Apr. 29 at 4:23 PM
$WRD Tony hasn't done this so lets take a crack at guessing product revenues using conservative numbers for 2026 based on what WeRide Press Releases said since March. I'll use
$35K per AV for my cost basis since we can only guess at it.
100 Sweeps =
$3.5MM revenue
2,000 taxis for Geely =
$70MM revenue
Lenovo (200K over 5 years). 30K this year (just a guess) =
$1B revenue
GRAB = more revenue but unknown
UBER = more revenue but unknown
12th country said they will be buying the entire lineup = more revenue but unknown
ADAS on 30 models authorized for WePilot assuming 250 built units at
$350 per ADAS system (avg price of all their levels) =
$87.5MM
2025 total revenue was about
$100MM. 2026 revenue will blow that way and put it above the projections of TESLA and WAYMO
2026 revenue shown above is prodcut revenue not service revenue which is more revenue
WRD is trading where it was when these announcements were made liek ther is not revenue
Tony could affirm the numbers today. He will not. WRD died