菲斯克汽車 (FSR) 2022 Q3 法說會逐字稿

Hello, and welcome to today's Fisker Inc. Third Quarter 2022 Earnings Call. My name is Elliot, and I'll be coordinating your call today. (Operator Instructions)

您好，歡迎來到今天的 Fisker Inc. 2022 年第三季度財報電話會議。我叫埃利奧特，今天我會協調你的電話。 （操作員說明）

I would now like to hand over to our host today, Frank Boroch, President of Investor Relations and Treasury. The floor is yours. Please go ahead.

我現在想向我們今天的主持人——投資者關係和財政部總裁弗蘭克·博羅赫(Frank Boroch) 發言。地板是你的。請繼續。

Thank you, Elliot. Hello, everyone, and welcome to Fisker's earnings call. As the operator mentioned, my name is Frank Boroch, VP of Investor Relations and Treasury here at Fisker. Joining me on today's call are Henrik Fisker, Chief Executive Officer and Chairman; Dr. Burkhard Huhnke, our Chief Technology Officer; and Dr. Geeta Gupta-Fisker, our Chief Financial Officer and Chief Operating Officer.

謝謝你，艾略特。大家好，歡迎來到 Fisker 的財報電話會議。正如運營商所提到的，我的名字是 Fisker 投資者關係和財務副總裁 Frank Boroch。與我一起參加今天電話會議的還有首席執行官兼董事長 Henrik Fisker；我們的首席技術官 Burkhard Huhnke 博士；以及我們的首席財務官兼首席運營官 Geeta Gupta-Fisker 博士。

Before turning it over to Henrik, be advised we'll be making forward-looking statements within the meaning of the federal securities laws. Forward-looking statements generally relate to future events or future financial or operating performance. Our expectations and beliefs regarding these matters may not materialize. Actual results and financial periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected.

在將其移交給 Henrik 之前，請注意我們將在聯邦證券法的含義內做出前瞻性陳述。前瞻性陳述通常與未來事件或未來財務或經營業績有關。我們對這些事項的期望和信念可能不會實現。實際結果和財務期間受風險和不確定性的影響，可能導致實際結果與預測結果大不相同。

These risks include those set forth in the press release we issued earlier today as well as those more fully described in our filings with the Securities and Exchange Commission. The forward-looking statements in this presentation are based on information available to us as of today. We disclaim any obligation to update any forward-looking statements, except as required by law.

這些風險包括我們今天早些時候發布的新聞稿中所述的風險，以及我們提交給美國證券交易委員會的文件中更全面描述的風險。本演示文稿中的前瞻性陳述基於我們今天可獲得的信息。除法律要求外，我們不承擔更新任何前瞻性陳述的義務。

We'll reference our financial measures that do not conform to generally accepted accounting principles or GAAP during today's call, including non-GAAP operating expenses. This information may be calculated differently than the non-GAAP data presented by other companies. Quantitative reconciliation of our non-GAAP financial information to the directly comparable GAAP financial information appears in today's earnings release.

在今天的電話會議中，我們將參考不符合公認會計原則或 GAAP 的財務措施，包括非 GAAP 運營費用。此信息的計算方式可能與其他公司提供的非公認會計原則數據不同。我們的非 GAAP 財務信息與可直接比較的 GAAP 財務信息的定量核對出現在今天的收益發布中。

With that, I'm happy to turn the call over to Henrik.

有了這個，我很高興將電話轉給 Henrik。

Thank you, Frank, and hello, everyone. We really appreciate you joining this call today. I want to begin by thanking all our teams and stakeholders for the strong support this year and the incredible progress we have made so far in 2022.

謝謝你，弗蘭克，大家好。我們非常感謝您今天加入這個電話會議。首先，我要感謝我們所有的團隊和利益相關者今年的大力支持以及我們在 2022 年迄今取得的令人難以置信的進展。

Despite the ongoing global turbulence, we have successfully navigated a challenging environment, closely collaborating with our partners to protect our start-of-production time line. So 2022 progress continues at a strong pace. The Ocean program is on track for start of production in a couple of weeks, to be exact, November 17. Our reservation have continued to grow. We now have over 62,000 reservations and orders for the Fisker Ocean.

儘管全球局勢持續動盪，我們還是成功度過了充滿挑戰的環境，與我們的合作夥伴密切合作，以保護我們的生產開始時間線。因此，2022 年的進展繼續強勁。海洋計劃有望在幾週後開始生產，確切地說是 11 月 17 日。我們的預訂量繼續增長。我們現在有超過 62,000 份 Fisker Ocean 的預訂和訂單。

Customers are really responding to the Fisker Ocean's class-leading and industry-first features, and we've got quite a few of those and sold out of calendar 2023, the U.S. allocation for Ocean Ultra and Sport trims in response to the IRA. And the balance sheet remains solid at over $800 million in cash and business continues to scale. The Fisker team is now approximately 700 globally, and I expect that we'll probably get close to 800 before the end of this year.

客戶確實對 Fisker Ocean 的一流和行業首創功能做出了回應，我們已經擁有了很多這些功能，並且在 2023 年日曆上售罄，這是美國針對 IRA 對 Ocean Ultra 和 Sport 裝飾的分配。資產負債表保持穩定，現金超過 8 億美元，業務繼續擴大。 Fisker 團隊現在全球約有 700 人，我預計在今年年底之前我們可能會接近 800 人。

We are driven by strong growth in India, which gives us around-the-clock capabilities to design the software and services that will go into our vehicles pre- and post production. The organic marketing efforts continue. We were just at the Paris Motor Show and then followed by the Oslo Motor Show, our Norwegian debut. We also debuted the Ocean in various regions of the U.S., both on the East Coast, New York, Washington, and then in Texas and internationally in Sweden as well. So stay tuned for more public events. We have seen they've been really successful and quite low-cost marketing events.

我們受到印度強勁增長的推動，這使我們能夠全天候設計軟件和服務，這些軟件和服務將用於我們的車輛生產前後。有機營銷工作仍在繼續。我們剛剛參加了巴黎車展，然後是我們在挪威的首次亮相奧斯陸車展。我們還在美國的各個地區推出了 Ocean，包括東海岸、紐約、華盛頓，然後是德克薩斯州和瑞典。所以請繼續關注更多公共活動。我們已經看到他們非常成功並且成本很低的營銷活動。

On the Ocean update, our priority #1 has been to launch a high-quality Fisker Ocean that has class-leading features and class-leading range. Ocean testing and validation has progressed well over the quarter. Burkhard will share some more details, but there's a few that I just want to highlight right away. We finalized a real-world hot climate testing, and that was completed in Death Valley, California, where it was up to 122 degrees and everything performed extremely well.

在 Ocean 更新中，我們的首要任務是推出具有一流功能和一流範圍的高質量 Fisker Ocean。海洋測試和驗證在本季度取得了良好進展。 Burkhard 將分享更多細節，但我只想立即強調一些細節。我們最終完成了真實世界的高溫氣候測試，該測試在加利福尼亞州死亡谷完成，溫度高達 122 度，一切都表現得非常好。

We also improved the maneuverability and overall ride and handling of the vehicle. So the Ocean suspension has been developed for enhanced agility in all conditions. And I've personally driven this vehicle, and it just feels amazing. Same with the braking efficiency, regeneration optimization for maximized energy recovery and a consistent pedal feel. So overall, spent a lot of time driving the vehicle. I think that's one of the very important things for having an excellent vehicle. It's got to be fun to drive. It's got to be safe to drive. It's got to handle well, and I think the Ocean fulfills all that.

我們還改進了車輛的機動性和整體行駛和操控性。因此，Ocean 懸架的開發旨在提高所有條件下的敏捷性。我親自駕駛過這輛車，感覺很棒。與製動效率相同，再生優化可實現最大的能量回收和一致的踏板感覺。所以總的來說，花了很多時間駕駛這輛車。我認為這是擁有一輛優秀車輛的非常重要的事情之一。開車一定很有趣。開車一定要安全。它必須處理得很好，我認為海洋滿足了這一切。

To the manufacturing update, as I noted a moment ago, the Ocean SOP is on November 17. Our start of production signifies high-quality hardware built at Magna, with all the investments we have made and getting to a place where we can increase ramp month by month. We have worked closely with our suppliers through design verification and part validation. Testing and parts have been migrating from prototype to home line tools to serial tools.

對於製造更新，正如我剛才提到的，Ocean SOP 是在 11 月 17 日。我們的生產開始標誌著 Magna 製造的高質量硬件，我們已經進行了所有投資，並達到了可以增加坡道的地方逐月。我們通過設計驗證和零件驗證與供應商密切合作。測試和零件已經從原型遷移到家庭生產線工具再到串行工具。

Getting to high-quality and stable high-volume ramp-up production typically takes about 12 months. We deliberately plan our production ramp to ensure mature supplier parts tooling, mature parts and mature software to provide the highest quality vehicle to our earliest customers. We have developed a detailed 4-stage ramp-up plan to ensure parts suppliers follow our anticipated production ramp volumes.

獲得高質量和穩定的大批量生產通常需要大約 12 個月的時間。我們刻意規劃我們的生產坡道，以確保成熟的供應商零件工具、成熟的零件和成熟的軟件，為我們最早的客戶提供最優質的車輛。我們制定了詳細的 4 階段產能提升計劃，以確保零部件供應商遵循我們預期的產能提升計劃。

Our 2023 quarterly production plan is as follows: Q1 over 300 units; Q2 ramps quickly up to over 8,000 units; and Q3 again ramps even higher to over 15,000 units; and then in Q4, we reach the remainder of 42,400 units. This is the detailed plan that we have created so far. However, of course, if everything goes as planned, which I expect it to do, we would try to see if we can, together with our suppliers, increase the volume in the end of the year. And that obviously is something we will discuss closer towards the mid of next year. Geeta and Burkhard will also discuss these 4 stages in more detail later in the presentation.

我們2023年季度生產計劃如下：Q1超過300台； Q2 迅速增加到 8,000 多個單位；第三季度再次攀升至超過 15,000 個單位；然後在第四季度，我們達到了剩餘的 42,400 個單位。這是我們迄今為止制定的詳細計劃。但是，當然，如果一切按計劃進行，我希望它會這樣做，我們會嘗試看看我們是否可以與我們的供應商一起在年底增加產量。這顯然是我們將在明年年中更接近討論的問題。 Geeta 和 Burkhard 還將在演示文稿的後面更詳細地討論這 4 個階段。

On the Ocean demand, it has been strong as we approach SOP and continue to build awareness through organic marketing efforts. Reservation continued to increase, more than 62,000 reservation and orders for the Fisker Ocean. We are also focused on ramping up suppliers to support increased production numbers, as I mentioned earlier.

