The earnings call reflects a balanced view with Polestar focusing on growth through new models and retail expansion, while tackling challenges like high cash burn and competitive market pressures. The sentiment is cautiously optimistic with strategic plans in place to achieve future profitability.

Company Guidance

During the Q3 2024 earnings call for Polestar (PSNY) on January 16, 2025, the company provided guidance emphasizing a target compound annual growth rate (CAGR) of 30% to 35% between 2024 and 2027, with a focus on achieving positive adjusted EBITDA in 2025 and a positive free cash flow by 2027. CEO Michael Lohscheller highlighted that 2024 was a transitional year, with Polestar expanding its lineup from the Polestar 2 to include the Polestar 3 and 4, enhancing sales and distribution networks, and emphasizing cost reductions and efficiency improvements. He also noted the significant role of CO2 credits, expecting three-digit million amounts in 2025, and outlined plans for geographic expansion, particularly in the French market in 2025. Furthermore, the company is investing in a more active sales model, increasing retail locations, and leveraging its Polestar Energy initiative to provide smart charging solutions.

Strong Volume Growth Projections

Polestar targets a compound annual growth rate between 30% and 35% from 2024 to 2027, indicating strong expected growth in volume.

Positive Adjusted EBITDA Target by 2025

Polestar aims to achieve a positive adjusted EBITDA in 2025, with further improvements expected in 2026.

Expansion of Retail Locations

Polestar plans to increase its retail locations from 140 to 300 to improve customer proximity and sales.

Launch of New Models

Polestar announced the launch of new models including Polestar 7, a compact SUV aimed at tapping into the fastest-growing segment.

Community Engagement and Loyalty

Polestar's community has grown to over 35,000 members, and 20% of Polestar 4 customers previously owned a Polestar 2.

CO2 Credits as a Revenue Stream

CO2 credits are expected to generate three-digit million amounts, providing financial support for future investments.

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Polestar Automotive Holding UK (PSNY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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PSNY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 27, 2025	2024 (Q4)	-0.21 / -	-0.33	―	―	―
Nov 08, 2024	2024 (Q3)	-0.15 / -0.16	-0.072	-122.22% (-0.09)	―	―
Aug 29, 2024	2024 (Q2)	- / -0.14	-0.14	2.86% (<+0.01)	―
Jul 02, 2024	2024 (Q1)	-0.17 / -0.14	-0.14	-2.86% (>-0.01)	―
Mar 07, 2024	2023 (Q4)	-0.16 / -0.15	-0.24	36.25% (+0.09)	―	―
Nov 08, 2023	2023 (Q3)	-0.15 / -0.07	-0.14	48.57% (+0.07)
Aug 31, 2023	2023 (Q2)	-0.13 / -0.14	―	―
May 11, 2023	2023 (Q1)	-0.12 / -0.01	-0.096	89.58% (+0.09)
Mar 02, 2023	2022 (Q4)	-0.13 / -0.24	-0.466	48.50% (+0.23)
Nov 11, 2022	2022 (Q3)	-0.14 / -0.14	-0.228	38.60% (+0.09)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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PSNY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 08, 2024	$1.26	$1.23	-2.38%
Aug 29, 2024	$0.94	$1.07	+13.83%
Jul 02, 2024	$0.92	$0.90	-2.17%
Mar 07, 2024	$1.78	$1.74	-2.25%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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