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Automotive Intelligence Gathering

Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training

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Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training

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Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training

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  • Writer -- 150,000 customers have placed orders for the new Ford Bronco. Hooray! This is the first time we’ve seen anyone quickly rack up a serious six digit pre-order number that merits mention in the same sentence as Tesla Model 3 or Cybertruck. But is talking about it off the cuff in an earnings call, as opposed to social media manipulation, the right way to build buzz?
  • Shout -- Workhorse published their IPO prospectus this week. The firm hopes to raise $675 million to move its truck from the prototype stage into production. Slide 23 illustrates some of the problems in the maths for start-ups… even though the company plans to build lots of expensive trucks, there isn’t anything in there for working capital -- potentially a three digit million sum for the initial inventory. Is this an oversight or have they invented a way to get negative working capital?
  • This Is What You Came For -- After 2025, PSA says fully electric is the way forward. They showed off a new midsize car platform they’ve designed to have a big battery in the middle. If you don’t want (or can’t afford) a fully electric model, you can fit a hybrid in the front and reduce the battery size. It all sounds very like the E-FIRST proposal Ad Punctum and Evercore ISI made in late 2018: put the compromise on the internal combustion engine, not the electric bit. Coming in the same week as Renault’s new CEO sang the praises of the E-Tech motor-as-generator cars he has been driving, should other brands revisit their architectures?
Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training
Automotive strategy, Automotive strategy consultants, Automotive strategy consulting, automotive process improvement, Training
Automotive trends, Auto industry trends, Automotive market research, Automotive market analysis, auto industry news, automotive intelligence, automotive strategy, .automotive research consultants

Auto Industry Briefing — week ending 26th July 2020

Waymo in sales mode; Ford lets MobilEye co-brand driver assistance; and GM’s sunny view of the future. Please enjoy our auto industry and mobility briefing […]Read More

Automotive trends, Auto industry trends, Automotive market research, Automotive market analysis, auto industry news, automotive intelligence, automotive strategy, .automotive research consultants

Auto Industry Briefing — week ending 19th July 2020

PSA and FCA choose a new name; Porsche keeps up product spending; and will cool technology make it into your car? Please enjoy our auto […]Read More

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Auto Industry Briefing — week ending 12th July 2020

Calling for a dynamic duo; the power of Ad Punctum; and you can’t lose sales if you have no revenue. Please enjoy our auto industry […]Read More

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Auto Industry Briefing — week ending 5th July 2020

Teeny tiny trials to reuse electric vehicle batteries; the troubling case of falling Model S and Model X sales; and VW’s plan for not so […]Read More

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Auto Industry Briefing — week ending 28th June 2020

VW thinks about buying its former rental unit; Aston Martin the cash guzzlers; and should we bow to the inevitable dominance of Google? Please enjoy […]Read More

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Auto Industry Briefing — week ending 21st June 2020

Making cars a little smarter; reading between the lines; and building cars for free.Please enjoy our auto industry and mobility briefing for 15th June to […]Read More

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Auto Industry Briefing — week ending 14th June 2020

Tesla get outsmarted; data that isn’t all it’s cracked up to be; and VW’s managerial meltdown. Please enjoy our auto industry and mobility briefing for […]Read More

Automotive trends, Auto industry trends, Automotive market research, Automotive market analysis, auto industry news, automotive intelligence, automotive strategy, .automotive research consultants

Auto Industry Briefing — week ending 7th June 2020

Self-driving cars that could crash too much; dealers that want more money; and Dyson’s late analysis. Please enjoy our auto industry and mobility briefing for […]Read More

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Auto Industry Briefing — week ending 31st May 2020

Simulations that are too perfect; style need not cost the earth; and Nissan’s promise to do better.Please enjoy our auto industry and mobility briefing for […]Read More

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Auto Industry Briefing — week ending 25th May 2020

Broadband providers charging cars; a slightly random battery milestone; and a cheap and cheerful way to delight buyers. Please enjoy our auto industry and mobility […]Read More

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Auto Industry Briefing — week ending 17th May 2020

Remote working converts; fighting water with water; and a dent in the limited edition bubble? Please enjoy our auto industry and mobility briefing for 11th […]Read More

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Auto Industry Briefing — week ending 10th May 2020

Rental companies confirm they aren’t buying; FCA’s rotten performance; and upper or lower for lidar? Please enjoy our auto industry and mobility briefing for 4th […]Read More

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Auto Industry Briefing — week ending 3rd May 2020

A good time for bad news; big spenders tightening their belts; and capital allocation choices looming. Please enjoy our auto industry and mobility briefing for […]Read More

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Auto Industry Briefing — week ending 26th April 2020

Oil prices can’t kill the electric car; Madoff-style car companies; and dodgy maths by volume forecasters. Please enjoy our auto industry and mobility briefing for […]Read More

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Auto Industry Briefing — week ending 19th April 2020

Tesla moves further down the road to cast bodies; Ford’s age problem; and you have permission to plan for a recession. Please enjoy our auto […]Read More

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Auto Industry Briefing — week ending 13th April 2020

Easily fixed warranty problems; outrageous ideas about solar power; and a good excuse for sensible ideas. Please enjoy our auto industry and mobility briefing for […]Read More

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Auto Industry Briefing — week ending 5th April 2020

Tesla’s opaque reporting; Volvo goes it alone on autonomous; and a big thumbs up for sharing. Please enjoy our auto industry and mobility briefing for […]Read More

Automotive trends, Auto industry trends, Automotive market research, Automotive market analysis, auto industry news, automotive intelligence, automotive strategy, .automotive research consultants

Auto Industry Briefing — week ending 29th March 2020

Tata’s mysterious reorganisation; carmakers begging for mercy; a glass is half full view of Coronavirus. Please enjoy our auto industry and mobility briefing for23rd March […]Read More