在海洋需求方面，隨著我們接近 SOP 並繼續通過有機營銷努力建立意識，它一直很強勁。預訂量持續增加，Fisker Ocean 的預訂量和訂單量超過 62,000 份。正如我之前提到的，我們還專注於增加供應商以支持增加的產量。

Just before the Inflation Reduction Act was signed into law, we acted quickly and enabled Fisker Ocean reservation holders to enter into a binding contract to potentially retain eligibility for the old federal EV tax credit. In less than a week, we sold out our U.S. allotment of Fisker Ocean Sport and Ultra trim levels. We support solutions that provide more choice for consumers and level playing field as we look to grow the EV market in the U.S. and continue to advocate for a meaningful transition period, which drives us to a clean future for all.

就在《降低通脹法案》簽署成為法律之前，我們迅速採取行動，使 Fisker Ocean 預訂持有人能夠簽訂具有約束力的合同，以保留舊的聯邦電動汽車稅收抵免的資格。在不到一周的時間裡，我們售罄了我們在美國分配的 Fisker Ocean Sport 和 Ultra 裝飾級別。我們支持為消費者提供更多選擇和公平競爭環境的解決方案，因為我們希望在美國發展電動汽車市場，並繼續倡導有意義的過渡期，這將推動我們走向所有人的清潔未來。

So what that really means in sort of layman words is that, of course, everyone in the U.S. got told about the Inflation Act in about August this year, and that was going to take effect in January 23. Obviously, nobody can plan for a U.S. manufacturing plant in 4 to 5 months. So we think it's realistic to give a couple of years chance to actually figure out how we get to U.S. manufacturing. And that's really what we are encouraging the U.S. government to think about. And we are seeing there already are discussions between EU and U.S. to maybe loosen some of these rules, which I think will be meaningful.

所以，用通俗的話來說，這真正意味著，當然，美國的每個人都在今年 8 月左右被告知了《通貨膨脹法》，並且該法案將於 1 月 23 日生效。顯然，沒有人可以計劃美國製造廠在 4 到 5 個月內。所以我們認為給幾年的機會來真正弄清楚我們如何進入美國製造業是現實的。這確實是我們鼓勵美國政府考慮的問題。我們看到歐盟和美國之間已經在討論可能放寬其中一些規則，我認為這將是有意義的。

Okay. Last month, we revealed many new features of the Fisker Ocean that are super cool, the user interface. Taco trays, for example, for driver and passenger seat, hidden glove box, rear seat controls, which is really cool for -- if this vehicle is used for ride-hailing, et cetera. And also, we have a digital rearview mirror where you really don't need to care about your rear window if it's clean or not or if you have filled up the trunk, you can always see out through the rear, a super cool feature.

好的。上個月，我們公佈了 Fisker Ocean 的許多超級酷的新功能，即用戶界面。例如，用於駕駛員和乘客座椅的 Taco 托盤、隱藏式手套箱、後排座椅控制裝置，這真的很酷——如果這輛車用於叫車等等。此外，我們有一個數字後視鏡，您真的不需要關心您的後窗是否乾淨或是否已裝滿後備箱，您始終可以從後部看到外面，這是一個超酷的功能。

And there's other features that you will see and discover when we start delivering our vehicles. And as we get closer to SOP and continue to be increasingly transparent with respect to our product, and what customers are getting and for what price, our extensive human-centered design process led us to update our web and mobile experiences. And we will roll out a new Fisker-connected app on November 17 this year with continual updates into the spring.

當我們開始交付車輛時，您還會看到和發現其他功能。隨著我們越來越接近 SOP，並在我們的產品、客戶得到什麼以及價格方面變得越來越透明，我們廣泛的以人為本的設計流程促使我們更新我們的網絡和移動體驗。我們將於今年 11 月 17 日推出新的 Fisker 連接應用程序，並在春季持續更新。

We will also introduce our new 3-D configurator on November 17, redesign navigation, vehicle order and transaction flow as well as the seamless ways for our customers to interact with the vehicles. All of this will be available in multiple languages. We also plan to localize our reservation ordering process in several additional countries in first half of 2023, including large potential markets such as China and India.

我們還將在 11 月 17 日推出新的 3-D 配置器，重新設計導航、車輛訂購和交易流程以及客戶與車輛交互的無縫方式。所有這些都將以多種語言提供。我們還計劃在 2023 年上半年在其他幾個國家/地區本地化我們的預訂訂購流程，包括中國和印度等巨大的潛在市場。

In addition to opening the reservation process to these large global markets, we have started to examine opportunities for local production in India, which I recently visited where we see significant potential for the Fisker PEAR. We are going to -- we are going out in phases, which will help plan our production forecast and aftersales infrastructure build-out.

除了向這些大型全球市場開放預訂流程外，我們還開始研究印度本地生產的機會，我最近訪問了印度，我們看到了 Fisker PEAR 的巨大潛力。我們將——我們將分階段進行，這將有助於規劃我們的生產預測和售後基礎設施建設。

While the PEAR is already planned to be manufactured in the U.S., with Ocean, we are in exploratory discussions about U.S. manufacturing with several parties. This could include licensing our Ocean platform and the sale of emission credits to an OEM partner. In the interim, we continue to advocate, as I've mentioned earlier, for consumers to have more choices and also to see that we can get our manufacturing plan here in the U.S. at the right time.

雖然 PEAR 已經計劃在美國製造，但與 Ocean 合作，我們正在與多方就美國製造進行探索性討論。這可能包括許可我們的 Ocean 平台以及向 OEM 合作夥伴出售排放信用。在此期間，我們繼續倡導，正如我之前提到的，讓消費者有更多的選擇，並看到我們可以在正確的時間在美國獲得我們的製造計劃。

Okay. Let's get to the PEAR update. On target with the cost of this vehicle, signed off concept and phase exterior design fully signed off and interior signed off now into execution, continue to transition engineering and purchasing teams to PEAR. So we are using a lot of internal people now for the PEAR program, which obviously reduces cost as we develop it in-house.

好的。讓我們來看看 PEAR 更新。以這輛車的成本為目標，簽署概念和階段外部設計完全簽署，內部簽署現在進入執行，繼續將工程和採購團隊過渡到 PEAR。所以我們現在為 PEAR 計劃使用了很多內部人員，這顯然降低了我們內部開發它的成本。

We are already engaging suppliers for the PEAR. There's an incredible number of suppliers that are interested in working on the PEAR. PEAR production and sales are expected to start in 2024 and the base version is still expected to be priced under $30,000. And the way we're able to do that is by looking at the PEAR as a mobility device rather than a traditional car, which allows us to prioritize different things in the vehicle and lowering the cost in certain areas of vehicle that wouldn't have been normal if you thought about it as a typical car development process.

我們已經與 PEAR 的供應商合作。對 PEAR 感興趣的供應商數量之多令人難以置信。 PEAR 預計在 2024 年開始生產和銷售，基礎版本的價格仍預計在 30,000 美元以下。我們能夠做到這一點的方法是將 PEAR 視為一種移動設備而不是傳統汽車，這使我們能夠優先考慮車輛中的不同事物並降低車輛某些區域的成本如果您將其視為典型的汽車開發過程，則很正常。

So coming back regarding to the IRA, we have started examining with Foxconn factory investments needed to position PEAR production for IRA compliance over time. Our production partner, Foxconn, started planning for lean production system. Our reduction -- so our reduced product and process complexity will lead to a more profitable vehicle. All core manufacturing processes will be done in-house, stamping, body, paint, GA and PT. The Foxconn factory will have a smart automation, maintenance, digital factory and production facility.

因此，回到 IRA 的問題上，我們已經開始與富士康一起審查工廠投資，以便隨著時間的推移將 PEAR 生產定位為 IRA 合規性。我們的生產合作夥伴富士康開始規劃精益生產系統。我們的減少——因此我們減少的產品和流程複雜性將帶來更有利可圖的車輛。所有核心製造過程都將在內部完成，沖壓、車身、油漆、GA 和 PT。富士康工廠將擁有智能自動化、維護、數字化工廠和生產設施。

The industrialization phase will focus on state-of-the-art equipment and tools, people qualification and launch quality management. Final phase of production readiness will be process control, verification and quality control check. Stamping will be capable for big dimensional and complex parts. The body shop will be flexible, integrated and modular structure. The paint shop will have brand-new ecosystem, which will be the most environmental friendly. General Assembly will have effective and efficient production lines. Current pair reservations currently stand at -- have exceeded just about 5,000 reservations.

工業化階段將側重於最先進的設備和工具、人員資格和發射質量管理。生產準備的最後階段將是過程控制、驗證和質量控制檢查。沖壓將能夠用於大尺寸和復雜的零件。車身車間將採用靈活、集成和模塊化的結構。塗裝店將擁有全新的生態系統，將是最環保的。大會將擁有有效和高效的生產線。目前的配對預訂量僅超過 5,000 份。

Let me talk a little bit about marketing, events and experience centers and partnerships. Due to our strong Ocean demand pipeline and on certain macro environment, our marketing spend has become more targeted and shown increased effectiveness. For example, in the past few months, we have experienced a roughly 10% uplift in premium trim configurations. And that's really due to this targeted marketing, digital marketing that we're doing in-house.

讓我談談營銷、活動和體驗中心以及合作夥伴關係。由於我們強大的海洋需求管道和某些宏觀環境，我們的營銷支出變得更有針對性並顯示出更高的有效性。例如，在過去的幾個月裡，我們的高級內飾配置增加了大約 10%。這真的是由於我們在內部進行的這種有針對性的營銷，數字營銷。

We recently shared that our first launches will open next year, while the construction delays are unfortunate, the later launch opening bolster liquidity, if only Magna could build launches, too. We have been very active with our organic marketing events and more flexible pop-ups to allow our prospective customers to experience the Ocean.

