AllInev
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its based on new vehicle registration data.Don't recall seeing Rivian ever report these numbers. What's the source of the data?
Alright, so where is this data?its based on new vehicle registration data.
R1 is critical this year and will continue to be a source of revenue into the future.R1 sales don’t really matter that much. The company is either going to thrive or fold based on whether the R2 is a success or not. Nothing else really matters in the grand scheme of things.
Tax credits are still available now. Were they reduced in 2025?Two factors need to be mentioned.
1) ending of tax credit pulled demand forward into December 2024
2) Lucid Gravity became available
The industry is struggling with EVs. Percent increase is misleading since its relative to the comparison value.
In other words, 50% increase from 10 EVs are 15 EVs. Still it's just 15 EVs. Rivian delivered 3,060 while only Tesla is higher. Both GM and Ford numbers are total vehicle delivered in US, not only EVs so cannot tell (I looked the linked article).
This. Flagships are never meant to be volume sellers or the bread and butter of any company. Even Ferrari knows to not offer only halo models. And how many times has RJ belabored the point that the R1 is the flagship model?R1 sales don’t really matter that much. The company is either going to thrive or fold based on whether the R2 is a success or not. Nothing else really matters in the grand scheme of things.
https://riviantrackr.com/news/why-r...it-in-2025-but-you-can-still-save-on-a-lease/Tax credits are still available now. Were they reduced in 2025?