Category Archives: Articles and Publications

Apple needs a home run with 10th anniversary iPhone launch: GVA Research

Having trouble viewing video? Click here.   How much of a setback is it for Apple to have the information about its 10th anniversary iPhone leaked Given the fact that Apple under CEO & co-founder Steve Jobs was notorious for being secretive as to product features, it is notable that under Jobs’ CEO successor Tim

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GVA Research on Bloomberg Radio: FirstNet Will Enable First Responders To Communicate

To listen to the interview, click here. Disaster Response To Improve With First Responder Interoperability As FirstNet Operational March 2018: The present experience with the 2017 hurricane season (i.e. last month, Harvey; this month, Irma – can’t we just name the storms after climate change deniers like Donald Trump and Scott Pruitt, please) has underscored

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AI update: How Consumers Could Win When Alexa and Cortana Start Talking to Each Other

“You can call me old school but I’m very much a fan of the original Star Trek version where you would just say, ‘Computer,’” says David M. Garrity, CEO of research and consulting firm GVA Research, based in New York. “You talk to the computer and the computer responds.” Read full article here. According to G2

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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

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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

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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

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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

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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

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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

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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

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