我們最近分享說，我們的首次發射將於明年開放，雖然施工延誤是不幸的，但如果麥格納也能建造發射的話，較晚的發射開放會增加流動性。我們一直非常積極地開展有機營銷活動和更靈活的彈出窗口，讓我們的潛在客戶體驗海洋。

Our current U.S. Ocean road tour connects with customers in multiple cities and states, including several debuted locations. We followed a similar approach in Europe with debuts that I mentioned earlier in Sweden and Norway. In light of our strong reservation and order pipeline and the ongoing global market turmoil, we have moderated our marketing spend to certainly focus on remaining 2003 trim allotments.

我們目前的美國大洋路之旅與多個城市和州的客戶建立聯繫，包括幾個首次亮相的地點。我們在歐洲採用了類似的方法，在瑞典和挪威進行了我之前提到的首次亮相。鑑於我們強大的預訂和訂單渠道以及持續的全球市場動盪，我們已經調整了我們的營銷支出，以確保將重點放在剩餘的 2003 年修剪分配上。

And I know it's exciting to see, of course, a lot of incredible marketing from us, but it really wouldn't make sense to spend millions of dollars in marketing, knowing that we are pretty much sold out for next year. So I would rather spend these millions of dollars on new product and getting them faster to market than early marketing.

當然，我知道很高興看到我們進行了許多令人難以置信的營銷，但在營銷上花費數百萬美元確實沒有意義，因為我們知道明年我們幾乎已經售罄。所以我寧願將這數百萬美元花在新產品上，讓它們更快地進入市場，而不是早期營銷。

In September, we announced a partnership with Wallbox, who will be our global partner for home recharging solutions. We are pleased to provide class-leading competitively-priced chargers for Fisker owners. I think this is really going to be an easy-to-use, class-leading Wallbox charger.

9 月，我們宣布與 Wallbox 建立合作夥伴關係，Wallbox 將成為我們家庭充電解決方案的全球合作夥伴。我們很高興為 Fisker 車主提供同類領先且價格具有競爭力的充電器。我認為這真的會成為一款易於使用、一流的 Wallbox 充電器。

So advanced sustainability. Let's talk a little bit about that because that's one of our brand pillars, and our commitment to sustainability is unwavering. We are proud that the Ocean will be produced in Magna's carbon-neutral plant in Austria and Ocean will contain over 50 kilos of recycled polymers and bio-based materials, more than any other vehicle we know currently on the market.

如此先進的可持續性。讓我們談談這個，因為這是我們的品牌支柱之一，我們對可持續發展的承諾是堅定不移的。我們感到自豪的是，Ocean 將在 Magna 位於奧地利的碳中和工廠生產，Ocean 將包含超過 50 公斤的回收聚合物和生物基材料，比我們目前在市場上所知道的任何其他車輛都多。

In August, we published our Inaugural ESG impact report in advance of the Fisker Ocean November 2022 SOP date, demonstrating our foundational commitment to the environment and social responsibility and transparency. We have seen progress in our ESG ratings, such as the upgrade in the MSCI ESG score from BB to BBB rating. This rating is better than many of the larger OEMs and our competitors.

8 月，我們在 Fisker Ocean 2022 年 11 月 SOP 日期之前發布了首份 ESG 影響報告，展示了我們對環境、社會責任和透明度的基本承諾。我們在 ESG 評級方面取得了進展，例如 MSCI ESG 評分從 BB 提升至 BBB 評級。這一評級優於許多大型 OEM 和我們的競爭對手。

Looking ahead, we are nearing completion of our first draft life cycle assessment of this vehicle. This measures the comp and footprint from upstream sourcing in outbound logistics, manufacturing, the used phase and end of use. So I'm super optimistic about Fisker's future. I'm really excited. I can't wait to go to Magna next week, where we actually have invited journalists and also analysts that would be able to drive our vehicles.

展望未來，我們即將完成對該車輛的第一份生命週期評估草案。這衡量了出境物流、製造、使用階段和使用結束中上游採購的成本和足跡。所以我對菲斯克的未來非常樂觀。我很激動。我迫不及待地想下週去麥格納，我們實際上已經邀請了能夠駕駛我們車輛的記者和分析師。

Very excited to see what the outside world think about our vehicle, our team have done an amazing effort in incredible short time, and I'm looking forward to host journalists and analysts next week at Magna on their test track and of course, get a tour of the plant as well and seeing Oceans being built on the assembly line.

很高興看到外界對我們的車輛的看法，我們的團隊在令人難以置信的短時間內做出了驚人的努力，我期待下週在麥格納的測試賽道上接待記者和分析師，當然，獲得參觀工廠以及在裝配線上看到正在建造的海洋。

So for now, over to Burkhard, our Chief Technology Officer.

所以現在，交給我們的首席技術官 Burkhard。

Yes. Thank you, Henrik. Beginning with Fisker Ocean, final engineering testing and validation has progressed quite well over the last few months. On October 17, we achieved engineering sign-off for production start, effectively transitioning our efforts from engineering the vehicle to manufacturing and ramping production. And as Henrik mentioned, we remain on track to achieve SOP in 2 weeks.

是的。謝謝你，亨里克。從 Fisker Ocean 開始，在過去幾個月中，最終的工程測試和驗證進展順利。 10 月 17 日，我們實現了生產開始的工程設計驗收，有效地將我們的工作從設計車輛轉向製造和量產。正如 Henrik 所說，我們仍有望在 2 週內實現 SOP。

We have finalized 2 major workflows in the automotive software, functional safety and cybersecurity. We have been following the cybersecurity engineering process, a holistic guideline for secure automotive software development, which has been developed by international standard of organization. It covers software security throughout the entire life cycle of our vehicle and is currently being tested on Ocean with penetration and fast testing from independent third parties from component to system to vehicle and backend.

我們已經完成了汽車軟件功能安全和網絡安全的 2 個主要工作流程。我們一直遵循網絡安全工程流程，這是一個安全汽車軟件開發的整體指南，由國際組織標準制定。它涵蓋了我們車輛整個生命週期的軟件安全性，目前正在 Ocean 上進行測試，從組件到系統再到車輛和後端，獨立第三方的滲透和快速測試。

Furthermore, we are complying with the functional safety integrity levels of ISO which have been assessed during Ocean architecture and development phase and have been implemented. It's a risk-based safety standard for all automotive electronic and electrical safety-related systems, where we have all safety measures defined to control random hardware failures or mitigate their effects.

此外，我們遵守 ISO 的功能安全完整性等級，該等級已在 Ocean 架構和開發階段進行評估並已實施。它是所有汽車電子和電氣安全相關係統的基於風險的安全標準，我們定義了所有安全措施來控制隨機硬件故障或減輕其影響。

In the next couple of weeks, we will enable the automation in order to achieve short commissioning times, automate and parallelize poster sequences of the vehicle electronics at various process locations. These include assembly inspection, vehicle-specific configuration software update of control units as well as end-of-line vehicle state to get process optimized for a carefully planned rebound phase in Q1.

在接下來的幾週內，我們將啟用自動化，以縮短調試時間，自動化和並行化不同工藝位置的車輛電子設備的海報序列。其中包括裝配檢查、控制單元的車輛特定配置軟件更新以及生產線末端車輛狀態，以便為第一季度精心策劃的反彈階段優化流程。

From where we sit today, our supply chains continue to recover and position us for a successful SOP. We are collaborating closely with all our partners across the supply chain to ensure their planning cycles include our 2023 ramp-up and beyond. For the past couple of months, I, along with several of the other Fisker technical leaders, have been in Graz, Austria, working directly with Magna's team. It's important to be over at Magna Steyr to remove time zones and be there physically to bring everything together to deliver the product.

從我們今天所處的位置開始，我們的供應鏈將繼續恢復，並使我們為成功的 SOP 做好準備。我們正在與整個供應鏈中的所有合作夥伴密切合作，以確保他們的計劃週期包括我們 2023 年及以後的產能提升。在過去的幾個月裡，我和其他幾位 Fisker 技術負責人一直在奧地利格拉茨與麥格納的團隊直接合作。重要的是要在麥格納斯太爾消除時區並親自到場將所有東西集中在一起以交付產品。

The performance and energy of both Fisker and Magna teams has been phenomenal. There has been a great collaboration and lots of fun and enthusiasm as we work through the home stretch of delivering the product. We've also had the opportunity to give test drives [to] independent third parties on the track at Magna Steyr. The feedback has been great. And they view the Ocean as a very impressive and unique SUV with excellent driving performance and dynamic specs.

Fisker 和 Magna 團隊的表現和精力都非常出色。在我們完成交付產品的最後階段工作時，我們進行了很好的合作，並充滿了樂趣和熱情。我們還有機會在麥格納斯太爾賽道上向獨立第三方提供試駕。反饋非常好。他們認為 Ocean 是一款非常令人印象深刻且獨特的 SUV，具有出色的駕駛性能和動態規格。

Our team has worked hard to prove steering calibration, ride comfort, road noise isolation and powertrain efficiency for more refined driving experience. As I mentioned on the last earnings call, in August, we entered the pre-PTO build phase, which is done on this U.S. manufacturing line and is the final build before serial production. We have been using these PTO builds for final validation and testing of complete vehicle performance, comfort and functions.

我們的團隊努力證明轉向校準、乘坐舒適性、道路噪音隔離和動力總成效率，以獲得更精緻的駕駛體驗。正如我在上次財報電話會議上提到的那樣，在 8 月，我們進入了 PTO 之前的構建階段，這是在這條美國生產線上完成的，是批量生產前的最終構建。我們一直在使用這些 PTO 構建來對整車性能、舒適性和功能進行最終驗證和測試。

Using one of the latest pre-PTO builds, we've revealed a demo version of the UI/UX at the Paris Motor Show a few weeks ago. We also implemented Fisker-Android petition to create independence and make the UI/UX our own. The Ocean's class-leading 17.1-inch rotating screen enhances the user experience and allows the user to enjoy videos, gaming and other rich content. The screen is fully tested and implemented into the vehicle.

使用最新的 PTO 前版本之一，我們在幾週前的巴黎車展上展示了 UI/UX 的演示版本。我們還實施了 Fisker-Android 請願書，以創建獨立性並使 UI/UX 成為我們自己的。 Ocean領先的17.1英寸旋轉屏幕增強了用戶體驗，讓用戶可以享受視頻、遊戲等豐富的內容。該屏幕經過全面測試並已安裝到車輛中。

Similarly, the over-the-air systems has been in place and running in our preproduction vehicles, which we have been using to optimize and improve vehicle performance and reliability characteristics. Fisker is building a cloud-first data production and OTA platform. Fisker OTA platform will be capable of reaching every vehicle and allows for flexible update strategy tailored to each vehicle owner and their preferences in a safe, secure and compliant manner, truly aiming to deliver on the concept of software-defined vehicles.

