Jun 9, 2016 by Evan Niu, CFATesla Motors Should Build Financial Relationships With Its CustomersNow is not the time -- but eventually, this just makes too much sense.
Jun 8, 2016 by Evan Niu, CFAHow Apple, Inc.'s Reduced App Store Cut Will Boost Its Services BusinessThe Mac maker wants to help developers start pushing subscriptions.
Jun 8, 2016 by Evan Niu, CFA1 Small Margin Tailwind for Tesla MotorsThe recently introduced range upgrade to 75 kWh is probably quite profitable.
Jun 8, 2016 by Evan Niu, CFAThe Only Explanation for Tesla's New Supply Agreement With SamsungWhat else could it be?
Jun 8, 2016 by Evan Niu, CFAWhy Tesla Motors Is Worth Every Penny of Its Net LossesCan you put a price on fighting climate change?
Jun 7, 2016 by Evan Niu, CFATesla's Energy Business Will Scale Faster Than You ThinkWould you be more excited about a $3,000 product -- or a $162,000 one?
Jun 5, 2016 by Evan Niu, CFAUber Is Now Actively Preying On the PoorWould you pay over $600 per month to lease a Corolla if you had a choice?
Jun 4, 2016 by Evan Niu, CFAThis Is How Little Government Support Tesla Motors Actually ReceivesThe electric-car maker receives virtually no direct support from state or federal governments.
Jun 3, 2016 by Evan Niu, CFAHere's Microsoft Corporation's Strategy for Self-Driving CarsThe software giant says it wants to help develop autonomous driving technology, but it should stick to productivity.
Jun 3, 2016 by Evan Niu, CFAApple, Inc. Isn't So Simple AnymoreThe Mac maker's former ad man speaks out against rising complexity.
Jun 3, 2016 by Evan Niu, CFATesla Receives 1% Discount on GigafactoryThe reality of the situation is actually pretty boring.
Jun 2, 2016 by Evan Niu, CFA and Dylan LewisInside Apple and Tim Cook's Operational BrillianceIn this episode we go inside Apple’s supply chain, explain the contract manufacturing model that the company uses, and highlight a few manufacturers to show how many different pieces go into the iPhone.
Jun 1, 2016 by Evan Niu, CFAHow Much Will Tesla Model 3 Supercharging End Up Costing?Let's play with some numbers to see how the electric-car maker might price Model 3 Supercharging options.
Jun 1, 2016 by Evan Niu, CFAApple, Inc. Might Copy Samsung for a ChangeNext year's iPhone might have a dual-curve OLED display. Sound familiar?
Jun 1, 2016 by Evan Niu, CFATesla Model 3 Supercharging Will Have Both Pay-Per-Use and Lifetime OptionsThe electric-car maker's mainstream model won't come with free Supercharging after all.
May 31, 2016 by Evan Niu, CFAApple, Inc.'s Design Cycles Might Be Getting LongerFarewell, tick-tock. It was good while it lasted.
May 31, 2016 by Evan Niu, CFAApple, Inc. Might Finally Abandon 16 GB iPhonesThe Mac maker may finally address a long-standing customer pain point.
May 31, 2016 by Evan Niu, CFATesla Motors Launches Fourth Referral ProgramThe electric-car maker continues to renew its popular referral program to grow its customer base.