Industry Notes

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of February, which were right around average seasonal trends including some relatively solid battery electric and hybrid electric…

This morning, the European Automotive Manufacturers Association released car registration data from the region for the month of January, which was below seasonal trends. Although, we note registrations included some positive battery electric vehicle (BEV)…

Our latest look at aggregate inventories up and down the supply chain suggested more progress towards “normalizing” inventories, led again by electronics manufacturing service (EMS) providers with some help from the distribution channel. It also…

This morning, the shares of Mobileye Global (MBLY; $18.29; E/W) are up 14% while the stock price on Lyft (LYFT; $14.56; O/P) is up 3% following news out of TechCrunch that Lyft plans to deploy…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of December, which exceeded typical seasonal trends, including ongoing healthy trends of hybrid electric vehicle registrations. Specifically, European…

We expect the companies in our tech supply chain universe to point to a somewhat more volatile start to the New Year than is typically the case with the upcoming Q4 EPS season. More to…

Last Friday (12/20), the U.S. Department of Transportation’s National Highway Traffic Safety Administration (NHTSA) proposed a voluntary federal regulatory framework entitled the Autonomous Driving System-Equipped Vehicle Safety, Transparency and Evaluation Program (AV STEP), which aims…

This morning, the European Automobile Manufacturers Association released new car registration data from the region for the month of November, which was in line with typical MoM seasonal trends. Importantly, the data included ongoing healthy…

We think recent reports that privately held Verkada, a supplier of security hardware, such as video cameras, access controls, environmental sensors, alarms and intercoms, is set to raise $200mm in funding at a $4.5B valuation,…

On Thursday (12/5), the shares of Lyft (LYFT; $15.50; O/P) and Uber Technologies (UBER; $65.23; O/P) both traded down by ~10% after Waymo, a subsidiary of Alphabet (GOOGL; $174.31; NR), announced its Waymo One autonomous…

We checked retail prices on “Black Friday” (11/29) for hard disk drives (HDDs) and solid-state drives (SSDs), which we measure on a Dollar per Gigabyte basis ($/GB). Our checks suggested HDD retail prices are down…

On “Black Friday” (11/29), we checked prices on several popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models from LG, Samsung and Vizio by pulling publicly available prices from OEM websites,…

Yesterday, the European Automobile Manufacturers Association released new car registration data from the region for the month of October, which was somewhat better than typical MoM seasonal trends. Importantly, registrations included some further healthy hybrid…

This week, we attended Vertiv Holdings’ (VRT; $144.63; NR) Investor Event in Atlanta, GA, where we sat in on presentations from CEO Giordano Albertazzi and CFO David Fallon. We also had the opportunity afterwards to…

The shares of Uber Technologies (UBER; $69.33; O/P) and Lyft (LYFT; $17.30; O/P) both traded down 5% today (11/18), on the heels of press reports that the incoming Trump Administration plans to create a set…