同樣，無線系統已經到位並在我們的試生產車輛中運行，我們一直在使用它來優化和提高車輛性能和可靠性特性。 Fisker 正在構建一個雲優先的數據生產和 OTA 平台。 Fisker OTA 平台將能夠覆蓋每輛車，並允許以安全、可靠和合規的方式為每個車主及其偏好量身定制靈活的更新策略，真正致力於實現軟件定義車輛的概念。

Fisker data collection machine learning-based analytics are using state-of-the-art open source and managed cloud services to deliver on the promise of predictive maintenance and individualized customer care experience. The Ocean's OTA system will be an efficient way to update our vehicles real time and also provide opportunities for additional post sale revenue by offering certain features to be purchased by customer over the air.

Fisker 數據收集基於機器學習的分析正在使用最先進的開源和託管雲服務來兌現預測性維護和個性化客戶服務體驗的承諾。 Ocean 的 OTA 系統將是一種實時更新我們車輛的有效方式，並通過提供客戶通過空中購買的某些功能來提供額外的售後收入機會。

In addition, Fisker will continue to build on our existing over-the-air updatable platform supported by 5G and WiFi 6, including digital life cycle management, with the highest level of security, always updated with the news in our software and technology improvements with our seamless compute from cloud to edge, the car becomes smarter and even safer its lifetime.

此外，Fisker 將繼續在我們現有的 5G 和 WiFi 6 支持的無線可更新平台上構建，包括數字生命週期管理，具有最高級別的安全性，隨時更新我們軟件和技術改進中的新聞我們從雲端到邊緣的無縫計算，讓汽車變得更智能，甚至更安全。

We are currently in the Ocean's certification process to confirm all safety requirements and we continue to progress through the homologation phase. As an example, last month, we completed the U.S. roof crush test with production body and performed successfully as we had expected. Our safety specialist was even able to walk over to the car and open the door after the roof crush test which shows the incredible safe structure of the Fisker Ocean.

我們目前正在海洋的認證過程中確認所有安全要求，並且我們將繼續通過認證階段。舉個例子，上個月，我們用生產車身完成了美國屋頂壓碎試驗，並如我們預期的那樣成功。我們的安全專家甚至能夠在車頂擠壓測試後走到車前打開車門，這顯示了 Fisker Ocean 令人難以置信的安全結構。

Our team is also running certification tests at IDIADA in Spain. This month, we will conduct the U.S. and European range testing, with range results expected next month. We expect to complete European whole vehicle type approval and U.S. homologation in February. We had originally planned in earlier customer software release only for Europe, but we've decided to skip this software drop to reduce any risk and focus on highest product quality, reliability and software stability at launch. Consequently, we decided to synchronize all final functional safety relevant software releases with the certification process and will update software for all customer cars, which we are producing from now until February.

我們的團隊還在西班牙的 IDIADA 進行認證測試。本月，我們將進行美國和歐洲的範圍測試，預計下個月會有範圍結果。我們預計在 2 月份完成歐洲整車型式認可和美國認證。我們最初計劃在較早的客戶軟件版本中僅針對歐洲發布，但我們決定跳過此軟件下降以降低任何風險，並在發佈時專注於最高的產品質量、可靠性和軟件穩定性。因此，我們決定將所有最終功能安全相關軟件版本與認證過程同步，並將更新我們從現在到 2 月生產的所有客戶汽車的軟件。

Now to touch on PEAR. Specifically, PEAR engineering is continuing to ramp. And as Ocean gets closer to SOP, we are transitioning more and more resources from the Ocean program to the PEAR program. We have finalized the concept and now in the first prototype phase of the EE architecture. The PEAR will have a truly revolutionary electrical architecture with the many ECUs in a traditional vehicle consolidated down to a few central computer units.

現在來談談 PEAR。具體來說，PEAR 工程正在繼續增長。隨著 Ocean 越來越接近 SOP，我們正在將越來越多的資源從 Ocean 計劃轉移到 PEAR 計劃。我們已經完成了這個概念，現在處於 EE 架構的第一個原型階段。 PEAR 將擁有真正革命性的電氣架構，將傳統車輛中的許多 ECU 整合到幾個中央計算機單元。

The consolidation of ECUs and the addition of smart zonal gateway compute adds tremendous capability, but also lowers mass, reduces complexity of the wiring harness and lowest overall bill of material cost. This development of competence and supply chain partnerships, leveraging advanced silicon and software solution is enabling us to execute a fully next-generation electrical architecture for Fisker PEAR.

ECU 的整合和智能區域網關計算的增加增加了巨大的能力，但也降低了質量，降低了線束的複雜性和最低的總體材料成本。這種能力和供應鏈合作夥伴關係的發展，利用先進的芯片和軟件解決方案，使我們能夠為 Fisker PEAR 執行完全下一代的電氣架構。

We have built an amazing team, in-house design and development competence on the entire hardware and software stack both in the U.S. and India, that is focused on meeting our commitments and driving results that support our rapid scaling of our business. Thank you.

我們在美國和印度的整個硬件和軟件堆棧上建立了一支出色的團隊，具有內部設計和開發能力，專注於履行我們的承諾並推動取得成果，以支持我們的業務快速擴展。謝謝你。

I will now turn the call over to Geeta.

我現在將把電話轉給吉塔。

Thank you, Burkhard, and welcome, everyone. In the current volatile market backdrop, we have demonstrated resilience, discipline, ability to manage complexity and find solutions whether it's supplier issues, solving problems or balance sheet management. With just a couple of weeks until SOP, our #1 priority is ensuring our final testing, certification and homologation time lines remain on track.

謝謝你，Burkhard，歡迎大家。在當前動蕩的市場背景下，無論是供應商問題、解決問題還是資產負債表管理，我們都展示了彈性、紀律、管理複雜性和尋找解決方案的能力。距離 SOP 僅幾週時間，我們的第一要務是確保我們的最終測試、認證和認證時間線保持在正軌上。

We expect to have Ocean vehicles on the road by year-end with a small commercial fleet delivery to Magna of 15 vehicles in December. We expect retail customer deliveries following European and U.S. homologation, as Burkhard mentioned, in February 2023, providing us with time to bring all suppliers along for ramp readiness. As Burkhard noted, we have seen further improvements in supply chain, including semiconductors and logistics.

我們預計到年底將有海洋車輛上路，12 月將有 15 輛小型商業車隊交付給麥格納。正如 Burkhard 所說，我們預計零售客戶在 2023 年 2 月獲得歐洲和美國認證後交付，這為我們提供了時間讓所有供應商做好準備。正如 Burkhard 所指出的，我們已經看到供應鏈的進一步改善，包括半導體和物流。

Our program and supply chain task force conducts regular reviews with critical suppliers on-site, off-site to confirm tools, part maturity and ramp readiness, impact on suppliers from energy and inflation crisis or part shortage so we can support suppliers with alternative ideas or pivot to completely different solutions.

我們的計劃和供應鏈工作組在現場和場外與關鍵供應商進行定期審查，以確認工具、零件成熟度和坡道準備情況、能源和通貨膨脹危機或零件短缺對供應商的影響，以便我們可以為供應商提供替代想法或支持轉向完全不同的解決方案。

Staying on the supply chain topic. Commodity pricing aside from lithium has moderated since our last call. For example, steel, which is more important for the Ocean than aluminum is down 60% year-on-year. With respect to battery-specific raw material prices, while lithium carbonate has continued to rise, we don't believe this trend will continue as seen with some other key battery raw materials like nickel and cobalt. These have decreased meaningfully from their early 2022 peaks and are forecasted to continue declining. We're actively working with our battery partner to discuss how we can jointly normalize these prices.

停留在供應鍊主題上。自我們上次電話會議以來，除鋰以外的商品價格已經放緩。例如，對海洋來說比鋁更重要的鋼材同比下降了 60%。在電池特定原材料價格方面，雖然碳酸鋰繼續上漲，但我們認為這種趨勢不會像鎳和鈷等其他一些關鍵電池原材料那樣持續下去。這些已從 2022 年初的峰值顯著下降，預計將繼續下降。我們正在積極與我們的電池合作夥伴合作，討論如何共同使這些價格正常化。

Pricing pressures in China and the lower NAV demand should also help ease some of the battery commodity prices. Energy pricing has also come off the boil. In fact, just last week, natural gas prices dipped below 0 briefly, illustrating the improved supply situation versus a few months ago.

中國的定價壓力和較低的資產淨值需求也應有助於緩解部分電池商品價格。能源定價也已經結束。事實上，就在上週，天然氣價格一度跌至 0 以下，說明供應情況與幾個月前相比有所改善。

In addition, the strong dollar has mitigated inflationary pressures for us all -- for us as well since many of our supplier contracts are euro-denominated. The euro has depreciated versus the U.S. dollar and is currently bouncing around its lowest levels in 20 years since 2002. As a reminder, our contracts factor in commodity prices, inflation, productivity and foreign exchange, some of these critical elements that will be calculated on a quarterly or annual basis as we ramp up production. If forecast for slower economic growth next year come to fruition, we would expect further commodity and supply chain relief. As a result, we will have better visibility of the actual impact to our BOM further in 2023 when we ramp.

此外，強勢美元減輕了我們所有人的通脹壓力——對我們來說也是如此，因為我們的許多供應商合同都是以歐元計價的。歐元兌美元貶值，目前正在自 2002 年以來 20 年來的最低水平附近反彈。提醒一下，我們的合同會考慮商品價格、通貨膨脹、生產力和外匯，其中一些關鍵要素將根據隨著我們提高產量，每季度或每年一次。如果明年經濟增長放緩的預測成為現實，我們預計商品和供應鏈將進一步緩解。因此，到 2023 年，我們將進一步了解對 BOM 的實際影響。

As we've mentioned before, 2023 production will be back-end loaded, reflecting our deliberate early production strategy to ensure we deliver a high-quality vehicle to our customers. When we start production on November 17, we begin with the same high-quality production, we will have at scale but at a much lower volume. Over the next several months, we will work with suppliers to ensure we have the same quality at higher volumes as we will in the initial low phase.

