InsightEV Weekender: Week 19
Is Damon slipping away forever?
Gogoro11
Gogoro is Running Against Time
As the Taiwanese energy company and scooter manufacturer delivered its Q1 2025 results, key metrics continue deteriorating without any recovery in sight. The biggest worry is that Gogoro is also depleting its cash reserves and eroding its market cap.
InsightEV Weekender: Week 18
This Weekender: LiveWire reported a disastrous Q1 2025 as sales plummeted to 33 units; TVS wins the Indian sales war for April, but things may change next month; Damon may get thrown out of Nasdaq as the stock races to zero; Gogoro buys time...
A Few Baskets Get Most of the Eggs
Why do some E2W/L-category vehicle startups get massive funding, while many die without support? What do investors look for? Does everything make sense? What makes startups attractive? We dug through 15+ years of funding data to identify trends. Then, the question: What is the RoI for investors?
Wk 7 2025 - Honda and Yamaha dump SBMC; Gogoro Results are bad; Ola Electric's are worse
How many swappable batteries would any brand make? That's a rhetorical question. Honda has already answered that. They would only do the MPP. So it's goodbye to SBMC, which may be the consortium's death knell. With Honda and Yamaha exiting, there is not enough meat on the bone.
Gogoro's Financials Continue to Deteriorate
The company's overall revenue were down amidst slowly increasing battery swapping revenues getting pulverised by steadily declining scooter sales. A worsening product mix and an enhanced focus on commercial energy storage opportunities were some key takeaways from the annual results.
The Year 2024 in Review
The industry takes slow yet significant strides towards electrification
Gogoro Q3 2024 Results
Financials stay depressed, though we have a clean chit on the Taiwanese government's charges against the company that had led to Horace Luke resigning. Now, a bigger problem is on the horizon - the Nasdaq listing may not be maintained.
The Smartness of Smart EV Features
Are EVs loaded with features that are really smart? Do they create a high-enough barrier to entry? Is there an exclusivity? How long can it stay? What happens after that?
The collapse of Gogoro
Gogoro plunged into a crisis due to the Taiwanese government's enquiry into its claimed local sourcing of motor controllers on the Viva model. The Founder-CEO has resigned...
Gogoro: Is there a Future?
With revenues from battery swapping growing while those from vehicle sales declining, Gogoro may have a problem with the wrong business model. This creates a situation where the brand is bigger than the business