Search results

Your response is too cryptic to be useful. This article is quite detailed, and paints a very clear picture. Over-investment in over-hyped venture, an ex-Tesla exec who tried to ape the same pretend strategy, and a reckoning. It remains puzzling that these large groups bet new models on...

Elaborate, please ? V4Smart is not square one although there are few details about their linkage to the 718.

Yep, and same reply as 2024 and 2025Q1 in another thread. Inconveniently, ex-China, that's -1% in a market which is single digits down in Europe and low single digits up in the US. So a non-argument. Your thesis is a cheap repeat of GT-R & Corvette underdog fanboys. Yet the 992 has never sold...

Porsche has always had premium pricing and always faced competition from cheaper challengers who went exactly nowhere in that segment. Outside of China, the chinese will still share from mid range brands, not premium. All of the examples i am giving have long proven it. Only people who do not...

Yeah, who would buy a Macan instead of a Tiguan or Q5 ? Who in their right mind would buy a Cayenne instead of a Touareg or Q7 ? Who in their right mind would have bought a Taycan instead of a Plaid ? More than 150,000 idiots i suppose ? Who on this earth would buy a 911 and its bad bad bad...

911 sales were up in 2024, guidance for 2025 is down as a consequence of 800m in OPEX/CAPEX into unplanned product development (ICE & hybrids). That is what Porsche announced, and that number alone explains the guidance on 2025 operating margin. The argument about gross margins is pure...

You certainly feel comfortable projecting your bad takes to build a scaffolding of baseless assertions. China is a leading indicator for nothing but China, but don't let facts get in the way of your narrative. In Switzerland, unit sales are at a record high: Gee, the swiss surely like...

Come on. It can mean a million things. How much is the China downsizing is costing them for instance ? Why would Porsche have pushed 911 volumes unprofitably in a transition year to 992.2 ?

I am very curious to understand the basis for your assertions, because as far as i know, there is none ?

You are arguing that the contribution margin of the 911 is minimal ? on what basis ?

That must be why the 911 had another sale record in 2024 and has no equivalent in the GT world ?

BEV EU share is shrinking while it should be growing sharply to the high teens/low 20s if the segment was crossing the chasm of consumer adoption. It is not, at least not this year, with a strong coincidence with the rollback of purchase incentives in major markets. The gain in marketshare is...

Petrol -4.7% Diesel -10.8% HEV +19.8% PHEV -7.9% BEV markershare is falling from 14 to 13.2%. An inconvenient fact for this thread is that Porsche sales in EU are up 11.5% Oct YTD. Porsche's problem is first and foremost a China problem, like most others, and after spending the past week...

In the EU, BEV regs have fallen 4.9% Oct YTD, with BEV marketshare falling to 13.2% from 14% last year. In the US, Q3 EV share was 8.9% compared to 7.8% in Q3'23.

Not sure what Porsche has to do with the Volkswagen brand industrial footprint issues. Volkswagen does not even have top line issues, it is more or less flat (+2.3%) with a european market which is also more or less flat (+3.9% yoy for Jan-Jul 24). The VW group still enjoys 26.2% of marketshare...

I second that. Best thing to do in Zurich is ... to hop on a train to Luzern, visit the old city, go on a cruise on the lake, or climb to Mt Pilatus via Alpnach and the cogwheel train. And also as mentionned by others, if you have the time to rent a car, doing a day drive to Sustenpass...