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ECARX Reports Impressive Q4 2025 Financial Results Amid Growth Strategy

On February 12, 2026, ECARX Holdings Inc., a prominent player in the global mobility tech sector, released its financial results for the fourth quarter of 2025, highlighting a period marked by substantial achievements. The Company reported a record revenue of $304.7 million, representing a 13% increase from the prior year. This growth is particularly noteworthy given the ongoing challenges in the macroeconomic landscape and limited semiconductor supply.

Ziyu Shen, the chairman and CEO of ECARX, emphasized the significance of this quarter as a pivotal moment in the Company’s journey, indicating the onset of sustainable and profitable growth aligned with their vision of becoming a leader in AI technology for the automotive sector. This is marked by their second consecutive quarter of positive net income, demonstrating a strong rebound.

Financial Highlights

Quarterly Overview

In Q4 2025, ECARX reported the following financial metrics:

• - Total Revenue: $304.7 million, 13% increase year-over-year.
• - Sales of Goods Revenue: $269.5 million, up by 27% compared to last year, primarily driven by an increase of $104.5 million attributed to higher sales volumes of automotive computing platforms.
• - Net Profit: The Company achieved a net profit of $2.8 million, a remarkable turnaround from a loss of $6.0 million in the same quarter last year.
• - Adjusted EBITDA: Increased to $21.6 million compared to $9.5 million in Q4 2024, indicating improved operational efficiency.

Yearly Performance

Looking back at the entire year of 2025, total revenue reached $847.9 million, a 10% increase from $771.5 million in 2024. The sales of goods revenue were particularly strong, increasing to $703.1 million, a rise of 15% from the previous year. This consistent upward trajectory is seen as a testament to the success of ECARX’s lean operational strategy and the growing demand for their technology solutions.

Challenges and Strategic Focus

Despite the impressive financial results, ECARX faced hurdles such as a decline in software license revenue by 84% year-over-year due to decreasing per-vehicle software licenses. Additionally, service revenue saw a reduction of 27%, primarily due to a decrease in design and development contracts. These figures underscore the fluctuating nature of the tech and automotive markets, as well as the impact of ongoing shifts in consumer demand.

To combat these challenges, ECARX is leveraging a dual-engine approach aimed at fostering growth from both new partnerships and existing collaborations. Their computing platforms have gained recognition for enhancing sales of popular automotive models, while their globalization strategy continues to expand their reach as a core technology partner across various regions.

Looking to the Future

As ECARX gears up for 2026, they are focused on maintaining their growth momentum. Following the recent raise of nearly $200 million in aggregate proceeds, the Company is poised to invest significantly in research and development, as well as build out their delivery and supply chain infrastructure. This investment is intended to strengthen their capabilities in high-value software and AI services, propelling their business forward in the global transition toward software-defined vehicles.

Additionally, ECARX announced the departure of their Chief Financial Officer, Phil Zhou, thanking him for his leadership, while also preparing to identify a successor to continue the momentum of financial oversight and strategic growth.

Conclusion

With a robust finish to 2025, ECARX is well-positioned to capitalize on forthcoming opportunities in the automotive tech arena. Their focus on innovative solutions and partnerships, coupled with a commitment to global expansion, underscores their ambition to play a significant role in the industry's evolution.

As they strive for excellence, ECARX invites investors and stakeholders to follow their journey, as they aim to redefine mobility tech on a global scale.