Industry Notes

Yesterday, the European Automobile Manufacturers Association released new car registration data from the region for the month of August, which was basically in line with typically weak MoM seasonal trends. At the same time, registrations…

This morning, the European Automobile Manufacturers Association released new car registration data from the region for the month of July, which was somewhat below seasonal trends. Registrations also included some weaker battery electric vehicle (BEV)…

We checked retail channel prices yesterday (8/27) 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 up meaningfully…

On Tuesday (8/27), we checked U.S. retail prices on popular full-HD (1080p) and 4K Ultra High Definition (UHD 2160p) LCD TV models. Our survey turned up some mixed retail pricing dynamics, which is not too…

This morning, Advanced Micro Devices (AMD; $155.28; NR) announced plans to acquire privately held ZT Systems, which designs, assembles, integrates, and tests servers, storage, plus other data center components, as part of a primary focus…

Our latest look at aggregate inventories up and down the supply chain post CQ2 results season suggested further right sizing of inventories that we assume likely continues at least through the end of this year….

Last week, we spent time at The Future of Memory and Storage Summit (FMS) in San Jose, CA, which further highlighted to us how a range of “productization” trends across NAND, DRAM, and hard disk…

Earlier today, the California Supreme Court ruled the state’s Proposition 22, which was passed in 2022, as constitutional after a group of rideshare drivers and labor unions challenged the constitutionality of the legislation. Recall, Proposition…

This morning, the European Automobile Manufacturers Association released car registration data from the region for the month of June, which was somewhat above seasonal trends including some healthier hybrid electric vehicle trends. More to the…

This morning, Bloomberg is reporting that New York City’s Taxi and Limousine Commission (TLC) is working on developing a stricter set of rideshare driver pay rules, which are expected to be introduced over the next…

We think the “expectations game” proves more complex for CQ2 EPS season than recent quarters. On one hand, we believe CQ2 expectations were generally set at reasonable levels especially since our checks suggest a healthy…

Yesterday, Lyft (LYFT; $14.02; O/P) and Uber Technologies (UBER; $72.44; O/P) reached an agreement with the Massachusetts State Attorney General’s office to set a minimum wage standard and offer a range of benefits for rideshare…

Yesterday, the European Automobile Manufacturers Association released car registration data from the region for the month of May, which was somewhat below seasonal trends including some weaker battery electric vehicle (BEV) registration trends that should…

We think recent EPS prints from Atkore (ATKR; $143.65; NR), Eaton (ETN; $326.59; NR), Hubbell (HUBB; $381.62; NR), Johnson Controls (JCI; $71.95; NR) and WESCO International (WCC; $177.98; NR) point to further momentum on the…

Amazon (AMZN; $180.28; NR) looks to be tightening its on-demand food delivery partnership with Just Eat Takeaway.com’s (TKWY.NL; €12.19; NR) Grubhub with today’s announcement that Prime members can now activate a free Grubhub+ subscription that…