About
All Reports
Delivery and Rideshare Networks
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)
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)
Company Models
Contact Us
Request Access
Login
All Reports
May 29, 2020
Battening Down the Hatches
By Steven Fox
Read More >>
May 29, 2020
Healthy FQ1 Upside Led by VMware
By Steven Fox
Read More >>
May 28, 2020
First Look at FQ1 (Apr) Results and Outlook
By Steven Fox
Read More >>
May 28, 2020
Positioned Well for Tough Times
By Steven Fox
Read More >>
May 28, 2020
Big Proof Point for Valor Glass
By Steven Fox
Read More >>
May 28, 2020
First Look at FQ1 (Apr) Results
By Steven Fox
Read More >>
May 27, 2020
More Autonomous Landscape Changes to Consider
By Steven Fox
Read More >>
May 27, 2020
First Look at FQ4 (Apr) Results and Outlook
By Steven Fox
Read More >>
May 27, 2020
Raises FQ3 (May) Guidance
By Steven Fox
Read More >>
May 26, 2020
The Long and Short of Mobility Demand
By Steven Fox
Read More >>
May 26, 2020
More Autonomous Roadmap Food for Thought
By Steven Fox
Read More >>
May 26, 2020
Some More COVID-19 Production Risks
By Steven Fox
Read More >>
May 22, 2020
Hewlett Packard Storage Trends to Consider
By Steven Fox
Read More >>
May 21, 2020
Reducing Estimates Ahead of FQ1 (Apr) Results
By Steven Fox
Read More >>
May 21, 2020
Cutting Estimates but Stick with Outperform
By Steven Fox
Read More >>
<<
1,
…
157,
158,
159,
160,
161,
…
166,
>>
