<p>Gogoro（GGR）已举行其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
<h3>认识您的 ETF AI 分析师</h3>
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<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
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<p>Gogoro 最新财报电话会议：在挑战中保持乐观</p>
<p>Gogoro Inc.最近的财报电话会议描绘了一幅谨慎乐观的画面。尽管公司庆祝强劲的经营现金流、显著的成本节约和成功的产品发布，但也承认面临硬件收入下降和台湾市场收缩等挑战。尽管在反向拆股后股价下跌，Gogoro 仍对其长期战略和市场机会充满信心。</p>
<h2>强劲的经营现金流和成本节约</h2>
<p>Gogoro 报告的经营现金流达到 2570 万美元，几乎是去年同期的两倍。与 2024 年相比，公司还实现了约 2100 万美元的经营费用节约，突显其对财务效率和成本管理的关注。</p>
<h2>调整后 EBITDA 和毛利率改善</h2>
<p>公司的调整后 EBITDA 增长了 25%，达到 4700 万美元。此外，Gogoro 的调整后毛利率为 19.3%，较 2024 年提高了 4.3 个百分点，展示了其提升盈利能力的能力。</p>
<h2>产品发布成功</h2>
<p>Gogoro 的 EZ 车型连续五个月成为台湾最畅销的电动两轮车。此外，EZ500 在十月份成为台湾最畅销的 125cc 电动两轮车，突显了公司的产品创新和市场吸引力。</p>
<h2>电池更换服务增长</h2>
<p>电池更换服务的收入同比增长 11.5%，达到 3890 万美元，订阅用户数量扩大至 657,000 名骑行者，同比增长 5%。这一增长突显了 Gogoro 在能源网络领域的影响力不断扩大。</p>
<h2>毛利率扩张</h2>
<p>Gogoro 的毛利率显著改善至 12.2%，高于去年同期的 5.4%。非国际财务报告准则下的毛利率达到 22.2%，是自 2022 年以来的最高季度水平，反映了公司的运营效率。</p>
<h2>硬件收入下降</h2>
<p>尽管取得了多项成功，Gogoro 的硬件及其他收入仍面临 25.5% 的下降，主要由于车辆销售量下降 43.7%。这一下降突显了宏观经济因素带来的挑战。</p>
<h2>台湾两轮车市场的挑战</h2>
<p>台湾的两轮车市场收缩至十年来第三季度的最低水平，摩托车零售销售同比下降约 9%。这一收缩对 Gogoro 在本土市场构成了重大挑战。</p>
<h2>股价下跌</h2>
<p>在 10 月初进行 20 对 1 的反向拆股后，Gogoro 的股价下跌，归因于短期技术反应。尽管如此，公司仍专注于其长期增长战略。</p>
<h2>指导和未来展望</h2>
<p>展望未来，Gogoro 预计将继续创新和市场扩张。公司预计到 2026 年实现能源网络盈利，到 2027 年实现能源网络的正自由现金流，并在 2028 年实现公司整体盈利。这些预测突显了 Gogoro 对长期增长和市场领导地位的承诺。</p>
<p>总之，Gogoro 的财报电话会议突显了成就与挑战的结合。尽管公司在硬件收入和台湾市场条件方面面临困难，但其强劲的经营现金流、成本节约和成功的产品发布为未来增长提供了坚实基础。Gogoro 的战略举措和前瞻性指导反映了其乐观态度和在不断变化的市场环境中前行的决心。</p>

<p>Gogoro 的第三季度财报电话会议显示出在挑战中谨慎乐观。尽管硬件收入下降了 25.5%，公司仍报告了 2570 万美元的经营现金流和 2100 万美元的成本节省。EZ 车型是台湾最畅销的电动两轮车，电池更换服务收入增长了 11.5%。然而，台湾的两轮车市场显著收缩。在进行反向股票拆分后，Gogoro 的股价下跌，但公司仍专注于长期增长，预计到 2028 年实现盈利</p>

<p>Gogoro ((GGR)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>Gogoro（GGR）已举行其第三季度财报电话会议。请继续阅读会议的主要亮点。</p>
</div><h3>Meet Your ETF AI Analyst</h3>
<div class="lb-trans"><h3>认识您的 ETF AI 分析师</h3>
</div><ul>
<li>Discover how TipRanks' <em>ETF</em> AI Analyst can help you make smarter investment decisions</li>
<li>Explore ETFs TipRanks' users love and see what insights the <strong><em>ETF</em> AI Analyst</strong> reveals about the ones you follow.</li>
</ul>
<div class="lb-trans"><ul>
<li>了解 TipRanks 的_ETF_ AI 分析师如何帮助您做出更明智的投资决策</li>
<li>探索 TipRanks 用户喜爱的 ETF，并查看 <strong><em>ETF</em> AI 分析师</strong> 对您关注的 ETF 所揭示的见解。</li>
</ul>
</div><p>Gogoro’s Latest Earnings Call: Optimism Amid Challenges</p>
<div class="lb-trans"><p>Gogoro 最新财报电话会议：在挑战中保持乐观</p>
