Gogoro Inc (NAS:GGR)

Q4 2025 Gogoro Inc Earnings Call Transcript

Feb 12, 2026 / 12:00 PM GMT

Release Date Price: $2.99 (-0.33%)

Transcript

Key Points

Positve

Gogoro Inc (GGR) achieved a record high full year adjusted EBITDA of $59.9 million, up from $44.7 million in 2024.
Operating cash flow increased more than three times year over year to $31.1 million.
Gross margin improved significantly to 8.3%, up from 2.6% in 2024, with non-IFRS margin reaching 19.5%.
The EZ family of products became the best-selling electric scooter of 2025, surpassing 8,700 units in cumulative sales.
Gogoro Inc (GGR) deepened its presence in the B2B and government fleet segments, with notable adoption by Taiwan's government postal service.

Negative

The Taiwan scooter market faced significant headwinds, declining for a second consecutive year to its lowest level in 10 years.
Despite maintaining leadership in the electric scooter segment, Gogoro Inc (GGR) experienced a 9.4% reduction in full-year revenue from 2024.
Hardware revenue declined by 23.3% due to a substantial drop in vehicle sales and delayed product launches.
The scooter business has not yet delivered the desired results and is absorbing a disproportionate share of group losses.
It will be challenging to replicate the level of OpEx savings achieved in 2025, necessitating further cost-saving measures.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GGR.OQ - Gogoro Inc
Q4 2025 Gogoro Inc Earnings Call
Feb 12, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Gogo Road Inc. 2025 4 quarter and full year earnings call. This conference call is now being recorded and broadcast live over the internet. A webcast replay will be available within an hour after the conference concludes. I would now like to turn the call over to the Goggo team.

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Unidentified_2 [2]
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Welcome to GoGro's 2025 4th quarter and full year earnings conference call, hosted by our CEO Henry Jhangg and CFO Bruce Aitken.

Hopefully by now you have a chance to review our earnings release. If you haven't, it is available on the reinvestor relations

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