[LOCKED DUE TO INACCURATE FIGURES] Rivian U.S. Sales January 2025

[Kryptonlogic]

I spoke to someone at Rivian who confirmed that the numbers Motor Intelligence posted are not accurate. I pulled my post and apologized for sharing incorrect information. Lesson learned!

Sponsored

 

[Newtonrj]

I’m not sure what to make of this, but I don’t see the R1 series ever surpassing 40K units per year. It’s a North America-only platform, starts at $80K+ for a good configuration, and is pretty expensive to produce. At best, it’s a break-even halo vehicle—without true luxury—that put Rivian on the map.

Rivian has just missed out on timing to hit a homerun on the sales front for any of their vehicles for the forseeable future. My wife and I love our R1s, but we have an early adopter mindset. We expected issues and weren’t too concerned about price, as early pre-orders were reasonable. However, long-term ownership costs will be high.

I don't see R2 sales hitting more than 10-12K per month, unless they can adhere to a well equipped vehicle for $50K (edit - and get it to market like now). The R2’s post-warranty costs will also be significant. Pricing remains to be seen, but I expect a solid configuration to start at $60K+.

To me it’s no surprise Rivian is shifting the highight reel and revenue focus toward Rivian Tech rather than vehicle sales. But hey, what do I know? I just build jack pucks.

They also have a +10,000/yr EDV sales base-load from Amazon that can expand beyond Amazon to other businesses. Last week there were thousands of EDVs in Normal that count as sold awaiting pickup, yet won’t have any vehicle registration data to track.
To me it’s a sales lever Rivian can use to fill production lines while R1 QM sets up for Spring’25.

 

[Donald Stanfield]

@Administrator Apparently this post is based on false numbers. Maybe it should be deleted?

Sponsored