</div><p>The recent earnings call from Gogoro Inc. painted a picture of cautious optimism. While the company celebrated strong operating cash flow, significant cost savings, and successful product launches, it also acknowledged challenges such as declining hardware revenue and a contracting market in Taiwan. Despite a drop in stock price following a reverse split, Gogoro remains confident in its long-term strategy and market opportunities.</p>
<div class="lb-trans"><p>Gogoro Inc.最近的财报电话会议描绘了一幅谨慎乐观的画面。尽管公司庆祝强劲的经营现金流、显著的成本节约和成功的产品发布，但也承认面临硬件收入下降和台湾市场收缩等挑战。尽管在反向拆股后股价下跌，Gogoro 仍对其长期战略和市场机会充满信心。</p>
</div><h2>Strong Operating Cash Flow and Cost Savings</h2>
<div class="lb-trans"><h2>强劲的经营现金流和成本节约</h2>
</div><p>Gogoro reported an impressive $25.7 million in operating cash flow, nearly doubling from the previous year. The company also achieved approximately $21 million in operating expense savings compared to 2024, highlighting its focus on financial efficiency and cost management.</p>
<div class="lb-trans"><p>Gogoro 报告的经营现金流达到 2570 万美元，几乎是去年同期的两倍。与 2024 年相比，公司还实现了约 2100 万美元的经营费用节约，突显其对财务效率和成本管理的关注。</p>
</div><h2>Adjusted EBITDA and Gross Margin Improvement</h2>
<div class="lb-trans"><h2>调整后 EBITDA 和毛利率改善</h2>
</div><p>The company’s adjusted EBITDA saw a 25% increase, reaching $47 million. Additionally, Gogoro delivered an adjusted gross margin of 19.3%, marking a 4.3 percentage point improvement from 2024, showcasing its ability to enhance profitability.</p>
<div class="lb-trans"><p>公司的调整后 EBITDA 增长了 25%，达到 4700 万美元。此外，Gogoro 的调整后毛利率为 19.3%，较 2024 年提高了 4.3 个百分点，展示了其提升盈利能力的能力。</p>
</div><h2>Product Launch Success</h2>
<div class="lb-trans"><h2>产品发布成功</h2>
</div><p>Gogoro’s EZ model emerged as the best-selling electric two-wheeler in Taiwan for five consecutive months. Furthermore, the EZ500 became the best-selling 125 cc electric two-wheeler in Taiwan in October, underscoring the company’s product innovation and market appeal.</p>
<div class="lb-trans"><p>Gogoro 的 EZ 车型连续五个月成为台湾最畅销的电动两轮车。此外，EZ500 在十月份成为台湾最畅销的 125cc 电动两轮车，突显了公司的产品创新和市场吸引力。</p>
</div><h2>Battery Swapping Service Growth</h2>
<div class="lb-trans"><h2>电池更换服务增长</h2>
</div><p>The battery swapping service revenue grew by 11.5% year over year to $38.9 million, with the subscriber base expanding to 657,000 riders, a 5% increase year over year. This growth highlights Gogoro’s expanding influence in the energy network sector.</p>
<div class="lb-trans"><p>电池更换服务的收入同比增长 11.5%，达到 3890 万美元，订阅用户数量扩大至 657,000 名骑行者，同比增长 5%。这一增长突显了 Gogoro 在能源网络领域的影响力不断扩大。</p>
</div><h2>Gross Margin Expansion</h2>
<div class="lb-trans"><h2>毛利率扩张</h2>
</div><p>Gogoro’s gross margin improved significantly to 12.2%, up from 5.4% in the same quarter last year. The non-IFRS gross margin reached 22.2%, the highest quarterly level since 2022, reflecting the company’s operational efficiency.</p>
