Ferrari · Earnings
Ferrari Q2 2026 Earnings
Q2 shows how portfolio renewal and personalizations sustain growth, while Luce exposes the tension between expanding the offer and preserving Ferrari’s brand
Articles
Genesis · Earnings
Genesis Q2 2026 Earnings: Proof of Demand, a System Still in Progress
Genesis has reached meaningful scale—now its products, retail network, and ownership experience have to reinforce one another
Porsche · Earnings
Porsche Q2 2026 Earnings
Porsche’s first-half results suggest a smaller company can remain resilient, but leave open whether its broader model range can sustain Porsche economics
Mercedes-Benz · Earnings
Mercedes-Benz Q2 2026 Earnings
Mercedes’ new BEVs are gaining traction in Europe, but weak economics and a failed first China test of its next-generation BEVs leave management more confident in its strategy than the results support
BMW · Earnings
BMW Q2 2026 Earnings
BMW’s product strategy is holding, but deteriorating economics have prompted management to pursue a faster, more responsive operating model
Acura’s Weak Foundation
It’s more a regional channel than a global brand
Differentiation
Signs of Digital Interior Maturity
Clean-sheet designs let BMW, Mercedes, and Porsche show what more fully realized digital interiors look like
Mercedes-Benz · Technology as New Mercedes-ness
Mercedes Holds onto Its Identity
The grille, the Hyperscreen, and the shifting sources of distinctiveness
BMW · Neue Klasse Bet
BMW Makes the 3 Series Transition Look Easy
The new i3 arrives as the next step in an already-working formula
Differentiation
Rivian and Genesis Push the Extremes
Different ways young brands are building an enthusiast edge
Tesla · Automotive Execution
The Pioneering Tesla Model S
Invention and execution are different frontiers—with different leaders