正如我們之前提到的，2023 年的生產將在後端進行，這反映了我們為確保為客戶提供高質量車輛而精心設計的早期生產策略。當我們在 11 月 17 日開始生產時，我們將以同樣的高質量生產開始，我們將大規模生產，但產量要低得多。在接下來的幾個月裡，我們將與供應商合作，以確保我們在更高的產量上擁有與最初低迷階段相同的質量。

Let me elaborate on our 4-stage production ramp-up plan that we have developed from now until the end of 2023. Stage 1 from SOP on November 17, 2022, to March 31, 2023, and as Henrik mentioned, we are targeting over 300 units. All vehicles will have parts of serial tools from supplier home line and each tool will go through multiple quality loops to achieve the desired intent.

讓我詳細說明一下我們從現在到 2023 年底制定的 4 階段生產提升計劃。從 2022 年 11 月 17 日的 SOP 到 2023 年 3 月 31 日的第 1 階段，正如 Henrik 所說，我們的目標是300個單位。所有車輛都將擁有來自供應商主線的系列工具的一部分，每個工具都將經過多個質量循環以實現預期的意圖。

The parts from these tools have to meet the dimensional fit finish and appearance standards. Parts' dimensions and appearance are checked and confirmed within the plant and the cubing event where cubing is an aluminum body mass with 0 tolerance. There's process validation at all supplier sites. Number two, complete vehicle testing will be finished during this stage. Product audits will focus on 2,500-plus statistic checkpoints and the vehicle intensive test will focus on validation of vehicle functions with 1,600-plus function checks, including driving dynamics, acoustics, infotainment and other features.

這些工具的零件必須滿足尺寸配合光潔度和外觀標準。零件的尺寸和外觀在工廠和立方事件中進行檢查和確認，其中立方是具有 0 公差的鋁體質量。在所有供應商站點都有過程驗證。第二，整車測試將在此階段完成。產品審核將側重於 2,500 多個統計檢查點，車輛密集測試將側重於通過 1,600 多個功能檢查驗證車輛功能，包括駕駛動態、聲學、信息娛樂和其他功能。

Supplier readiness is integral to hitting our next stage of ramp in Q2, and we have assembled a great team of specialists from [SQN] material planning to manage suppliers. This team is responsible for supplier readiness, supplier production tool delivery to home line, manufacturing equipment and process implementation, including debug and end-of-line measurement and testing plan for achieving the required quality and part production rate to meet our volume ramp.

供應商準備就緒對於我們在第二季度實現下一階段的爬坡至關重要，我們已經組建了一支來自 [SQN] 材料規劃的優秀專家團隊來管理供應商。該團隊負責供應商準備、供應商生產工具交付到生產線、製造設備和流程實施，包括調試和生產線末端測量和測試計劃，以實現所需的質量和零件生產率，以滿足我們的產量增長。

To mention a few deliverables, end-of-line check, part quality loops and complete car quality will be completed and confirmed. The manufacturing output or jobs per hour will be run in full automation. And then finally, during this first stage, we will establish successful completion of process verification in the plant where plant production readiness will be confirmed and proven. Over-the-air update testing will be finished at this stage to activate features to upgrade software and for automated commissioning.

僅提及一些可交付成果，將完成並確認下線檢查、零件質量循環和整車質量。每小時的製造產量或工作量將完全自動化。最後，在第一階段，我們將在工廠中成功完成工藝驗證，工廠生產準備情況將得到確認和證明。無線更新測試將在此階段完成，以激活升級軟件和自動調試的功能。

Stage 2 is in Q2 2023, and targeting an assembly of 200 to 700 vehicles a week, and as Henrik mentioned, targeting over 8,000 units during the quarter. At this phase, all parts will be of serial tools with no deviations. They will be capable of meeting production volumes at the required rate per week. Entire manufacturing process equipment and facility will be running under series condition.

第二階段是在 2023 年第二季度，目標是每週組裝 200 到 700 輛汽車，正如 Henrik 所說，該季度的目標是超過 8,000 輛。在這個階段，所有部件都將是沒有偏差的串行工具。他們將能夠以每週所需的速度滿足生產量。整個製造過程設備和設施將在系列條件下運行。

OTA will be fully automated and integrated within the manufacturing process. 100% quality check like water test, dynamic driving, vehicle inspection will be done on all vehicles. The suppliers will also be required to perform a run agreed to meet production volumes. This process will assist in verifying that production volumes can be met without any deviations and also identify any bottlenecks that have to be addressed.

OTA 將完全自動化並集成到製造過程中。對所有車輛進行100%的質量檢查，如水測試、動態駕駛、車輛檢查。供應商還將被要求執行同意的運行以滿足產量。此過程將有助於驗證是否可以在沒有任何偏差的情況下滿足生產量，並確定必須解決的任何瓶頸。

Stress test for manufacturing, supply chain and suppliers will be performed. High-volume vehicle quality release process will be used after checks, validation and confirmation is achieved. Introduction of new variants, the Sport, Ultra and right-hand drive will be integrated into supplier production sites and verification process will start for this new content. Also manufacturing, integration, validation and confirmation will start for these new variants. Quality assurance and loops will continue with the known processes and parts.

將對製造、供應鍊和供應商進行壓力測試。大批量的車輛質量發布流程將在檢查、驗證和確認完成後使用。引入新的變體、Sport、Ultra 和右手駕駛將被集成到供應商的生產站點中，並且將針對這些新內容開始驗證過程。這些新變體的製造、集成、驗證和確認也將開始。質量保證和循環將繼續使用已知的過程和部件。

Stage 3. In Q3, we will start a steady state of ramp to achieve our annual 42,400 units of production next year for our 2-wheel, 4-wheel, all the trims, right-hand drive and left-hand drive with launch in all our launch markets. All tools will be serial and high volume with all features launched and automated systems. Manufacturing for high volumes will focus to streamline the production processes with efficient and effective process improvements. Fully integrated state-of-the-art lean production system will be established by this stage.

第 3 階段。在第三季度，我們將開始穩定的爬坡狀態，以實現我們明年 42,400 輛的 2 輪、4 輪、所有裝飾件、右側驅動器和左側驅動器的年產量，並於我們所有的發射市場。所有工具都將是串行和大批量的，所有功能都已啟動和自動化系統。大批量製造將專注於通過高效和有效的流程改進來簡化生產流程。到此階段，將建立完全集成的先進精益生產體系。

Stage 4, a ramp above 50,000 annual units to meet higher demand in both Europe and potentially U.S. until a U.S. production solution is established, as Henrik talked about, developing new features with OTA launches, further manufacturing efficiency activities to improve output and quality.

第 4 階段，年產量超過 50,000 台，以滿足歐洲和可能在美國的更高需求，直到建立美國的生產解決方案，正如 Henrik 所說，通過 OTA 發布開發新功能，進一步提高生產效率活動以提高產量和質量。

Again, to recap what we mentioned in today's press release. By quarter, we plan to produce over 300 units in Q1 2023, over 8,000 units in Q2 2023, over 15,000 units in Q3 2023 and Q4, the remainder, to achieve the total plan of 42,400 units. To ensure successful SOP of Fisker Ocean on November 17 and support production ramp up thereafter, our Fisker IT team implemented several integrated digital platforms and solutions, including product data management system to seamlessly integrate real-time manufacturing needs with vehicle production, intelligent solutions to forecast demand and manage supply chain procurement for over 160 suppliers and 2,000 parts globally, solutions to accurately streamline customer orders to manufacturing orders, solutions to track vehicle manufacturing and delivery progress and provide real-time updates to customers.

再次回顧一下我們在今天的新聞稿中提到的內容。按季度，我們計劃在 2023 年第一季度生產超過 300 台，在 2023 年第二季度生產超過 8,000 台，在 2023 年第三季度和第四季度生產超過 15,000 台，其餘部分實現 42,400 台的總計劃。為確保 11 月 17 日 Fisker Ocean 順利完成 SOP 並支持之後的產量提升，我們的 Fisker IT 團隊實施了多個集成數字平台和解決方案，包括產品數據管理系統，將實時製造需求與車輛生產無縫集成，智能解決方案預測為全球 160 多家供應商和 2,000 個零部件提供需求和管理供應鏈採購，解決方案可準確地將客戶訂單簡化為製造訂單，解決方案可跟踪車輛製造和交付進度，並為客戶提供實時更新。

As part of our digital ecosystem to provide seamless and best-in-class sales and service experience to our customers, we are developing a scalable global digital retail storefront platform for all our customers. This platform supports multilingual, multicurrency and localization need and is integrated with our Fisker app, in-car HMI, our website and our partner EcoSys systems to enable end-to-end services to our customers.

作為我們數字生態系統的一部分，為我們的客戶提供無縫和一流的銷售和服務體驗，我們正在為所有客戶開發一個可擴展的全球數字零售店面平台。該平台支持多語言、多幣種和本地化需求，並與我們的 Fisker 應用程序、車載 HMI、我們的網站和我們的合作夥伴 EcoSys 系統集成，為我們的客戶提供端到端服務。

This platform will be enabled in phases beginning December 2022, and it'll continue to evolve, adapt and advance as our customers provide feedback on their preferences. Some of the services that are availed by the platform to the customer in access via Fisker app are as follows: scheduled test drive; vehicle delivery, pickup and service appointments at preselected Fisker sales or service center or at a requested location, including your home; real-time interaction via Fisker app with our sales and service advisers and technicians for follow-ups; approved recommended repairs, sign and pay invoices; accessing our partner services for roadside assistance, collision repairs.

該平台將從 2022 年 12 月開始分階段啟用，隨著我們的客戶提供有關其偏好的反饋，它將繼續發展、適應和進步。該平台通過 Fisker 應用程序為客戶提供的一些服務如下： 預定試駕；在預選的 Fisker 銷售或服務中心或要求的地點（包括您的家）進行車輛交付、取貨和服務預約；通過 Fisker 應用程序與我們的銷售和服務顧問以及技術人員進行實時互動以進行跟進；批准推薦的維修，簽署並支付發票；訪問我們的合作夥伴服務以獲取路邊援助、碰撞維修。

The digital retail platform is also the platform for our retail service advisers and technicians to manage all operations at our retail outlets. Some of them are as follows: predelivery inspections of vehicles sold or service for our customers; manage all sales and service work orders; coordinate triage of service issues among engineers and service technicians to find solutions; tracking service provided by our partners for roadside, collision and providing frequent updates and seamless experience to our customers.