<div class="lb-trans"><p>Gogoro 的毛利率显著改善至 12.2%，高于去年同期的 5.4%。非国际财务报告准则下的毛利率达到 22.2%，是自 2022 年以来的最高季度水平，反映了公司的运营效率。</p>
</div><h2>Decline in Hardware Revenue</h2>
<div class="lb-trans"><h2>硬件收入下降</h2>
</div><p>Despite various successes, Gogoro faced a 25.5% decline in hardware and other revenue, primarily due to a 43.7% drop in vehicle sales volume. This decline highlights the challenges posed by macroeconomic factors.</p>
<div class="lb-trans"><p>尽管取得了多项成功，Gogoro 的硬件及其他收入仍面临 25.5% 的下降，主要由于车辆销售量下降 43.7%。这一下降突显了宏观经济因素带来的挑战。</p>
</div><h2>Challenges in Taiwan’s Two-Wheeler Market</h2>
<div class="lb-trans"><h2>台湾两轮车市场的挑战</h2>
</div><p>Taiwan’s two-wheeler market contracted to its lowest third-quarter level in a decade, with motorcycle retail sales down roughly 9% year over year. This contraction presents a significant challenge for Gogoro in its home market.</p>
<div class="lb-trans"><p>台湾的两轮车市场收缩至十年来第三季度的最低水平，摩托车零售销售同比下降约 9%。这一收缩对 Gogoro 在本土市场构成了重大挑战。</p>
</div><h2>Stock Price Decline</h2>
<div class="lb-trans"><h2>股价下跌</h2>
</div><p>Following a 20-to-1 reverse stock split executed in early October, Gogoro’s stock price declined, attributed to a near-term technical reaction. Despite this, the company remains focused on its long-term growth strategy.</p>
<div class="lb-trans"><p>在 10 月初进行 20 对 1 的反向拆股后，Gogoro 的股价下跌，归因于短期技术反应。尽管如此，公司仍专注于其长期增长战略。</p>
</div><h2>Guidance and Future Outlook</h2>
<div class="lb-trans"><h2>指导和未来展望</h2>
</div><p>Looking ahead, Gogoro anticipates continued innovation and market expansion. The company projects energy network profitability by 2026, positive free cash flow from the energy network in 2027, and company-wide profitability by 2028. These projections underscore Gogoro’s commitment to long-term growth and market leadership.</p>
<div class="lb-trans"><p>展望未来，Gogoro 预计将继续创新和市场扩张。公司预计到 2026 年实现能源网络盈利，到 2027 年实现能源网络的正自由现金流，并在 2028 年实现公司整体盈利。这些预测突显了 Gogoro 对长期增长和市场领导地位的承诺。</p>
</div><p>In conclusion, Gogoro’s earnings call highlighted a mix of achievements and challenges. While the company faces hurdles in hardware revenue and market conditions in Taiwan, its strong operating cash flow, cost savings, and successful product launches provide a solid foundation for future growth. Gogoro’s strategic initiatives and forward-looking guidance reflect its optimism and determination to navigate the evolving market landscape.</p>
<div class="lb-trans"><p>总之，Gogoro 的财报电话会议突显了成就与挑战的结合。尽管公司在硬件收入和台湾市场条件方面面临困难，但其强劲的经营现金流、成本节约和成功的产品发布为未来增长提供了坚实基础。Gogoro 的战略举措和前瞻性指导反映了其乐观态度和在不断变化的市场环境中前行的决心。</p>
</div>

睿能创意的财报电话会议：在挑战中保持乐观