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Industry Notes
Bird Global (BRDS)
DoorDash, Inc. (DASH)
Lyft (LYFT)
Maplebear, Inc. (CART)
Swvl Holdings (SWVL)
Uber Technologies (UBER)
Electrification and Vehicle Technology
Industry Notes
Aeva, Inc. (AEVA)
Aptiv (APTV)
Aurora Innovation (AUR)
ChargePoint Holdings, Inc. (CHPT)
Faraday Future Intelligent Electric (FFIE)
Hyzon Motors (HYZN)
Lightning eMotors (ZEV)
Lucid Group, Inc. (LCID)
Luminar Technologies, Inc. (LAZR)
Mobileye Global Inc. (MBLY)
Nextracker Inc. (NXT)
Ouster (OUST)
Polestar Automotive (PSNY)
Proterra, Inc. (PTRA)
Romeo Power, Inc. (RMO)
TPG Pace Beneficial Finance (TPGY)
Tritium DCFC (DCFC)
Visteon Corp (VC)
Xos Inc (XOS)
Electronics Manufacturing Services
Industry Notes
Amkor Technology, Inc. (AMKR)
Benchmark Electronics (BHE)
Celestica Inc. (CLS)
Fabrinet (FN)
Flex (FLEX)
Jabil (JBL)
Plexus Corp. (PLXS)
Sanmina Corporation (SANM)
Storage Technologies
Industry Notes
Dell Technologies (DELL)
Micron Technology (MU)
NetApp (NTAP)
Seagate Technology (STX)
Western Digital (WDC)
Technology Supply Chain
Industry Notes
Amphenol (APH)
Arrow Electronics Inc (ARW)
Avnet Inc (AVT)
Belden (BDC)
CommScope (COMM)
Corning, Inc. (GLW)
Sensata Technologies Holdings PLC (ST)
TE Connectivity (TEL)
TTM Technologies Inc (TTMI)
Vertiv Holdings (VRT)
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Company Notes
August 5, 2020
First Look at FQ4 (Jun) Results and Outlook
By Steven Fox
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August 4, 2020
Adjusting Model Ahead of Q2 Results
By Steven Fox
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August 4, 2020
CEO Moving On
By Steven Fox
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August 3, 2020
Expecting a Mixed FQ4 (Jun) Bag
By Steven Fox
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August 3, 2020
Some Network News to Consider
By Steven Fox
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August 3, 2020
Q2 Earnings Preview Thoughts
By Steven Fox
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August 3, 2020
Focus Should Be on FQ4 (Jun) Cash Flows
By Steven Fox
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July 31, 2020
Recovering Quicker than Expected
By Steven Fox
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July 31, 2020
Counter-Cyclical Cash Flows Shine
By Steven Fox
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July 31, 2020
Executing Well Despite Massive Challenges
By Steven Fox
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July 30, 2020
Q2 Beats on Crisp Execution
By Steven Fox
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July 30, 2020
First Look at Q2 Results
By Steven Fox
Read More >>
July 30, 2020
Operating Leverage Story on Display
By Steven Fox
Read More >>
July 30, 2020
First Look at FQ1 (Jun) Results and Outlook
By Steven Fox
Read More >>
July 30, 2020
First Look at Q2 Results and Outlook
By Steven Fox
Read More >>
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