May. 3 at 9:11 AM
$WRD when Q1 reports it will be a comparison to Q1 2025 (YoY) of
$10MM.
If Q1 reports at 4
$5MM or more (what Q4 was) that's a 4X move. Is that big?
If it reports at
$30MM it's a 3X move. Is that big?
In 2025 Q1 WeRide had not launched yet. Launching took the entire year (by qtr
$10M,
$17M,
$24M,
$45M)
Q2 and Q3 YoY comparisons for 2026 will also be exponential.
Going back to the questions I posted on 4/29:
What if rev is
$1B for 2026?
What if it's 50% of
$1B,
What if it's 25% of
$1B
What if it's more than
$1B
What if it's 2X of 2025 at
$200MM
Or 3X at
$300MM
Or 4X at
$400MM