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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
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All Reports
May 17, 2022
More Support for the Swvl Business Model
By Steven Fox
Read More >>
May 17, 2022
Pivots Away from Direct-to-Consumer Sales to Pull Forward Profits
By Steven Fox
Read More >>
May 17, 2022
Supply Chain Goes to Extremes
By Steven Fox
Read More >>
May 16, 2022
Looking for Supply Chain Light at the End of the Tunnel
By Steven Fox
Read More >>
May 16, 2022
CEO Meetings at ACT Expo Highlight Advanced Positioning
By Steven Fox
Read More >>
May 16, 2022
Makes a Strong Case for a Positive Re-Rating
By Steven Fox
Read More >>
May 16, 2022
Pushing Its Tech Advantages at ACT Expo
By Steven Fox
Read More >>
May 16, 2022
Building Brand Further at ACT Expo
By Steven Fox
Read More >>
May 16, 2022
ACT Expo Meeting Highlights Leading Position
By Steven Fox
Read More >>
May 12, 2022
Announces Important Tie Up with Blue Bird
By Steven Fox
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May 12, 2022
Recent Business Model Progress to Consider
By Steven Fox
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May 12, 2022
Expands Grocery Reach
By Steven Fox
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May 12, 2022
Adds Another Commercial Partnership
By Steven Fox
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May 11, 2022
Meeting Highlights Attractive HDD and NAND Roadmaps
By Steven Fox
Read More >>
May 11, 2022
Key OEM Partner Brings on DHL
By Steven Fox
Read More >>
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