)
Business Philosophy26 Mar 2024
John Elkann: Leading Stellantis, Ferrari, and Exor to New Heights
As the Chairman of Stellantis and Ferrari and CEO of Exor, John Elkann is arguably the most influential person in the global automotive sector.
Stellantis (STLAM) investor relations material
Stellantis Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary4 Dec, 2025
North American market trends and product launches
Market share in the U.S. increased from 7% in H1 to 8% in Q3, supported by strong new product launches.
The reintroduction of the Ram HEMI V8 engine saw immediate demand, with 50,000 orders in six weeks and plans to double Q4 deliveries.
Jeep Cherokee relaunch targets the large midsize SUV segment with improved hybrid technology and best-in-class features.
Muscle cars with ICE engines are returning, meeting strong community demand and supporting volume growth.
Execution on product launches has become more rigorous and timely, with several launches delivered as promised.
Strategic shifts and business decisions
Adjusted assumptions on BEV penetration: U.S. expected to remain at 6-7% for several years, Europe below 100% by 2030.
Strategy now emphasizes listening to customer preferences, such as the return of the V8 engine.
Incremental improvement in all KPIs, including profitability, is targeted quarter by quarter.
Focus on cost efficiencies, bill of materials, and reshoring production to mitigate tariff impacts.
Regulatory environment in the U.S. is becoming more market-friendly, supporting ICE mix and volume opportunities.
Regulatory and market outlook
EU regulatory changes are anticipated, with a focus on balancing environmental protection, job preservation, and affordability.
ACEA's proposal includes technological neutrality, small car super credits, and incentives for car parc renewal.
U.S. CAFE standards are expected to remain stable and aligned with market demand through 2031.
How does the hybrid/PHEV focus shift in NA?
How does Leapmotor partnership counter Chinese threat?
How do brand superpowers shape portfolio investment?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Stellantis earnings date
Q4 202520 Feb, 2026
Next Stellantis earnings date
Q4 202520 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Business Philosophy29 Jun 2023
Agnelli Family: Steering the Wheels of Fortune and Influence
The Agnelli family, a prominent Italian dynasty, is renowned for their influential business ventures. From Fiat Chrysler Automobiles to Juventus Football Club and their historic connection with Ferrari, the Agnellis embody wealth and influence in Italy.
)
Visual
earnings real time
Frequently asked questions
One of the World's Largest Auto Manufacturers
Stellantis is a multinational automotive manufacturing corporation that ranks among the world's largest. Born from the merger of Fiat Chrysler Automobiles and Groupe PSA in 2021, Stellantis brings together a collection of iconic automotive brands, including Fiat, Chrysler, Peugeot, Citroën, and Jeep, among others. Operating in over 130 countries, Stellantis's operations span the globe, with a strong presence in Europe, North America, and emerging markets.
A Union of Auto Titans
Stellantis’s lineage carries a rich history and heritage in the automotive industry, thanks to the diverse brands it has inherited from its parent companies. Chrysler’s legacy stretches back to 1925, and Fiat’s even further to 1899. Brands like Peugeot, Maserati, and several others are also included under the broader Stellantis umbrella. These brands have made significant contributions to the automotive industry over the years and continue to be central to the company’s identity, even if they are now part of the larger Stellantis family.
The Global Reach of Stellantis
Stellantis, with its vast array of brands and models, offers a diverse range of vehicles that span from luxury cars and sporty performance models to rugged SUVs and practical family vehicles. With around 400,000 employees, the auto giant operates over 40 manufacturing plants worldwide and maintains a presence in more than 130 countries. Its products and services cater to a diverse customer base, from private individuals to fleet operators, government agencies, and commercial entities. Today, Stellantis stands as one of the world's biggest automakers behind names like Toyota and Volkswagen.
Welcoming the Future of Auto Industry
Stellantis has recognized the industry's shifting landscape and the inevitable electric future. The company is investing in the development and production of electric and hybrid vehicles, in tune with the global shift toward cleaner and more sustainable transportation. The company has outlined plans to transition to electric mobility and aims for a net-zero carbon footprint by 2038, with intermediate targets of reducing CO2 emissions by 50% by 2030 compared to 2010 levels. Furthermore, Stellantis is also exploring advanced driver assistance systems (ADAS) and autonomous driving technologies.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage