Ecarx Holdings Stock Price, News & Analysis

ECARX (NASDAQ: ECX) reported Q2 2025 financial results with mixed performance. Revenue declined 10% YoY to $155.6 million, while operating expenses decreased 20% to $57.2 million. The company reported a net loss of $45.4 million, compared to $42.1 million in Q2 2024.

Key operational highlights include 112% YoY growth in Antora® series shipments to 135,000 units and secured contracts worth over $1 billion in lifetime revenue internationally. The company is expanding beyond automotive, winning its first non-automotive customer for lidar technology in robotics. ECARX maintains its guidance for EBITDA breakeven in remaining quarters and expects ~20% revenue growth for full-year 2025.

The company is establishing a new global headquarters in Singapore and has formed strategic partnerships with Samsung and Monolithic Power Systems to enhance its global presence and technological capabilities.

ECARX Holdings (Nasdaq: ECX), a global mobility technology provider, has been awarded the Technical Development & Innovation award at Volkswagen Brazil's "the One" partnership celebration in Rio de Janeiro. This recognition follows a previous award from Volkswagen Group in March 2025.

ECARX will provide complete digital cockpit solutions for Volkswagen's global market vehicles, featuring the ECARX Antora®1000 computing platform and ECARX Cloudpeak® software architecture. The company's solutions comply with ASPICE standards, support Google Automotive Services, and maintain high-level functional safety and cybersecurity certifications.

ECARX (NASDAQ: ECX) announced the integration of its AI Enhanced Antora® 1000 computing platform and Cloudpeak® software stack into the newly launched Geely Galaxy A7 plug-in hybrid sedan in China. The system provides an AI-driven interface with multi-zone voice recognition and seamless command capabilities for navigation, entertainment, and vehicle functions.

The implementation in Galaxy A7 expands ECARX's presence in the high-volume family sedan segment and deepens its integration within Geely's ecosystem. ECARX's solutions have contributed to Galaxy becoming the fastest NEV brand to exceed one million cumulative sales. The company's technology enables rapid deployment across multiple models while helping automakers differentiate through unique user experiences.

ECARX Holdings (Nasdaq: ECX), a global mobility tech provider, has scheduled its second quarter 2025 financial results announcement for August 26, 2025, before U.S. market opening.

The company will host an earnings conference call and webcast at 8:00 a.m. U.S. ET on the same day. Management will discuss financial results and take questions from analysts and institutional investors. Participants are advised to register at least 15 minutes before the call. An audio replay and presentation materials will be available on ECARX's investor relations website after the event.

ECARX (NASDAQ: ECX), a global mobility technology provider, showcased its AI-powered automotive solutions at the 2025 World Artificial Intelligence Conference (WAIC) in Shanghai. The company highlighted its Antora® series computing platform, which integrates intelligent cockpits, assisted driving, and parking functionalities on a single platform compliant with ISO 26262 and ASIL B safety requirements.

The company unveiled two key innovations: ECARX AutoGPT, an in-vehicle AI large model application, and ECARXperience, a generative in-vehicle HMI system. These solutions are currently deployed in multiple flagship vehicles across more than 20 global markets, including Geely Galaxy and Lynk & Co models.

ECARX (Nasdaq: ECX) announced that its Cloudpeak® cross-domain software stack is powering the global launch of the Volvo EX30 Cross Country compact electric SUV. The software solution demonstrates significant market adaptability, offering Google Automotive Services (GAS) certified intelligent cockpit system for European markets while integrating AAOS (Android Automotive OS) for the Chinese market.

The Volvo EX30 Cross Country began sales in China on July 17, 2025, following its European launch in February 2025. The vehicle has shown strong market performance with over 100,000 units sold as of January 2025, highlighting the effectiveness of ECARX's adaptable software solution in meeting diverse regional requirements.

ECARX Holdings (Nasdaq: ECX) has formed a strategic partnership with Monolithic Power Systems (Nasdaq: MPWR) to advance automotive intelligence and robotics solutions globally. The collaboration focuses on system integration, platform adaptation, and delivery optimization.

The partnership will leverage MPS's global R&D, supply, and engineering support systems to help strengthen ECARX's global supply chain and accelerate product deployment. Key areas include product adaptation, validation, and system optimization to reduce development cycles and improve time-to-market efficiency.

This alliance aims to expand ECARX's intelligent solutions into industrial automation and consumer electronics, building on MPS's semiconductor expertise and proprietary technologies in system integration and packaging.

ECARX Holdings (Nasdaq: ECX) has achieved three significant ISO certifications: ISO9001 (Quality Management), ISO14001 (Environmental Management), and ISO45001 (Occupational Health & Safety). These certifications cover the complete lifecycle of their intelligent cockpit and driving solutions.

The certifications represent a strategic milestone for ECARX, whose technology currently powers over 8.7 million vehicles worldwide. They remove barriers to entry in developed markets and strengthen the company's position when competing for new projects with global automakers. The accreditations will also support ECARX's expansion into AI, robotics, and embodied-intelligence applications beyond the automotive sector.

ECARX (Nasdaq: ECX) has expanded its strategic partnership with Samsung Group to advance automotive intelligence, robotics, and AI technologies. The collaboration will integrate Samsung's next-generation displays, high-speed memory, and flash storage solutions into ECARX's product portfolio.

Building on their existing successful partnership, which has already resulted in the integration of Samsung displays in ECARX's intelligent cockpit systems and the industry's first automotive-grade LPDDR5 memory implementation in ECARX's Antora® computing platform and Skyland® intelligent driving solution, the enhanced partnership aims to develop intelligent solutions for vehicles, smartphones, wearables, and robots.