Earnings Call Summary | Eve Holding(EVEX.US) Q1 2024 Earnings Conference
Earnings Call Summary | Eve Holding(EVEX.US) Q1 2024 Earnings Conference
The following is a summary of the Eve Holding, Inc. (EVEX) Q1 2024 Earnings Call Transcript:
以下是夏娃控股公司（EVEX）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Eve reported an investment of $27 million in program development in Q1 2024.
Higher development expenses were partially offset by interest revenues and a mark to market gain on their warrants, resulting in a net loss of $25 million for the quarter.
Total liquidity stands at $280 million, which is expected to sustain operations well into 2025.
The company anticipates its 2024 efforts will consume between $130 million to $170 million throughout the year.
夏娃報告稱，2024年第一季度在項目開發上投資了2700萬美元。
較高的開發費用被利息收入和認股權證的市值收益部分抵消，導致本季度淨虧損2500萬美元。
總流動性爲2.8億美元，預計將持續運營到2025年。
該公司預計，其2024年的工作全年將耗資1.3億至1.7億美元。
Business Progress:
業務進展：
Considerable progress has been made in assembling the company's full-scale prototype, with an expected completion date in Q2 2024.
Over 90% of suppliers have been selected, featuring the likes of the Korea Aerospace Industries, Aciturri, and Crouzet.
Eve publicly demonstrated Vector, their Urban Air Traffic Management software, in Geneva.
Contracts with 12 different customers for MRO are secured, estimated to bring up to $935 million in revenue over a 5 to 10-year period.
A letter of intent was signed with AirX, adding 50 eVTOLs to their backlog. The total estimated backlog value reached $14.5 billion.
Partnerships have been developed in infrastructure and energy sectors to foster a new ecosystem.
Active work is underway with customers, emphasizing transparency and joint solution development.
The company is exploring varying business scenarios for customers, while prioritizing the readiness of the ecosystem, more than just the price of the vehicle, for their operations.
Eve has outlined prototyping timelines and aims to achieve certification by 2026. The first prototype is expected in Q2 2024, with test flights in the second half of that year. Five additional prototypes will be completed in 2025.
Key challenges include system compatibility with electric power due to battery limitations, achieving stable flight for their eVTOL vehicles, and navigating different flight phases using fly-by-wire flight control systems.
該公司在組裝全尺寸原型方面取得了長足的進展，預計將於2024年第二季度完工。
超過90％的供應商已被選中，其中包括韓國航空航天工業公司、Aciturri和Crouzet等公司。
夏娃在日內瓦公開展示了他們的城市空中交通管理軟件Vector。
與12個不同的客戶簽訂了MRO合同，估計將在5至10年內帶來高達9.35億美元的收入。
與AirX簽署了一份意向書，在他們的待辦事項中增加了50輛EVTOL。據估計，積壓的總價值達到145億美元。
在基礎設施和能源領域建立了夥伴關係，以培育新的生態系統。
正在積極與客戶合作，強調透明度和聯合解決方案開發。
該公司正在爲客戶探索不同的業務場景，同時優先考慮生態系統的準備情況，而不僅僅是車輛的價格。
夏娃已經概述了原型設計時間表，目標是到2026年獲得認證。第一架原型機預計在2024年第二季度上市，並於當年下半年進行試飛。另外五個原型車將在2025年完成。
關鍵挑戰包括由於電池限制而導致的系統與電力兼容、實現其 eVTOL 飛行器的穩定飛行以及使用線控飛行控制系統在不同的飛行階段導航。
More details: Eve Holding IR
更多詳情： 夏娃控股投資者關係
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。