ECARX (ECX) Q2 FY26 earnings call

ECARX delivered a strong Q2 FY26, exceeding expectations for a market rebound, driven by disciplined execution and accelerating global momentum. The company's lean operating strategy, focus on high-end solutions, and strategic acquisitions like Flyme position it for continued growth despite challenging market conditions in China and rising memory costs. Management reaffirmed full-year revenue guidance, expressing confidence in the second half's launch cadence and historical seasonality.