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MutuaValue
Ford Motor Company: Value Over Volume – Analyzing a Structural Transformation
Under the "Ford+" plan, Ford Motor Company is executing a radical transformation of its business model. The company is moving away from chasing market share to focus on per-unit profitability, segmenting its operations into three distinct pillars: ICE (Blue), EV (Model e), and Commercial (Pro). Our analysis of 2019-2025 data reveals a successful decoupling of declining sales volumes from rising revenue, evidencing exceptional pricing power, even as the electric transition rem
Dec 25, 2025
Tesla: Strategic Transition, Margin Compression, and the Rise of the Energy Segment
Tesla no longer defines itself merely as a car manufacturer, but as an integrated ecosystem of sustainable energy and artificial intelligence. While the Automotive segment remains the core revenue generator ($87.6bn in 2024), the growth dynamic has shifted significantly. The company is executing a major strategic pivot: moving from a phase of hyper-growth driven by vehicle volumes to a maturation phase characterized by cost optimization, software service development (FSD), a
Dec 11, 2025
Stellantis: Between Inventory Correction and Pricing Power Erosion, a High-Voltage Transition
Born from the merger of PSA and FCA, Stellantis has established itself as an automotive juggernaut, housing 14 iconic brands (Peugeot, Jeep, Ram, Maserati, etc.). The group operates on a globalized structure, leveraging massive industrial synergies to fund its electrification transition ( Dare Forward 2030 plan). However, the "Value over Volume" model, long championed by management, is showing its limitations in a deteriorating market environment. Financial and Operational D
Dec 9, 2025
Warner Bros, the Sale to Netflix Amidst Linear Model Exhaustion
Warner Bros. Discovery (WBD) stands as a premier media conglomerate formed from the merger of Discovery Inc. and WarnerMedia assets. The group controls one of the industry's deepest intellectual property portfolios (DC Comics, Harry Potter, HBO) and operates through three vertical segments: Studios (content production), Networks (linear channels like CNN, TNT, Discovery), and DTC (Direct-to-Consumer with the Max platform). Current Events: The Netflix Pivot The news shaking tr
Dec 5, 2025
Estée Lauder at a Crossroads
Between 2019 and 2021, Estée Lauder Companies (ELC) seemed unstoppable: a portfolio of iconic brands, enviable profitability and a...
Jun 9, 2025
Uber crosses a strategic threshold toward sustainable profitability
Uber Technologies kicked off 2025 with its strongest quarter yet: revenue of $11.5 billion (+14 % YoY) and net income of $1.8 billion,...
Jun 5, 2025
Tech Titans 2024: Contrasting Profiles of the United States and China
Two super-powers, two profiles In 2024 the twenty-two largest U.S. technology companies generate roughly €2.44 trillion in revenue and...
Jun 2, 2025
Take‑Two Interactive: Zynga‑Powered Growth but Profitability Under Pressure
Take‑Two posted record GAAP revenue of USD 5.35 billion for fiscal 2023 (ended March 2023), a 52.6 % jump year‑on‑year thanks to the...
May 12, 2025
Duolingo: Profitability, growth, and AI-related challenges
2024 profitability and financial results. In 2024, Duolingo reached a major milestone by becoming profitable. Annual revenue hit $748.0...
May 9, 2025
Analysis of Pinterest's 2024 Performance: User Growth and Profitability
Pinterest is a visual discovery platform that allows users to find inspiration for projects related to home décor, fashion, recipes, and...
Feb 23, 2025
Cloud and AI: How US Tech Giants are Accelerating Growth and Enhancing Margins
Over the past few years, the Cloud activity of major American tech players has experienced rapid growth, driven by the digital...
Feb 23, 2025
Amazon in 2024: Strong Growth and AWS’s Key Role in the Group’s Profitability
Amazon delivered strong financial performance in 2024, reinforcing its leadership across its various business segments. The company...
Feb 23, 2025
Record Results and Slower Growth for Airbnb in 2024
Airbnb continues its growth momentum initiated after the pandemic and reports solid results in 2024. Record Profitability Level In 2024,...
Feb 20, 2025
Tesla: A Pioneer in Electric Vehicles and Sustainable Energy Solutions
Founded in 2003 by Elon Musk and a group of co-founders, Tesla has redefined the automotive industry by democratizing electric vehicles...
Dec 15, 2024
Netflix: Solid Financial Results and Strategic Diversification in a Competitive Market
Founded in 1997, Netflix has evolved into a global streaming leader, offering a vast array of series, films, and games to over 280...
Dec 2, 2024
Duolingo: Profitability Confirmed and Challenges in Digital Education Innovation
Founded in 2011, Duolingo has established itself as a global leader in online language learning. Offering over 40 languages through a...
Dec 1, 2024
Monster Beverage: Expansion Strategy and Challenges in the Energy Drink Sector
Founded in 1935 as Hansen Natural Corporation, Monster Beverage Corporation has become a major player in the energy drink market. The...
Nov 27, 2024
Starbucks: A Turnaround Strategy in a Competitive Market
Founded in 1971 in Seattle, Starbucks Corporation has established itself as a global icon in coffee roasting and retail. With over 36,000...
Nov 24, 2024
Pinterest: A Transformative Visual Discovery Platform
Founded in 2009, Pinterest is a visual discovery platform where users find and save ideas across a variety of interests, from recipes to...
Nov 23, 2024
Domino’s Pizza: A Global Leader in Fast Food and Technological Innovation
Founded in 1960 in Ypsilanti, Michigan, Domino’s Pizza has become one of the global leaders in fast food specializing in pizza. With over...
Nov 22, 2024
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