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Volkswagen:Quarterly Results/2025 Q1: Difference between revisions
→Q1 2025 Porsche Earnings Call Summary
(Created page with "Return to: Earnings Season See also: [https://docs.google.com/spreadsheets/d/1N5-EbJE-JY6cILPETeU8LtbMcSBoPyBgk8Y_w21J1uw/edit?pli=1&gid=1414737805#gid=1414737805 Valuation Model] |Volkswagen:Quarterly Results/2024 Q4| Volkswagen:Quarterly Results/2024 Q3 | Volkswagen:Quarterly Results/2024 Q2 == Q1 2025 Porsche Earnings Call Summary == See: [https://investorrelations.porsche.com/en/q1-2025-report/ Q1 2025 Porsche Webcast Call] | === Deliveries === *...") |
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* '''Jochen said it's expected that the supply chain situation will remain challenging and that additional supply chain costs must be expected (min 11:14).''' | * '''Jochen said it's expected that the supply chain situation will remain challenging and that additional supply chain costs must be expected (min 11:14).''' | ||
* Jochen said they estimate that the supply chain burden will | * '''Jochen said they estimate that the supply chain burden will be three digit million this year and since it's a complex issue and more electric cars are to come, they also expect additional burden next year (min 44:31).''' | ||
=== China === | === China === | ||