Q4 2025 Gogoro Inc Earnings Call Transcript

Feb 12, 2026 / 12:00 PM GMT
Release Date Price: $2.99 (-0.33%)

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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