Энэхүү шинэчлэлийн хүрээнд компани бэлэн мөнгөний урсгалыг 1.4 тэрбум ам.доллараар бууруулахаар зорьж байна.
Шинэ гүйцэтгэх захирал Силвио Наполигаар удирдуулсан Lucid Motors компани зардлаа эрс танах, борлуулагдаагүй бараа материалын хэмжээг бууруулах үйл ажиллагааны шинэчлэлийн төлөвлөгөөг зарлалаа. Энэхүү зорилтын хүрээнд капиталын зардлыг 500 сая ам.доллараар, бараа материалыг 600-800 сая ам.доллараар хорогдуулж, үйл ажиллагааны зардлыг 200 сая ам.доллараар багасгахаар төлөвлөжээ. Мөн Аризона мужийн Каса Гранде дахь үйлдвэрийн хоёр дахь ээлжийг зогсоож, ажиллах хүчнийхээ 18 хувийг цомхотгосон нь жилийн хугацаанд 158 сая ам.долларын хэмнэлт гаргах тооцоотой байна.
Тус компанийн 2026 оны хоёрдугаар улирлын санхүүгийн тайланд дурдсанаар орлого нь 405 сая ам.долларт хүрсэн хэдий ч 1.26 тэрбум ам.долларын цэвэр алдагдал хүлээжээ. Гэсэн хэдий ч улирлын эцсийн байдлаар компани 3 тэрбум ам.долларын нийт хөрвөх чадвартай үлдсэн байна. Силвио Наполи өмнөх удирдлагын алдаа дутагдал, хэт их зардал, шийдвэр гаргах удаашрал зэргийг шүүмжилж, компанийн үйл ажиллагааны бүтцийг эрс өөрчлөн удирдлагын багт шинэ хүмүүсийг томилжээ.
Завсрын хугацааны санхүүгийн хүндрэлийг даван туулахын зэрэгцээ компани роботакси хөтөлбөр, Саудын Араб дахь AMP-2 үйлдвэр болон дунд оврын шинэ цахилгаан автомашины төслүүддээ гол анхаарлаа хандуулж байна. Тухайлбал, “Cosmos” хэмээх дунд оврын цахилгаан автомашины платформ нь стратегийн гол элемент хэвээр байгаа аж. Түүнчлэн Nuro болон Uber компаниудтай хамтран хэрэгжүүлж буй роботакси хөтөлбөрийг өргөжүүлж, энэ чиглэлээр хиймэл оюун ухаан, жолоочид туслах дэвшилтэт системүүдийг хөгжүүлэх Lucid Technologies нэгжийг шинээр байгуулжээ.
Энэхүү роботакси үйлчилгээ нь Nuro-гийн бие даасан жолоодлогын технологийг Lucid Gravity загварын SUV автомашинд нэгтгэснээр уламжлалт жижиглэнгийн борлуулалтаас хамаагүй өндөр ашиг авчирна гэж удирдлагууд үзэж байна. Одоогоор Хьюстон болон Сан Францискогийн булангийн бүсэд 100 автомашиндан туршилт явуулж байгаа бөгөөд энэ оны дөрөвдүгээр улирлаас цуврал үйлдвэрлэл эхлүүлж, оны сүүлээр зах зээлд гаргахаар төлөвлөжээ. Мөн гүйцэтгэх захирал Силвио Наполи тус компани дампуурлаа зарлахаар зөвлөх үйлчилгээний компани хөлсөлсөн гэх мэдээллийг няцааж, зөвхөн зардлыг танах, үйл ажиллагааг оновчтой болгох зорилготой ажиллаж байгааг онцоллоо.
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Lucid Motors said Tuesday that its “operational reset” will focus on $1.4 billion in cash reductions along with three other “must win” and potential money-making priorities that include robotaxis, its factory in Saudi Arabia, and launching a mid-sized electric vehicle.
The turnaround plan, led by its new CEO Silvio Napoli, aims to pull Lucid out of its spiral of growing EV inventory and unchecked spending. To reach that $1.4 billion in cash savings, Lucid said it will reduce capital expenditures by $500 million and projected savings of between $600 million and $800 million in inventory, according to its second-quarter earnings statement. The company said it will also reduce operating expenses by $200 million.
The effort, if successful, will provide sufficient liquidity runway well into 2027, Napoli said during Tuesday’s earnings call with investors.
Napoli didn’t mince words during his first quarterly earnings call as CEO.
“The way we operate has to change,” he said. “While there is no question that Lucid brought leading innovations and outstanding products to the market, we have disappointed on several fronts, and for far too long. We have not executed consistently, we miss commitments, launched products before they were ready, underinvested in service, responded too slowly to quality issues, and allowed complexity to slow decisions down.”
Napoli has already set some of this plan in motion. The company has shaken up its leadership ranks and hired several top execs, including a new chief financial officer, chief technology officer, chief customer officer, chief digital officer, and chief transformation officer. Napoli has also cut in half the number of people who directly report to him and in June directed the company to lay off 18% of its workforce, or around 1,500 employees, just four months after the EV maker made a cut of 12%.
Lucid also eliminated the second shift of EV production at its factory in Casa Grande, Arizona. The layoffs and elimination of that second shift generated $158 million in projected annualized savings, Napoli said during the company’s earnings call.
Despite these moves, Lucid’s second-quarter earnings show a company that continues to lose money. The EV maker reported revenue of $405 million, up from $259.4 million in the same quarter last year. It reported a net loss of $1.26 billion, or $3.30 a share, compared with a loss of $855.3 million, or $2.80 a share, a year earlier.
Lucid said it ended the second quarter with $3 billion in total liquidity.
While a reduction in spending is central to this reset, Napoli listed several must-win projects, including its upcoming mid-sized EV, finishing its AMP-2 factory in Saudi Arabia, and its robotaxi program with Uber and Nuro, that will eventually make it profitable.
The midsize EV, known as Cosmos, will be the first model from Lucid’s mid-sized platform, which “remains an essential element of Lucid’s strategic plan,” Napoli said.
Napoli is also bullish on its robotaxi program with Uber and Nuro and sees it as an opportunity to boost earnings outside of selling directly to consumers. In a sign of this program’s value to Lucid, the company has created a new business unit called Lucid Technologies that will be led by chief digital officer Kai Stepper. The new unit will focus on AI, advanced driver assistance system, and digital technology.
“We project the margins vastly exceeding those of the traditional retail model,” Napoli said, referring to the robotaxi program that integrates Nuro’s self-driving technology into Lucid’s Gravity SUVs. Uber will operate the premium robotaxi service, which will allow users to hail the self-driving vehicles on its app.
Nuro and Uber are testing fleet of 100 vehicles in Houston and the San Francisco Bay Area and Houston. The company said that last month it began delivering production validation vehicles assembled at a facility in Coolidge, Arizona. Regular vehicle production for the robotaxi will begin in the fourth quarter with an expected launch in late 2026.
On the call, Napoli also took a moment to slap down speculation from last month that the company had hired consulting firm AlixPartners to consider bankruptcy.
“Their engagement has been focused solely on supporting our cost savings plan and streamlining our operations, we will be wrapping up their assignment once that work is complete, which we expect at the end of this month,” he said.
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