Insights

The robotics company is reporting margins well above those of its peers.

Adoption was strong during the campaign, but it remains unclear if user behavior will persist after incentives fade.

Low EV profits obscure a broader push to expand globally, adapt to local demand, and build long-term positions abroad.

The latest EV is drawing fewer visitors and preorders than its predecessor, as expected in a more mature market.

In its third IPO attempt, the company appears to be facing a more competitive market than before.

Competitors are becoming partners as the TV market enters a new phase.

The open-source tool promises hands-free automation, but users may find it costly, complex, and less practical than expected.

New robots promise cleaning, care, and companionship, but most remain prototypes in practice.