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Nio Q2 2026 Earnings Call: ES8 Milestone, ES9 Demand Highlights

person Priya Sharma

calendar_today September 1, 2026 at 3:27 PM

schedule 1 min read

Summary

Nio reported strong Q2 2026 results, with the third-generation ES8 nearing 150,000 deliveries and robust demand continuing. The company is optimistic about the ES9, noting over 75% of its customers come from outside the Nio community.

The third-generation ES8 is expected to reach its 150,000th delivery this month, and demand remains very strong.

Nio is confident that the ES9 will be a strong seller; more than three-quarters of ES9 customers are from outside the Nio community.

Nio Inc (NYSE: NIO) released its second-quarter results today and subsequently held an analyst call.

Below are the key takeaways from the call, with the latest updates at the top.

The third-generation ES8 is expected to reach its 150,000th delivery this month, and demand remains very strong.

Nio is confident that the ES9 will be a strong seller; more than three-quarters of ES9 customers are from outside the Nio community.

William Li said that all-electric vehicles have become the mainstream powertrain option in the Chinese market, and brand reputation has become a key factor for consumers when choosing a product.