Category Archives: Articles and Publications

Baidu needs to develop global brand for driverless cars, but US may curb China’s help in developing

Baidu needs to develop global brand for driverless cars “It’s the whole car that matters, and Baidu will have to commercialize it and build a global brand,” said David Garrity, a technology and investment analyst who heads New York-based GVA Research. Whatever vehicle Baidu and its partners develop, according to Garrity, needs be an integrated product

Continue Reading →

David Garrity on CNBC Asia Squawk Box: What’s important in Amazon’s earnings disappointment

To watch the video replay, click here. AMZN 2Q17 Results Reflect Profit Margin Pressure From Heavy Investment Spending, Will Margins Expand in 2H17?: While AMZN is at the forefront of multiple large secular trends with significant multi-year growth potential (e.g. Cloud computing: ~10% penetration now & early with large enterprise customers; Retail: ~12% online penetration with

Continue Reading →

David Garrity on CNBC’s “Fast Money” – MSFT Hits All-Time High

MSFT FY17Q4 Results May Signal Turn Toward Accelerating EPS Growth: Under CEO Satya Nardella, MSFT has rationalized underperforming portions of its solution portfolio and with its rapidly expanding cloud computing offerings plus the LinkedIn acquisition is now in a strengthened secular position. From FY12 to FY15, MSFT EPS contracted at a -1% CAGR. With its

Continue Reading →

Many tech investors taking profits, but it’s worth being selective: GVA Research

Trouble viewing video? Try here. Should Investors Buy The Tech Sector Pull-back Or Is It A Sign Of Worse To Come? Focus on Names With Rising Profit Margins Off Increasing Sales: Coming out of the weekend, financial markets are seeing a continuation of the sell-off in the tech sector following Friday’s one-day -2.47% decline in the sector benchmark Technology

Continue Reading →

David Garrity on Asia Times: Human intelligence faces battle of the minds with AI

“AI is a differentiator,” says Wall Street technology and investment analyst David Garrity. “If you don’t have some kind of AI capability that’s not only developed, but deployed, you are going to find yourself at a disadvantage.” Read the full article: Human intelligence faces battle of the minds with AI Garrity said AI could be enormously

Continue Reading →

Alphabet to Launch ‘Android Messages’ to Challenge iMessage, FB Messenger (GOOGL, FB)

You use it every day, probably multiple times a day. Only you know how many of the of the 200,000 iMessages sent per second are yours, but one thing is for sure, with its low latency and high response rates, messaging offers the fastest communications channel. Consider that over 63 quadrillion iMessages are sent annually

Continue Reading →

David Garrity on BNN – 5G: The next wave of mobile and Internet of Things

David Garrity, principal at GVA Research joins BNN for a look at 5G, a key focus at this year’s Mobile World Congress in Barcelona. He talks about how wireless players like Samsung and Nokia are trying to get ahead in the 5G race. Tech – Mobile World Congress (MWC) 2017 – Welcomes Nokia’s Return, Son

Continue Reading →

David Garrity Quoted in Asia Times: Who pays Donald Trump’s US$1 trillion infrastructure tab?

David Garrity, a technology and finance analyst with capital markets experience, sees other weaknesses in Trump’s infrastructure financing plans.  He says the president’s call for public-private partnerships still faces a fierce debate in Congress over the exact share of federal and private funds to be used. Garrity notes that fiscal conservatives like House Speaker Paul

Continue Reading →

David Garrity quoted on Asia Times: Railways pose biggest challenge in Trump’s infrastructure plan

David Garrity, a Wall Street technology and financial analyst, notes the many strides the US has made in autonomous vehicles, but he warns that other factors may impede development. “Whether the US is sufficiently well-coordinated from a government-led planning standpoint to effectively integrate these technologies is another question altogether,” said Garrity, the CEO of New

Continue Reading →

Russian Propaganda and The New Normal of The Media — How Will The Market Respond?

Originally Published on Medium.com On Friday 1/6/17 three major U.S. government agencies (CIA, FBI, NSA) released a joint assessment finding the Russian government under Vladimir Putin during the 2016 U.S. Presidential campaign cycle is conducting a multi-faceted influence campaign to shape the election’s outcome. The Russian influence campaign is found to be the most aggressive

Continue Reading →