ECARX (Nasdaq: ECX) builds the full #SDV stack, from chips to #ADAS, deployed in 12M+ vehicles with 18 automakers. Now extending into #robotics and #physical AI
Behind the Tech: Flyme is in. Here’s where it fits ⬇️
Cloudpeak, Flyme Auto and Flyme OS: different software capabilities, complementary roles.
The result? A broader $ECX software offering, from the vehicle to connected devices.
#ECARX#Flyme#Cloudpeak#SDV
What happens when your car becomes a smartphone on wheels?
The contest is moving to software and AI.
ECARX COO Peter Cirino joins Bill Russo on Auto Insider to discuss making in-car intelligence feel natural.
https://t.co/ZDsEk8wsxY
#ECARX#SDV#AIDV $ECX
$ECX Q3:
- Revenue $240.8M (+10% YoY)
- ~721K units shipped
- High-end Antora® at 30% of shipments
- FY2026 guidance: $1.0–1.1B
CEO Ziyu Shen: “we continue to move up the value chain.”
Flyme acquisition gives ECARX ownership of the application layer.
https://t.co/kJxlffyJJs
🚨ECARX and Arm sign a non-binding MoU to explore AI computing for mobility and physical AI. It builds on work through SiEngine.
Our focus now is pairing Arm's compute architectures with ECARX's full-stack automotive capabilities.
https://t.co/4DXRh8qd3F
#ECARX#SDV#AIDV $ECX
NEW: 154,206 vehicles launched with Flyme Auto in September 🚗
✅ 1.326M+ deployments year to date
✅ 3.594M+ cumulative vehicles globally
Every one of those vehicles runs ECARX software, and the base keeps growing.
#ECARX#Flyme#SDV#AIDV
Save the date: $ECX reports Q3 2026 results Nov 4.
Silicon to software, one integrated stack. Flyme is now in-house. 12M+ vehicles, 159 markets.
Hear what’s next. 👇
📅 Nov 4 | 8:00 a.m. ET
📡 Webcast: https://t.co/pKhnxMiexd
📞 Register: https://t.co/96kTZeYAYb
#ECARX#Flyme