Faraday Future Intelligent Electric Inc. (FFAI) Earnings Call Transcripts

Faraday Future Intelligent Electric Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Faraday Future Intelligent Electric Inc. (FFAI:US) reported revenue of $512,000, a 62% increase from $316,000 in Q1 2025, nearly matching the full-year revenue of 2025. The company narrowed its loss from operations to $35.9 million, down 18% year-over-year. Management raised its 2026 robot shipment target from 1,000 to 1,500 units, signaling confidence in demand and operational execution, which could positively influence stock performance as the company transitions into a U.S.-based physical AI ecosystem company.

Reported metrics

Guidance from management

Management maintained a focus on scaling robotics deployment and monetization with positive gross margins while advancing AI EV initiatives. They expect to achieve a cumulative shipment of more than 1,500 EAI robots in 2026.

What management said

Thank you, YT. As we wrap up, I would like to briefly highlight the materials included in the appendix. In the appendix, you'll find our unaudited balance sheets and financial statements as of, and for the 3 months ended March 31, 2026, providing additional detail on our financial position. These materials offer helpful context to support everything we have shared today. With that, we would now like to open the flo...

Question. During your 2025 earnings call in April, you set a 2026 robot shipment target of 1,000 units. Now you've raised it to 1,500 units. What gives you the confidence to hit this new target?

What analysts pressed on

Analysts expressed concerns about the company's ability to execute its vehicle delivery plan amidst the focus on robotics. There were questions regarding the timeline for vehicle production and how funding would impact operational capabilities.

Main topics on the call

• Revenue Growth — FFAI generated $512,000 in revenue for Q1 2026, a significant increase of 62% year-over-year. Management noted, 'This is a fair question. I'd answer it in 3 parts,' indicating a structured approach to revenue growth.
• Robotics Business Launch — The company began deliveries of its EAI robotics products, achieving 68 units shipped by the end of April. CEO YT Jia stated, 'We are the first U.S. company to deliver both humanoid and bionic robots,' highlighting their...
• Operational Efficiency — Loss from operations narrowed to $35.9 million, down from $43.8 million in Q1 2025. G&A expenses also declined by 33%, demonstrating improved cost management.
• Increased Shipment Guidance — Management raised the 2026 shipment target for robots to 1,500 units, up from 1,000. Jia emphasized, 'That gives us strong visibility into the full year end,' indicating confidence in meeting this target.

Read the full Faraday Future Intelligent Electric Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 22 Faraday Future Intelligent Electric Inc. earnings call transcripts on record, spanning December 15, 2022 to May 14, 2026. Based on this history, Faraday Future Intelligent Electric Inc. reports quarterly. The most recent call on file is dated May 14, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FFAI

Exchange

NasdaqCM

Country

US

Sector

Consumer Discretionary

Industry

Automobiles

Calls on record

22

First call

December 15, 2022

Most recent

May 14, 2026

Reporting cadence

quarterly