Roku supply chain activity rolled over in January after Q4 surge March 4, 2021 Entertainment system supplier Roku reported Q4’20 revenues which rose by 58.0% year over year, including a 17.8% rise in player (hardware volumes) with platform (software) operations leading the way. The firm’s growth comes against the backdrop of a 10.5% year over year increase in U.S. import... Read more →
Roku rolls out Apple support as supply chain activity rocks November 13, 2020 Roku has released support for Apple’s Airplay 2 and Homekit technologies for its streaming media players, extending the brand’s addressable growth market. The firm reported 73% year over year growth in revenues in Q3’20, outperforming the 41.9% increase expected by analysts. Panjiva’s data sho... Read more →
Panjiva Daily: CH Robinson’s troubles; Pegatron and Hon Hai’s divergent strategies January 30, 2020 CH Robinson has reported a slump in profitability in Q4 2019 – a push to grow its Europe-to-U.S. business may have contributed. Pegatron is opening new factories in Vietnam and Indonesia while Hon Hai remains committed to China. Also: Whirlpool’s price rises helped by tariffs which cut import ... Read more →