The hottest Market Share Substack posts right now

And their main takeaways
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Top Business Topics

Dell Mega Leak Analysis

Irrational Analysis • 239 implied HN points • 15 May 24
🕹 Technology Analysis Semiconductors Leaks Market Share Batteries
  1. The Dell leak suggests Qualcomm's upcoming laptop chips have a base-case gross-margin of 52%, significantly benefitting $QCOM while posing challenges for $INTC.
  2. Qualcomm is dominating Intel in Bill of Materials (BOM) cost, with Dell still saving money even before subsidies, showcasing the impact of the PMIC fiasco on Intel.
  3. Qualcomm's laptops are expected to offer nearly double the real-world battery life compared to Intel's, showcasing a major market advantage in terms of battery life and potentially leading to substantial market share gains.

China Replaces Japan As Top Auto Exporter in Jan-June 2023

Japan Economy Watch • 199 implied HN points • 03 Aug 23
💼 Business Automotive Exports Manufacturing Market Share Electric Vehicles
  1. China has replaced Japan as the top auto exporter in the first half of 2023, showcasing an increase in auto exports and a decline in Japanese global auto production share.
  2. The importance of auto exports for the Japanese economy is significant, with implications for manufacturing shipments, capital investment, and employment.
  3. The rise of Chinese automakers and their shift towards upscale markets like Europe and Southeast Asia pose challenges to Japanese automakers, especially in markets where Japanese brands traditionally dominated.
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Alibaba Cainiao: Delivering Innovation, Globally?

Tech Buzz China Insider • 99 implied HN points • 26 May 23
💼 Business Logistics E-commerce Technology Market Share Investment
  1. Cainiao has transitioned to operating its own logistics services both domestically and internationally, focusing on Tmall flagship stores and aims for growth despite significant losses.
  2. Alibaba's e-commerce platforms lead the express business market with over 45% share by parcel volume, followed by JD, Pinduoduo, Douyin, and Kuaishou, shaping the competitive landscape.
  3. Cainiao is not a traditional top logistics company in the courier market, with its unique approach and focus on enhancing logistics efficiency through technology.

Starbucks’ Double Shot: Speed and Variety at the Expense of Quality

Gad’s Newsletter • 47 implied HN points • 16 Oct 23
💼 Business Operations Innovation Investment Market Share Technology
  1. Starbucks is focusing on speeding up their service and expanding variety due to advancements in technology.
  2. Online ordering at Starbucks emphasizes speed and customization, leading to more complex order customization.
  3. Starbucks is investing heavily in tech to offer faster service, more choices, and high personalization to customers.

Coca-Cola is getting a boost from higher prices

Dr.John B’s Newsletter • 0 implied HN points • 01 May 24
💼 Business Earnings Market Share Revenue growth
  1. Coca-Cola has been able to increase prices and gain market share due to the strength of its brands, leading to revenue and profit growth.
  2. The company saw a significant boost in organic revenue in the first quarter of 2024, exceeding analyst estimates and leading to an increase in full-year growth forecast.
  3. Sales of Coca-Cola products were affected by the war in Gaza, with volume growth impacted in the first quarter and uncertainty about future impacts.

Enrollment Trends

SFEDup • 0 implied HN points • 01 May 23
🚌 Education Market Share Forecasting
  1. Enrollment in SFUSD is down by almost 4,000 students (7.6%) since before the pandemic.
  2. Charter schools overall saw a 5.8% decrease in enrollment, with variations among individual schools.
  3. Cohort survival rates have recovered since the pandemic, but future enrollment projections for SFUSD are challenging due to declining birth rates and migration trends.

Aerospacex Completes Multi-Million Yuan New Financing Round

CyberSecurityMew • 0 implied HN points • 19 Jan 24
🕹 Technology Cybersecurity Data security Financing Research and Development Market Share
  1. Aerospacex completed a multi-million yuan financing round led by listed companies and strategic shareholders in the industrial sector, including the company's founder and core executives.
  2. The funding aims to enhance operational cash flow, invest more in data security sandbox technology, recruit technical talents, and expand collaboration for industry solutions, particularly in banking and central state-owned enterprise sectors.
  3. Aerospacex plans to focus on data security sandboxes for future technical foundation, intensify research, and development, collaborate with industry vendors, leverage shareholder resources to enhance market share in critical sectors.