Rivian Automotive, Inc. (RIVN) Presents at Morgan Stanley's 14th Annual Laguna Conference Transcript

SA Transcripts 162.21K Followers Follow Rivian Automotive, Inc. ( RIVN ) Morgan Stanley's 14th Annual Laguna Conference September 15, 2026 4:50 PM EDT Company Participants Robert Scaringe - Founder, CEO & Chairman of the Board Presentation Unknown Analyst All right, everybody. We'll get started with the next session here. Very excited to be joined by Founder and CEO of Rivian, RJ Scaringe. So thank you for joining us today. Just a quick disclaimer before we get started here. So for important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley representative. Also, just a quick plug. There's 3 Rivians outside. If you haven't gone up and test drove them already, I strongly recommend you do so, find some time between your meetings to do it. It's worth the experience. Question-and-Answer Session Unknown Analyst But maybe just to get us started here, it's a very important year for Rivian, a lot is happening. So I would love for you to just kick us off, RJ, with maybe a few minutes of opening remarks in terms of what you're focused on and kind of where investors should be spending their time. Robert Scaringe Founder, CEO & Chairman of the Board Well, first, thanks for having me. It's great to be here. For us, this is like an inflection point year. We launched our R1 product, this was in 2021, now almost 5 years ago. And that was intended to be the handshake with the world. It was our first vehicle. It was the first exposure to the brand. It helped to establish who we were. And off the back of that, built incredible brand loyalty, a lot of enthusiasm around the company. But ultimately, the price point of R1 meant that it was not