數字零售平台也是我們的零售服務顧問和技術人員管理我們零售店所有運營的平台。其中一些如下： 為我們的客戶銷售或服務的車輛的交付前檢查；管理所有銷售和服務工作單；協調工程師和服務技術人員之間的服務問題分類，以找到解決方案；我們的合作夥伴提供的路邊、碰撞跟踪服務，並為我們的客戶提供頻繁的更新和無縫體驗。

We have developed a detailed end-to-end plan that positions us for a successful high-volume ramp in our first year of production. We're excited with the Ocean program progress to date, and we look forward to sharing our progress each quarter against a comprehensive road map I just outlined.

我們制定了詳細的端到端計劃，使我們能夠在生產的第一年成功實現大批量生產。迄今為止，我們對海洋計劃的進展感到興奮，我們期待根據我剛剛概述的綜合路線圖，在每個季度分享我們的進展。

Now turning to our Q3 results, balance sheet and 2022 outlook. Our Q3 operating expenses of $140 million or $128.8 million ex stock compensation expense was consistent with our internal expectations and full year spending guidance. Capital expenditures of $57.3 million increased slightly from Q2 levels due primarily to the timing of CapEx billing. Operationally, R&D increased in Q3 versus Q2, primarily due to lumpier milestone timing in Q3.

現在轉向我們的第三季度業績、資產負債表和 2022 年展望。我們的第三季度運營費用為 1.4 億美元或 1.288 億美元（不含股票補償費用），與我們的內部預期和全年支出指導一致。資本支出 5730 萬美元比第二季度略有增加，主要是由於資本支出計費的時間安排。在運營方面，第三季度的研發比第二季度有所增加，這主要是由於第三季度的里程碑時間更長。

Increase in SG&A expense quarter-over-quarter was due to employee growth and recognizing SOP milestone-based restricted stock awards from an accounting standpoint, which is noncash. Unfavorable ForEx losses in Q3 as we had purchased certain euros earlier this year to take advantage of a weakening euro combined with accruing for a portion of the SOP restricted stock awards increased our Q3 net loss by $16.8 million.

SG&A 費用的環比增長是由於員工的增長和從會計的角度確認基於 SOP 里程碑的限制性股票獎勵，這是非現金的。第三季度不利的外匯虧損，因為我們今年早些時候購買了某些歐元以利用疲軟的歐元，加上應計部分 SOP 限制性股票獎勵，使我們的第三季度淨虧損增加了 1680 萬美元。

Our balance sheet remains solid. We finished Q3 with over $824 million in cash, better than we had expected due to a weak euro, disciplined spending and opportunistic ATM usage. During the quarter, we brought in approximately $116 million from our $350 million at the market equity program, which is part of our $2 billion shelf that we filed with SEC. As demonstrated in our prudent year-to-date cost management, we remain focused on executing against our plan while preserving adequate liquidity.

我們的資產負債表保持穩健。我們在第三季度結束時擁有超過 8.24 億美元的現金，比我們預期的要好，原因是歐元疲軟、有紀律的支出和機會主義的 ATM 使用。在本季度，我們從 3.5 億美元的市場股權計劃中獲得了大約 1.16 億美元，這是我們向 SEC 提交的 20 億美元貨架的一部分。正如我們審慎的年初至今成本管理所表明的那樣，我們仍然專注於執行我們的計劃，同時保持足夠的流動性。

Turning to our outlook. As noted in the press release, we expect to be at the lower end of the 2022 overall non-GAAP OpEx plus CapEx guidance of $715 million to $790 million, driven by disciplined cost management, leveraging our India software and engineering center, lower PEAR spend, as Henrik mentioned, as we brought in-house a lot of the development work and a favorable FX.

轉向我們的前景。如新聞稿中所述，我們預計將處於 2022 年整體非公認會計準則運營支出加上資本支出指導的 7.15 億美元至 7.9 億美元的低端，這得益於嚴格的成本管理、利用我們的印度軟件和工程中心、降低 PEAR 支出，正如 Henrik 提到的，因為我們在內部帶來了很多開發工作和良好的 FX。

As a reminder, bulk of this year's spend is launching the Ocean plus costs of running the business along with minor PEAR R&D expenses. I'm proud of the entire Fisker team for all the accomplishments year-to-date and the unwavering focus on launching an amazing on-time vehicle, which will come to fruition in just 2 weeks. We continue to show agility and resilience and adjust whenever we need to stay on track.

提醒一下，今年的大部分支出是啟動 Ocean 加上運營業務的成本以及少量的 PEAR 研發費用。我為整個 Fisker 團隊今年迄今為止所取得的所有成就以及堅定不移地專注於推出一款令人驚嘆的準時車輛而感到自豪，該車輛將在短短 2 週內取得成果。我們將繼續表現出敏捷性和彈性，並在需要保持正軌時進行調整。

Next week, very excited to welcome journalists and analysts to see and drive the Fisker Ocean and also experience our production line at Magna Steyr's plant in Austria.

下週，我們非常高興地歡迎記者和分析師參觀和駕駛 Fisker Ocean，並在麥格納斯太爾位於奧地利的工廠體驗我們的生產線。

We're now happy to take your questions.

我們現在很高興回答您的問題。

(Operator Instructions) Our first question comes from Jeff Osborne from Cowen & Co.

（操作員說明）我們的第一個問題來自 Cowen & Co. 的 Jeff Osborne。

Where that you mentioned would be rolled out through February. Can you just elaborate on what needs to happen between now and then to update? That would be helpful. And then the follow-up question I had was just on how would the mechanics of a potential license and credit sale agreement for the Ocean in the U.S. work?

您提到的將在 2 月份推出。您能否詳細說明從現在到更新之間需要發生的事情？那會很有幫助。然後我的後續問題是關於美國海洋的潛在許可和信用銷售協議的機制將如何運作？

Jeff, can you repeat the first part of the question, it cut out over here.

傑夫，你能重複一下問題的第一部分嗎，這裡刪掉了。

Yes, no problem. I was asking on -- for Burkhard, who alluded to get homologation that there were some software updates between now and February that needed to be done. And so, I wanted to better appreciate what specifically the software attributes were for to get that homologation that we should be watching for.

是沒有問題。我在詢問 - 對於 Burkhard，他暗示要獲得認證，從現在到 2 月之間需要完成一些軟件更新。因此，我想更好地了解軟件屬性的具體用途，以獲得我們應該關注的認證。

And then the second part of the question was just on -- I think there was reference to potentially licensing the Ocean for a U.S. manufacturing facility, which I'd assume would be CapEx favorable to you, but I just wanted to understand how the mechanics of something like that would work.

然後問題的第二部分剛剛開始——我認為有提到可能為美國製造設施許可 Ocean，我認為這對你來說是資本支出，但我只是想了解機制如何類似的東西會起作用。

Yes, I'd take the first part about the software update in February. We are running currently through the certification process, which is the homologation process for Europe and U.S., and we are waiting for the official certificate. And when we get that, we will synchronize software updates with this certificate. It's just an update of the latest software versions, which we will synchronize with this certificate.

是的，我會在 2 月份討論關於軟件更新的第一部分。我們目前正在通過認證過程，這是歐洲和美國的認證過程，我們正在等待官方證書。當我們得到它時，我們將使用此證書同步軟件更新。這只是最新軟件版本的更新，我們將與此證書同步。

For the second part...

對於第二部分...

Is that ADAS? Or body control? Or what type of software is it?

那是ADAS嗎？還是身體控制？或者它是什麼類型的軟件？

No, it's mainly a functional safety-relevant software, which has to be certified. It's potentially brake systems, for instance, this has to run through specific reviews and certification process.

不，它主要是一個功能安全相關的軟件，必須經過認證。例如，它可能是製動系統，這必須通過特定的審查和認證過程。

The second part of the question regarding Ocean licensing platform and manufacturing. So we have been already in detailed discussions with a couple of groups, big OEMs, international carmakers about licensing our platform and jointly producing this platform in the U.S.

關於海洋許可平台和製造的問題的第二部分。因此，我們已經與幾個團體、大型原始設備製造商、國際汽車製造商就我們的平台授權以及在美國聯合生產這個平台進行了詳細討論。

One version would be of the other OEM that they obviously would design their own top hat, et cetera, on it. And then it would be our version of the Ocean. And yes, of course, that would be favorable to us because there would already be an existing plant. And obviously, we have great value in the Ocean IP that would offset some of these investments that we would normally have to do.

一個版本是另一個 OEM 的版本，他們顯然會在上面設計自己的大禮帽等。然後它將是我們的海洋版本。是的，當然，這對我們有利，因為已經有一個現有的工廠。顯然，我們在 Ocean IP 中具有很大的價值，可以抵消我們通常必須做的一些投資。

Secondly, we have -- we have looked at licensing the Ocean platform just separately without necessarily tying into manufacturing. And we are also talking to large OEMs about the sales of emission credits. So that's something that's ongoing as well. And then finally, we are looking at a strategic partner as well for the PEAR program to kind of introduce the PEAR in some unique markets that we haven't announced yet. So a lot of stuff's going on, but it's -- I think some of these discussions and negotiations might have been a sort of a little bit of a reaction to the inflation reduction act where probably a few companies feel they need to get quicker to the table with an EV made in America.

其次，我們已經 - 我們已經考慮單獨許可 Ocean 平台，而不必與製造掛鉤。我們還在與大型原始設備製造商討論排放信用額的銷售。所以這也是正在進行的事情。最後，我們正在為 PEAR 計劃尋找戰略合作夥伴，以便在我們尚未宣布的一些獨特市場中引入 PEAR。所以很多事情都在發生，但它是——我認為這些討論和談判中的一些可能是對降低通脹法案的一種反應，可能有一些公司認為他們需要更快地應對表與美國製造的 EV。

And as everybody knows, if you start development of a car from a clean sheet of paper, especially if you're a traditional OEM with your own processes, that normally takes you 4 years. Of course, if we license the Ocean platform, we could probably get that vehicle to market in 22 months or less for a much lower price. So I think there is some interest there we have seen, and it's something we definitely would like to be opportunistic about.

眾所周知，如果您從一張白紙開始開發汽車，特別是如果您是擁有自己流程的傳統 OEM，通常需要 4 年時間。當然，如果我們獲得 Ocean 平台的許可，我們可能會在 22 個月或更短的時間內以更低的價格將該車輛推向市場。所以我認為我們已經看到了一些興趣，這是我們肯定希望投機取巧的事情。

And I think there are some good progress. And I'm very confident that we will have U.S. manufacturing because, of course, as you know, also, our manufacturing partner, Magna have also talked about potentially setting something up in the U.S. So I think we have enough different options that we can choose between over the next couple of months to make sure that we get Ocean manufactured in the U.S.

我認為有一些好的進展。而且我非常有信心我們將擁有美國製造，因為當然，正如你所知，我們的製造合作夥伴麥格納也談到了可能在美國建立一些東西。所以我認為我們有足夠的不同選擇，我們可以在接下來的幾個月中做出選擇，以確保我們在美國製造 Ocean。

Our next question comes from Joe Spak from RBC Capital Markets.

我們的下一個問題來自加拿大皇家銀行資本市場的 Joe Spak。

And team, thanks for the detail on the production plans. I -- and the cadence of that. I was curious, though, how we should think about delivery times, especially from Austria to the U.S. and presumably most of that's on the West Coast. Is it 2, 3 weeks or -- because obviously, there's going to be a lag between what's produced and Graz and when the vehicle's delivered and recognized.

和團隊，感謝有關生產計劃的詳細信息。我——以及它的節奏。不過，我很好奇我們應該如何考慮交貨時間，尤其是從奧地利到美國的交貨時間，而且大概大部分都在西海岸。是 2 週、3 週還是 - 因為顯然，在生產的產品和 Graz 之間以及車輛交付和認可的時間之間會有一個滯後。

So it takes about 4 weeks. It could be 4 to 5 weeks to get vehicles from Europe into the U.S. And I think that the advantage we have right now is we can obviously start shipping cars and then they can be flashed once they're over here. So we won't see that initial lag. But once you're in production, there is that lag. And obviously, the advances in Europe, if we would have had to ship them the other ways that we are shipping from Graz straight into all the European countries with being able to deliver the next day or a few days later, so it's a give and take there. Geeta, do you have something to add?

所以大約需要4週時間。將汽車從歐洲運到美國可能需要 4 到 5 週。我認為我們現在的優勢是我們顯然可以開始運輸汽車，然後一旦它們到達這裡就可以閃現。所以我們不會看到最初的滯後。但是一旦你投入生產，就會有這種滯後。顯然，歐洲的進步，如果我們不得不以其他方式運送它們，我們從格拉茨直接運送到所有歐洲國家，並且能夠在第二天或幾天后交付，所以這是一個給予和帶到那裡。吉塔，你有什麼要補充的嗎？

I just want to add that we are looking at 4 ports here in the U.S., both in the East Coast and the West Coast, and that will maximize our capability to make use of logistics, both East Coast and West Coast. Some ports are faster to process. And of course, we're thinking exactly what you're thinking when you realize or recognize those vehicles.

我只想補充一點，我們正在研究美國的 4 個港口，包括東海岸和西海岸，這將最大限度地發揮我們利用東海岸和西海岸物流的能力。某些端口的處理速度更快。當然，當您意識到或認出這些車輛時，我們正在考慮您的想法。

So an ideal scenario will be that early in the quarter, the production will be routed for North America, and the later quarter will clearly recognize in Europe. So we are working those fine logistics out and the aim would be that as we progress the ramp during the year, we also get to increase our efficiency between production and deliveries.

因此，一個理想的情況是，在本季度初，生產將被路由到北美，而後一季度將在歐洲明確識別。因此，我們正在努力解決這些優良的物流問題，其目標是隨著我們在這一年中逐步推進，我們還可以提高生產和交付之間的效率。

Okay. But then I guess, just -- and I know it's sort of just timing, but the 300 units produced in the first quarter and you're talking about retail deliveries in February, I mean, those are going to have to be European deliveries, right? Like, it's going to be -- it'll still be a bit before they come to the States?

好的。但是我想，只是 - 我知道這只是時間問題，但第一季度生產的 300 台，你說的是 2 月份的零售交付，我的意思是，那些必須是歐洲交付，正確的？就像，這將是 - 在他們來到美國之前還需要一點時間？

No, because we can ship -- so we are producing vehicles starting 17th of November this year. And as soon as we have produced vehicles, we can ship them over to the U.S. and they can be here for mid-February, and we can just flash the vehicles. Now we will still produce a majority of these vehicles in late in Q1. So a majority of the vehicles will be -- in that Q1 will be, as Geeta just mentioned, delivered in Europe because towards end of each quarter, we will prefer to deliver vehicles in Europe.

不，因為我們可以發貨——所以我們從今年 11 月 17 日開始生產車輛。一旦我們生產出車輛，我們就可以將它們運送到美國，它們可以在 2 月中旬到達美國，我們可以對車輛進行閃光。現在，我們仍將在第一季度末生產這些車輛中的大部分。因此，正如 Geeta 剛剛提到的那樣，大部分車輛將在第一季度在歐洲交付，因為在每個季度末，我們更願意在歐洲交付車輛。

Okay. And then just going back to Henrik, some of your comments on U.S. manufacturing plan. Obviously, the game changed a little bit with the IRA Act. Like, you said, it sounds like you're evaluating some stuff in the near term, some which might have some quicker options. But then as you mentioned, like, a new facility would take a couple of years, but it did sound -- and correct me if I'm wrong, like that's something you would sort of evaluate and I just want to understand if that's also with a partner or that would be sort of more of a stand-alone type of operation that you'd look to take on here.

好的。然後回到 Henrik，您對美國製造計劃的一些評論。顯然，隨著愛爾蘭共和軍法案，遊戲發生了一些變化。就像你說的，聽起來你正在評估近期的一些東西，其中一些可能有一些更快的選擇。但是就像你提到的那樣，一個新設施需要幾年時間，但它確實聽起來 - 如果我錯了，請糾正我，就像你會評估的那樣，我只是想了解這是否也是與合作夥伴一起進行，或者這更像是一種獨立的操作類型，您希望在這裡進行。

I would say all the options we are looking at now are with partners.

我想說我們現在正在考慮的所有選擇都是與合作夥伴合作的。

(Operator Instructions) We now turn to James Picariello from BNP Paribas.

（操作員說明）我們現在轉向法國巴黎銀行的 James Picariello。

Just of the 42,000 -- 42,400 units, what percentage of those vehicles do you have -- you committed to a binding contract? And I'm sorry if I just missed this, if you had answered it to Joe's question, how should we be thinking about in the second half of next year, the split across Extreme, Ultra and Sport trim levels in terms of that production.

僅在 42,000 輛——42,400 輛中，你有多少比例的車輛——你承諾簽訂有約束力的合同？如果我錯過了這個，我很抱歉，如果你已經回答了喬的問題，明年下半年我們應該如何考慮，在生產方面，極限、超和運動裝飾水平的分裂。

Yes, I can take that question. So we have our launch vehicle, which is the Ocean One and that's a volume of 5,000 units. That's already been signed and committed as we publicly communicated. And then ahead of the IRA, we did take a certain number of binding orders. So we are sold out of our U.S. allocation for Sport and Ultra.

是的，我可以接受這個問題。所以我們有我們的運載火箭，即海洋一號，體積為 5,000 輛。在我們公開交流時，這已經簽署並承諾了。然後在愛爾蘭共和軍之前，我們確實接受了一定數量的具有約束力的命令。因此，我們在美國的 Sport 和 Ultra 配額已售罄。

In the recent few weeks, we've seen an increase in configuration on a configurator for the Extreme, and that is obviously our highest trim level. And what we're anticipating is as we deliver Ocean Ones between Q1 and Q2, we will start to convert, in January, customers who want to take the extreme since we believe that it's a phenomenal value for money.

最近幾週，我們看到 Extreme 配置器的配置有所增加，這顯然是我們最高的裝飾水平。我們所期待的是，當我們在第一季度和第二季度之間交付 Ocean Ones 時，我們將在 1 月份開始轉換那些想要走極端的客戶，因為我們相信它是物超所值的。

We've done a detailed benchmark study on what's out there on offer in both Europe and U.S., and we can't see any other vehicle that actually competes with what we are offering. So we anticipate that we will get a phenomenal number of reservations for the extreme. In addition to that, we also think that this is a community of customers that are not that strongly impacted by rising interest rates, and they are looking for a great product. They are looking for an EV, and we will be able to convert them. So we suspect that we will have a big bias towards Extremes once we are out of the Ocean Ones.

我們已經對歐洲和美國提供的產品進行了詳細的基準研究，我們看不到任何其他車輛可以與我們提供的產品真正競爭。因此，我們預計我們將獲得數量驚人的極端預訂。除此之外，我們還認為這是一個不受利率上升影響很大的客戶社區，他們正在尋找一款出色的產品。他們正在尋找電動汽車，我們將能夠轉換它們。所以我們懷疑，一旦我們離開 Ocean Ones，我們就會對 Extremes 有很大的偏見。

Got it. That's very helpful. Can you just quantify as that was going to be my follow-up. What actually is the U.S. allotment for the Sport and Ultra trims for next year? Is there, like…

知道了。這很有幫助。你能不能量化一下，因為那將是我的後續行動。明年美國對 Sport 和 Ultra 內飾的分配實際上是多少？有沒有，比如……

We haven't disclosed that yet at this point in time. Obviously, as we open up the configurator in Q4 and we start taking up Extreme orders, I think you'll get more color on that probably in the earning calls, and we'll disclose that quarter on quarter on quarter as we convert customers.

我們目前還沒有披露這一點。顯然，隨著我們在第四季度開放配置器並開始接受 Extreme 訂單，我認為您可能會在收益電話會議中獲得更多色彩，我們將在轉換客戶時逐季度披露該季度。

I mean, I think, just to add to that, I think you would have seen other manufacturers prioritizing only the high-end model, and it's my view that we could probably have sold only extremes next year, but we created a small allotment for Sport and Ultra simply because we had some very early reservation holders, and we thought it would be nice for them to be able to get their vehicle next year. But it's clear that a vast majority of our sales next year will be Extremes and, of course, the Ocean One to start with. And that also means that our average selling price will be pretty close to $70,000 in the first year, which is very high.

