E/E architecture and powers the "Eva" AI agent, transforming the cockpit into an intelligence-centric experience.

ECARX (NASDAQ: ECX) announced that its Pikes® computing platform and Cloudpeak® software stack are powering the new Geely Galaxy M9's AI cockpit experience. The vehicle garnered over 40,000 orders within 24 hours of pre-sales launch on August 23.

The system utilizes 5nm Qualcomm® Snapdragon™ SA8295P automotive-grade SoC for advanced cockpit graphics and on-device AI capabilities. The Galaxy M9 introduces mass-produced AI agent deployment through "Eva," which provides unified control across instrument, HUD, infotainment, vehicle control, and ADAS systems.

The integration represents a shift from feature-centric to intelligence-centric cockpit experiences, with Cloudpeak® connecting AI models to cross-domain vehicle functions. The solution is compatible with both Flyme Auto and Google Automotive Services.

ECARX Holdings (NASDAQ: ECX) unveiled its latest automotive technology innovations at IAA Mobility 2025 in Munich. The company showcased two major products: a next-generation in-vehicle navigation system integrated with HERE's platform, and an updated Skyland® New intelligent driving solution.

The navigation system offers multi-scenario adaptability and compliance across 200+ countries, currently supporting models from Lotus, Lynk & Co, smart, and Hongqi. The Skyland® solution, built on Black Sesame's Wudang C1236 chip, provides L2+ assisted driving features including highway Navigate-on-Autopilot and parking assistance. The system will also launch on new Hongqi H9, H9+, and E-HS9 models by late 2025.