Apr. 29 at 7:53 PM
$WRD say WeRide does all of this, as shown/estimated, perhaps
$1.4B in product revenue alone.
Say the do half,
$700MM or 7x 2025 total
Say they do 25% of it,
$350MM or 3,5X 2025.
Say they do even better on ADAS/other,
$2B in revenue
However you see it rev will blow apart everything the street has modeled. We need Tony to step in and explain it. It would be better now but somehow he'll be asked about this at Q1 call sometime in May.
Perhaps that's when the market wants to own WRD.