Gabriel Gonzalez
Analyst
UBS
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About Gabriel Gonzalez
Gabriel Gonzalez is recorded as Analyst at UBS. Gabriel Gonzalez has spoken on 3 earnings calls across 2 companies, most recently for Phinia Inc. on October 29, 2026. Those appearances were for QuantumScape Corp (QS) and Phinia Inc. (PHIN). The companies whose calls Gabriel Gonzalez spoke on are classified in the Consumer Cyclical sector.
Gabriel Gonzalez on recent calls
“On commodity and freight, you mentioned earlier that you haven't yet been fully compensated year-to-date. I guess of that remaining unrecovered cost, how much has already been set in stone and customer agreements or contractual recovery mechanisms are set in place versus how much still needs to be negotiated through?”
“And I guess just in the timeline between like an award win to start a production, you know, In the Western markets, in automotive, it's typically a two- to three-year timeline.”
“So, firstly, on the updated PowerCo agreement, the updated milestone framework appears to have shifted away from execution-oriented targets like battery cell delivery and validation over the next two years towards cell development and technology-related objectives.”
Affiliation history
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UBS
Analyst
Transcript header (unverified)
Current
Company network
Phinia Inc.
PHIN
Auto Parts · Consumer Cyclical
1 appearance
Latest appearance 2026-10-29
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