Volkswagen AG Unsponsored ADR (VWAGY)
Volkswagen AG (VWAGY) Q2 2025 Earnings Call Transcript
Volkswagen AG (OTCPK:VWAGY) Q2 2025 Earnings Conference Call July 25, 2025 3:00 AM ET Company Participants a - Corporate Participant Arno Antlitz - CFO, COO & Member of the Board of Management Oliver Blume - Chief Executive & Chairman of the Board of Management Rolf Woller - Head of Group Treasury & Investor Relations Sebastian Rudolph - Vice President of Communications, Sustainability, & Politics Conference Call Participants Adrian Yanoshik - Redburn (Europe) Limited, Research Division Henning Cosman - Barclays Bank PLC, Research Division Horst Schneider - BofA Securities, Research Division José Maria Asumendi - JPMorgan Chase & Co, Research Division Michael John Tyndall - HSBC Global Investment Research Patrick Hummel - UBS Investment Bank, Research Division Philippe Jean Houchois - Jefferies LLC, Research Division Tim Rokossa - Deutsche Bank AG, Research Division Mark Tisshaw - Unidentified Company Stephen Wilmot - Unidentified Company Thibaut Madelin - Unidentified Company Operator Ladies and gentlemen, welcome to the Volkswagen AG Investor/Analyst and Media Call Half Year Q2 2025 Conference Call. I'm Moritz, the Chorus Call operator.
Auto giant Volkswagen cuts guidance as U.S. tariffs hit profit hard
German auto giant Volkswagen posted a sharp drop in second-quarter profit, primarily due to high costs from increased U.S. import tariffs. The results come as Europe's automakers struggle to get to grips with a series of industry challenges.
Volkswagen lowers guidance as tariffs hit profit in second quarter
Volkswagen on Friday gave its first assessment of how U.S. President Donald Trump's trade war with Europe is expected to impact its 2025 earnings after tariffs dealt a blow to the German auto giant's operating profit in the second quarter.
Porsche: Getting Lamborghini And Robotaxi Exposure Basically For Free
Porsche SE offers a 'double discount'—trading at a 27% discount to NAV, with core holdings like Volkswagen also deeply undervalued. Volkswagen's sum-of-the-parts valuation reveals hidden value in assets like Lamborghini, Audi, and its financial services division, which the market ignores. Investors get significant optionality for free: robotaxi initiatives, Rivian and QuantumScape partnerships, and possible Lamborghini IPO.
VW resumes exports of ID.Buzz bus to US, Focus reports
German automaker Volkswagen has resumed deliveries of its ID.Buzz electric minibus to the United States, a company spokesperson said on Tuesday, confirming a report by Focus magazine.
Volkswagen: Supportive Delivery Growth, And Upside From Lamborghini
Volkswagen remains a core buy in our portfolio, with market fears over Chinese and Tesla disruptions appearing overly pessimistic. Lamborghini alone could explain half of the company's total market cap. Volkswagen in China is down but not out.
Volkswagen to close joint plant with SAIC in China's Nanjing, reports Handelsblatt
Volkswagen and its Chinese partner SAIC will close their joint plant in the Chinese city of Nanjing, the German daily Handelsblatt reported on Friday.
Volkswagen H1 BEV Deliveries Rise 47% Y/Y on Robust Growth in Europe
VWAGY's H1 EV deliveries surge 47% Y/Y, fueled by 89% growth in Europe and strong demand for new fully electric models.
How Volkswagen's Electric Bus Went From American Flagship to Flop
The German company's hyped reboot of its iconic vintage van has been stunted by a luxury price tag, Trump's trade war and an embarrassing recall.
Volkswagen: Significant Upcoming Catalysts Could Save The Stock Soon
Volkswagen is positioned for a potential recovery, driven by cost savings, strategic investments, and a refreshed China strategy amid a challenging macro environment. The company trades at a deep discount to book value, offering significant upside if market sentiment improves and catalysts like rate cuts or tariff deals materialize. Volkswagen's strong balance sheet, proactive management, and valuable assets support a high-risk, high-reward 'Buy' rating at current levels.
The Volkswagen Robotaxi That Wants to Rival Waymo and Tesla
Self-driving VW minivans are already on German roads and will come to the U.S. next year, as Europe plays catch-up with America and China.
Rivian receives the next $1B from Volkswagen as sales struggles continue
Rivian has hit a milestone in its agreement with German automotive giant Volkswagen that will bring $1 billion into the EV startup's coffers in the form of a share sale. Rivian also announced Wednesday that it delivered 10,661 vehicles in the second quarter.
