Earnings Sentiment

Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.

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Sentiment Distribution

   

Earnings Call Transcript Word Cloud

     

Bullish Statements during Earnings call

Statement
We continue to have constructive discussions to ensure we have strong liquidity as we execute on our key milestones to certification and full commercialization
This value and know-how, together with the approved competency to design aircraft according to the higher safety standards and the progress we have made towards bringing to market a significantly superior product giving Lilium a sound foundation for the future
And we believe this gives us success to some of the best aerospace engineering and manufacturing minds in the eVTOL industry
In our view, this level of interest and inspection is the ultimate testament to the strong progress we are making
So to summarize our commercial success, we're excited about what we've accomplished in the past month in terms of new sales opportunities and the launch of our services business, Lilium POWER-ON
We are proud of what we accomplished in 2023 and the strategic partnerships that we signed both on the operational side with suppliers and with customers for our commercial market entry
We are making good progress towards initial serious production of the battery packs and energy system
We are really delighted because every time I'm going down into our production or test hangers, I'm seeing something different
We have made strong progress in our certification process with design organization approval
And we are in dialogue with existing shareholders and we get an amazing support with our largest and oldest investors here is incredible
So steady premium and high net worth individuals purchases and the shuttle edition growing tremendously in the next few years
So this is the portion I would say with the strongest growth potential
This is the same level of safety used for large commercial aircraft such as the Airbus A320 and to put this level of safety into context, the total A320 family, which is the best-selling large commercial aircraft in the world since its introduction in 1987, has about 310 million flight hours as of September 2023
This is probably a good time to also remind you that unlike most of the eVTOL industry, we are certifying to the highest level of safety in the commercial aerospace industry as per EASA rules
We are a USP and we also have a good trajectory in terms of developing our product further where others will just have limits in terms of range extension that we don't have
Our collaboration with Lufthansa therefore represents an exciting opportunity to bring Lilium Jet flights to Lufthansa group customers
We are therefore well positioned to provide multiple services as part of the Lilium POWER-ON business
We also received our first customer pre-delivery payments for the Lilium Jet ahead of expectations
So that is really of great help for us
We are also very excited about our ongoing discussion with large online customers to provide a cost-effective solution, both for point-to-point connections and first-to-last mile experience
We have met our milestones and achieved the goals we have promised to our investors who have been with us for a long time
So we provide an opportunity for some stability and capacity utilization for diversified high end battery producers
Ladies and gentlemen, Lilium has again taken significant strides towards certification, production, and entry into service of the revolutionary Lilium Jet
Also, on the adoption front, our newly formed Aftermarket Service Business sets us with a safe and reliable network to maintain our accustoms Lilium Jet fleets while being additive to our profit streams in the future
It's for sure all around our very innovative propulsion systems
Secondly, moving on to another proud achievement at the end of last year, we signed an MoU with Lufthansa to collaborate on eVTOL opportunities
Very good
Liliam thus becomes the first company to be qualified to be a full-time certificate holder for aircraft certified under these rules, which represents the highest safety level globally for eVTOL aircraft
As you know, the premium market is a healthy market which will stay steady over the years who will always continue to sell to the premium market and so since we're starting with this and since we will introduce then the shuttle edition which serves six passengers, scheduled operation, you will see the growth and therefore more and more shuttle coming in and the premium staying steady you're looking at your 50 to 100 premium a year, 150 if it continues to grow and have the discussion -- the current discussion going very well
And for sure, as we've said several times in the past, we foresee over the years a lot of improvement coming in with the battery system
       

Bearish Statements during earnings call

Statement
In this industry, we unfortunately have seen what happens when safety is sacrificed for speed to market
Is there any concern that competitors making it to market faster will harm your progress or future profitability? I think the Lilium Jet is a better design, but I wonder if timing and flight heritage will be important
On the other side, when we are going to entry into service in ‘26 and maybe some of our competitors are going to do, I believe there will be such a storm in the market there will be such a demand that it's more a supply-driven market than a demand-driven market
This is known as a 10 to the minus 9 level of safety, which means only one aircraft lost for 1 billion flight hours
And we will be so for quite a while, but it doesn't mean we are satisfied
Securities and Exchange Commission for more information on these risks
So I'm not concerned
   

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