{"id":"725bbd2e-c2ac-4d2d-9a3f-483c5fbccf6d","name":"Lucid Motors","slug":"lucid-motors","description":"Lucid Motors, American EV manufacturer developing autonomous driving technology.. Focus: US luxury EV manufacturer.. Robot: Lucid Air with DreamDrive ADAS.. HQ: Newark, CA.. Stage: Public company (NASDAQ: LCID)..","status":"public","founded":null,"hq":"Newark, CA","hqLat":37.5296593,"hqLng":-122.0402399,"hqGeocodedAt":"2026-08-05T14:37:39.168Z","hqAddress":null,"hqPrecision":null,"website":"lucidmotors.com","fundingTotal":null,"type":"both","roles":[],"reviewStatus":"reviewed","heatIndex":58,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://lucidmotors.com/","title":"Lucid"},{"url":"https://ir.lucidmotors.com/news-releases/news-release-details/lucid-nuro-and-uber-partner-next-generation-autonomous-robotaxi","title":"Lucid, Nuro, and Uber Partner on Next-Generation Autonomous Robotaxi Program","sourceName":"Lucid IR","publishedAt":"2025-07-17"},{"url":"https://investor.uber.com/news-events/news/press-release-details/2025/Lucid-Nuro-and-Uber-Partner-on-Next-Generation-Autonomous-Robotaxi-Program/default.aspx","title":"Lucid, Nuro, and Uber Partner on Next-Generation Autonomous Robotaxi Program","sourceName":"Uber Investor Relations","publishedAt":"2025-07-17"},{"url":"https://ir.lucidmotors.com/news-releases/news-release-details/lucid-receive-new-investments-pif-and-uber-uber-and-lucid-expand","title":"Lucid to Receive New Investments from the PIF and Uber; Uber and Lucid Expand Robotaxi Partnership to at least 35,000 Vehicles","sourceName":"Lucid IR","publishedAt":"2026-04-14"},{"url":"https://investor.uber.com/news-events/news/press-release-details/2026/Uber-Nuro-and-Lucid-to-Bring-Robotaxi-Service-to-Houston-in-2027/default.aspx","title":"Uber, Nuro, and Lucid to Bring Robotaxi Service to Houston in 2027","sourceName":"Uber Investor Relations","publishedAt":"2026-06-17"},{"url":"https://ir.lucidmotors.com/news-releases/news-release-details/lucid-announces-operational-reset-and-second-quarter-2026","title":"Lucid Announces Operational Reset and Second Quarter 2026 Results","sourceName":"Lucid IR","publishedAt":"2026-08-04"},{"url":"https://www.sec.gov/Archives/edgar/data/1811210/000162828026052548/q2fy26ex991earnings.htm","title":"Lucid Q2 FY2026 earnings release (Exhibit 99.1)","sourceName":"SEC EDGAR","publishedAt":"2026-08-04"},{"url":"https://www.sec.gov/Archives/edgar/data/1811210/000162828026052606/lcid-20260630.htm","title":"Lucid Group Form 10-Q for quarter ended June 30, 2026","sourceName":"SEC EDGAR","publishedAt":"2026-08-05"},{"url":"https://www.sec.gov/Archives/edgar/data/1811210/000162828026017231/ex992investordaypresenta.htm","title":"Lucid Investor Day presentation Exhibit 99.2 (March 12, 2026)","sourceName":"SEC EDGAR","publishedAt":"2026-03-12"},{"url":"https://www.sec.gov/Archives/edgar/data/1811210/000110465926042847/tm2611666d1_sc13g.htm","title":"Uber / SMB Holding Schedule 13G (Lucid Class A)","sourceName":"SEC EDGAR","publishedAt":"2026-04-20"},{"url":"https://eletric-vehicles.com/lucid/lucid-cfo-says-uber-nuro-robotaxi-is-unlike-anything-else-on-the-road/","title":"Lucid CFO Says Uber-Nuro Robotaxi Is 'Unlike Anything Else on the Road'","sourceName":"Electric Vehicles / Carba (secondary)","publishedAt":"2026-09-24"},{"url":"https://www.prnewswire.com/news-releases/lucid-announces-q3-production-and-deliveries-sets-date-for-third-quarter-2026-earnings-302898808.html","title":"Lucid Announces Q3 Production and Deliveries, Sets Date for Third Quarter 2026 Earnings","sourceName":"Lucid Group (PR Newswire)","publishedAt":"2026-10-05"},{"url":"https://ir.lucidmotors.com/news-releases/news-release-details/lucid-announces-q3-production-and-deliveries-sets-date-third","title":"Lucid Announces Q3 Production and Deliveries, Sets Date for Third Quarter 2026 Earnings","sourceName":"Lucid Investor Relations","publishedAt":"2026-10-05"},{"url":"https://electrek.co/2026/10/05/lucid-lcid-q3-2026-deliveries-production/","title":"Lucid (LCID) Q3 deliveries drop 7% as it slashes production by 38%","sourceName":"Electrek","publishedAt":"2026-10-05"},{"url":"https://www.instagram.com/p/DeJxNd3D_OD/","title":"Lucid Q3 2026: 3,806 delivered, 2,954 built (Electrek Instagram)","sourceName":"Instagram (@electrek.co / via Deploy.Report digest)","publishedAt":"2026-10-06"},{"url":"https://news.cision.com/bolt/r/bolt-picks-nvidia-alpamayo-stack-to-drive-its-autonomous-vehicles-across-europe,c4412935","title":"Bolt picks NVIDIA Alpamayo Stack to drive its autonomous vehicles across Europe","sourceName":"Bolt","publishedAt":"2026-10-21"},{"url":"https://nvidianews.nvidia.com/news/european-mobility-leaders-build-safe-vehicles-and-robotaxi-fleets-on-nvidia-hyperion","title":"European Mobility Leaders Build Safe Vehicles and Robotaxi Fleets on NVIDIA Hyperion","sourceName":"NVIDIA Newsroom","publishedAt":"2026-10-21"},{"url":"https://live.euronext.com/en/financial-news/bolt-nvidia-kickstart-driverless-taxi-programme-madrid-during-2027","title":"Bolt, Nvidia to kickstart driverless taxi programme in Madrid during 2027","sourceName":"Euronext (Reuters)","publishedAt":"2026-10-21"},{"url":"https://electrek.co/2026/10/21/lucid-bolt-robotaxi-nvidia-alpamayo-madrid-2027/","title":"Lucid's 25,000 Bolt robotaxis will run on Nvidia's self-driving software","sourceName":"Electrek","publishedAt":"2026-10-21"}],"keyFacts":[{"label":"Focus","value":"US luxury EV manufacturer."},{"label":"Robot","value":"Lucid Air with DreamDrive ADAS."},{"label":"Uber-Nuro robotaxi (company-claimed)","value":"Robotaxi program with Nuro and Uber on the Lucid Gravity and Nuro Driver L4; Uber aimed to deploy 20,000+ Lucid vehicles over six years."},{"label":"Robotaxi expansion (company-claimed)","value":"Apr 2026: Uber raised its commitment to at least 35,000 vehicles (Gravity and Midsize); Bay Area launch targeted for late 2026, Houston in mid-2027."},{"label":"Uber purchase agreements (company-claimed)","value":"Jun 2026 filing: Minimums of 20,000 Gravity Plus (Jul 2025) and 25,000 Midsize Plus over six years from SOP, targeted late 2028; offsets total at least 35,000."},{"label":"Uber equity stake (company-claimed)","value":"Uber has invested $500M ($300M in 2025, $200M in Apr 2026) and owned about 9.6% of Lucid common stock as of Jun 30 2026."},{"label":"Robotaxi testing (company-claimed)","value":"Aug 2026: Nearly 100 vehicles in testing across the Bay Area and Houston; production-validation Gravity vehicles built at Coolidge, Arizona; regular production targeted Q4 2026."},{"label":"Robotaxi revenue target (company-claimed)","value":"Mar 2026: Over $2B late-decade revenue from robotaxi and other B2B partnerships. A projection, not guidance."},{"label":"Q3 2026 output (company-claimed)","value":"Produced 2,954 and delivered 3,806 vehicles as inventory was cut under a reset targeting $1.4B of 2026 cash flow improvements."},{"label":"Q3 2026 trend (company-claimed)","value":"Deliveries fell 4% from Q2 and 7% year over year; production fell 38% from Q2 after a second shift at AMP-1 was cut in June."}],"aliases":[],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":"LCID","stockExchange":"NASDAQ","secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-06-08T04:27:15.563Z","updatedAt":"2026-10-22T17:02:30.846Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/lucid-motors","url":"https://registry.deploy.report/companies/lucid-motors","name":"Lucid Motors","description":"Lucid Motors, American EV manufacturer developing autonomous driving technology.. Focus: US luxury EV manufacturer.. Robot: Lucid Air with DreamDrive ADAS.. HQ: Newark, CA.. Stage: Public company (NASDAQ: LCID)..","identifier":"725bbd2e-c2ac-4d2d-9a3f-483c5fbccf6d","address":"Newark, CA","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":19,"primary_source_types":["primary-company-ir","primary-sec-filing"]}}}