我的意思是，我想，再補充一點，我想你會看到其他製造商只優先考慮高端型號，我認為明年我們可能只銷售極端型號，但我們為Sport 和 Ultra 僅僅是因為我們有一些非常早的預訂持有者，我們認為他們明年能夠得到他們的車輛會很好。但很明顯，我們明年的絕大多數銷售將是 Extremes，當然，首先是 Ocean One。這也意味著我們第一年的平均售價將非常接近 70,000 美元，這是非常高的。

Yes. Yes. I know you've kept this as a trade secret, and so I'll give it a shot to ask. Can you talk about the size of the battery packs for the Ultra and Extreme trims and then the LFP battery in the Sport.

是的。是的。我知道你已經將此作為商業機密，所以我會試一試。您能否談談 Ultra 和 Extreme 內飾的電池組尺寸以及 Sport 中的 LFP 電池。

Could I ask a back question? Why would you like to know that? Isn't it more important that you know the range as a customer?

我可以問一個反問嗎？為什麼你想知道？作為客戶，了解產品範圍不是更重要嗎？

Yes. Just curious on the efficiency of the powertrain. I mean, that's where the question comes from.

是的。只是好奇動力總成的效率。我的意思是，這就是問題的來源。

Yes, I know, but that's also what our competitors are. So we'll be announcing that when we have to, and I think it's going to be closer to [this] homologation. We might include it in our configurate on the 17th. We haven't decided that yet. But what we know right now is that we have one of the most energy-dense battery packs on the market today with what we have been able to go out and compare with. And what we also know is we have, by far, the longest range of any SUV or crossover in our price range. And I think that's really what's appealing to the customers.

是的，我知道，但這也是我們的競爭對手。所以我們會在必要時宣布，我認為它會更接近 [this] 認證。我們可能會在 17 日將其包含在我們的配置中。我們還沒有決定。但我們現在所知道的是，我們擁有當今市場上能量密度最高的電池組之一，我們已經能夠與之進行比較。而且我們還知道，到目前為止，在我們的價格範圍內，我們擁有任何 SUV 或跨界車中最長的續航里程。我認為這才是真正吸引客戶的地方。

Now we'll take a few of the retail investor questions that were submitted online. Henrik, this one's for you. "How do you plan to offset the loss of the $7,500 federal incentive for the Ocean?"

現在我們將回答一些在線提交的散戶投資者問題。亨利克，這個是給你的。 “你打算如何彌補聯邦對海洋的 7,500 美元獎勵的損失？”

I think that we were very smart to go out and offer the opportunity for people to actually close a deal on our vehicles and get that $7,500, and there was quite a lot of people who did that. I am not so worried next year, because as Geeta mentioned already, I think the customers who's buying the Extreme maybe -- I don't think that customer is going for a vehicle just because they get that tax reduction. They wouldn't buy a vehicle they don't like just because of a tax reduction.

我認為我們非常聰明地走出去為人們提供了真正完成我們車輛交易並獲得 7,500 美元的機會，並且有很多人這樣做了。明年我不會那麼擔心，因為正如 Geeta 已經提到的，我認為購買 Extreme 的客戶可能 - 我認為客戶不會因為減稅而購買車輛。他們不會僅僅因為減稅而購買他們不喜歡的車輛。

Secondly, it's my opinion that I think that Europe and U.S. will come to some agreement of a transition period for the EV incentives specifically in the IRA and I would expect that to be a couple of years, and I think that will give another leeway.

其次，我認為歐洲和美國將就電動汽車激勵措施的過渡期達成某種協議，特別是在愛爾蘭共和軍中，我預計這將是幾年，我認為這將給予另一個迴旋餘地。

But in terms of the product, we already have an incredible well-priced product. So I'm not really worried about that. And we're also seeing an up kind of a fast growth, I would say, in Europe on demand. and can always shift more demand to Europe as well.

但就產品而言，我們已經擁有了令人難以置信的價格合理的產品。所以我並不擔心。我想說的是，我們也看到了歐洲的快速增長。並且總是可以將更多的需求轉移到歐洲。

Thank you, Henrik. Next question, "What are your production delivery volume targets for '22 and '23? And any updates on U.S.-based manufacturing the Ocean."

謝謝你，亨里克。下一個問題，“你們 22 年和 23 年的生產交付量目標是多少？以及美國製造海洋的任何更新。”

I'll take that. So as I walked through my script, I laid out a plan on how we get to 42,400 units in 2023, which is based on a very detailed 4-state supply ramp-up and vehicle assembly plan from November 17 till the end of next year. And as I also mentioned, we are delivering a small fleet of 15 Fisker Oceans to Magna in December. We expect U.S. and EU homologation in February and then, of course, retail consumer deliveries to follow thereafter.

我會接受的。所以當我完成我的劇本時，我制定了一個計劃，讓我們在 2023 年達到 42,400 輛，這是基於從 11 月 17 日到明年年底的非常詳細的 4 州供應增加和車輛組裝計劃.正如我還提到的，我們將在 12 月向麥格納運送 15 艘 Fisker Oceans 的小型船隊。我們預計美國和歐盟將在 2 月份獲得認證，當然隨後零售消費者的交付也將隨之而來。

Then with respect to U.S. manufacturing, I think as Henrik mentioned earlier, we've been approached by several OEMs who are interested and excited, both in Ocean and PEAR platforms. And since Ocean is near term, it's obviously a very exciting product. So we are looking at what we can do jointly with an OEM. And as Magna, our production partner, have also publicly announced that they are also looking at potential U.S. production of EVs in general. So we're also looking to work with them or hear from them on what the plans are. But I can imagine in the next couple of years, we will have a plan to have U.S. manufacturing for the Fisker Ocean.

然後關於美國製造業，我認為正如 Henrik 之前提到的，我們已經接觸過幾家對 Ocean 和 PEAR 平台感興趣和興奮的 OEM。而且由於 Ocean 是近期的，它顯然是一個非常令人興奮的產品。因此，我們正在研究我們可以與 OEM 共同做些什麼。正如我們的生產合作夥伴麥格納（Magna）也公開宣布，他們也在總體上考慮在美國生產電動汽車。因此，我們也希望與他們合作或聽取他們的計劃是什麼。但我可以想像，在接下來的幾年裡，我們將計劃讓美國製造菲斯克海洋。

Thank you, Geeta. The next question. "The information on the mobile app has not changed since February. Can we expect any content updates and any relevant data to be added in the next month or so, Henrik?"

謝謝你，吉塔。下一個問題。 “自 2 月以來，移動應用程序上的信息沒有改變。Henrik，我們可以期待在下個月左右添加任何內容更新和任何相關數據嗎？”

Yes. As I mentioned earlier, there will be a huge update on November 17, both on our website, on our mobile app, and we will have our new interactive configurator. I just looked at it, it's amazing. So all this will be updated on November 17, and then we'll actually continue updating it, specifically both the app and the configurator, there are some real cool new features and we'll continue adding to that. And obviously, once you become an owner of an Ocean, then you'll be able to use your app and interact with your vehicle also.

是的。正如我之前提到的，11 月 17 日將在我們的網站和移動應用程序上進行重大更新，並且我們將擁有新的交互式配置器。我剛看了，太神奇了。所以這一切都將在 11 月 17 日更新，然後我們將繼續更新它，特別是應用程序和配置器，有一些非常酷的新功能，我們將繼續添加。顯然，一旦您成為 Ocean 的所有者，您就可以使用您的應用程序並與您的車輛進行交互。

Last question. "It looks like reservations have slowed down, currently, the lowest monthly -- month-over-month gain in the last 2 years. What other means are you thinking about over the next year to boost reservations or orders of Fisker Ocean?"

最後一個問題。 “看起來預訂量已經放緩，目前是過去兩年中最低的月度環比增長。您在明年考慮採取哪些其他方式來增加 Fisker Ocean 的預訂量或訂單？”

So I think I mentioned earlier, again, that we have purposely lowered the spend on marketing. I think we're right now in a global turmoil on many different fronts. I see no point in spending marketing dollars right now when we're sold out for next year. I see that we really will start spending serious marketing dollars in Q2 next year. And obviously, that will make a lot of sense because at that point, we'll have multiple Fisker launches that's open, where people can actually go and see the vehicle, order the vehicle, book a test drive.

所以我想我之前提到過，我們故意降低了營銷支出。我認為我們現在正處於許多不同方面的全球動蕩之中。當我們明年售罄時，我認為現在花費營銷資金毫無意義。我看到我們真的會在明年第二季度開始投入大量的營銷資金。顯然，這很有意義，因為屆時，我們將有多個開放的 Fisker 發射，人們實際上可以去那裡查看車輛、訂購車輛、預訂試駕。

It's kind of waste of money if you spend too much marketing money right now because people are going to come and ask where can I test drive the car, where can I see it, and it just doesn't make sense. So I think we are taking a really prudent approach. I think it's the right approach to start, as I mentioned, spending serious marketing dollars in Q2 next year.

如果你現在花太多的營銷資金，那是一種浪費，因為人們會來問我在哪裡可以試駕汽車，我在哪裡可以看到它，這沒有任何意義。所以我認為我們正在採取一種非常謹慎的方法。正如我所提到的，我認為這是開始在明年第二季度投入大量營銷資金的正確方法。

Thank you, Henrik. Elliot, that's all the time we have for questions. Henrik, any closing remarks?

謝謝你，亨里克。 Elliot，這就是我們要提問的所有時間。 Henrik，有什麼結束語嗎？

Yes. I'm really super excited to go into Magna here on Saturday flying over, see journalists and analysts next week, get them in the car. There's nothing like banging the metal and feeling the tires under you when we have been on Zoom for 2 years, creating this vehicle. I think it's going to be super exciting. We've got a tremendous vehicle, and I'm looking forward to host the lucky people that are over there. We obviously can't invite everyone, but I'm sure throughout next year, other people will get the chance to drive the vehicle as well. So again, super excited about it. Thank you, everyone, for joining the call.

是的。我真的超級興奮週六飛過這裡去麥格納，下週見記者和分析師，讓他們上車。當我們在 Zoom 上使用了 2 年時，沒有什麼比敲打金屬和感受你腳下的輪胎更有趣了，創造了這輛車。我認為這將是非常令人興奮的。我們有一輛很棒的車，我期待著接待那些在那裡的幸運兒。我們顯然不能邀請所有人，但我敢肯定，明年，其他人也會有機會駕駛這輛車。所以再次，超級興奮。謝謝大家加入電話會議。

Today's call has now concluded. We'd like to thank you for your participation. You may now disconnect your lines.

今天的電話會議現已結束。我們要感謝您的參與。您現在可以斷開線路。