Rivian 三季度业绩超预期，软件收入与 R2 交付增长
Rivian third-quarter earnings beat estimates as software revenue, R2 deliveries rise
Rivian melaporkan hasil kuartal ketiga tahun 2026, dengan kerugian yang disesuaikan sebesar 48 sen per saham, meleset dari perkiraan konsensus sebesar 62 sen, dengan pendapatan $2,16 miliar, melampaui perkiraan $1,99 miliar. Rekor 19.248 kendaraan dikirimkan pada kuartal tersebut, dan R2 menjadi model terlaris; bisnis perangkat lunak dan layanan memiliki pendapatan sebesar US$605 juta dan margin laba kotor sebesar 42%. Bisnis kendaraan memiliki pendapatan hampir US$1,55 miliar tetapi mengalami kerugian kotor sebesar US$80 juta.
Rivian's losses narrowed in the third quarter and revenue exceeded expectations. The software and services business became the profit fulcrum with a gross profit margin of 42%, while the vehicle business is still at a gross loss. The differentiation of the business structure is worthy of continued tracking. For gold and foreign exchange traders, this is a micro signal on the risk asset side. It does not constitute a macro pricing driver in itself, but it can be used as an auxiliary reference to observe the sentiment and risk appetite of U.S. growth stocks, focusing on whether the subsequent vehicle gross profit can improve with the increase in R2 volume.
Rivian 三季度亏损收窄、软件服务毛利率达 42%，可对照其整车业务毛亏看业务结构变化。
来源：CNBC Top News · cnbc.com