Category Archives: Media Coverage

David Garrity on CNBC: Is the world’s online marketplace up for sale?

Review of EBAY third-quarter earnings after the market close Going into today’s 3Q16 release, expectations were Revenues $2.2bn (+4.1% vs. prior year $2.1bn) and EPS $0.44 (+2.3% vs. prior year $0.43). The actual results of Revs $2.22 bn and EPS $0.45 were above expectations, but EBAY shares are off -7% after hours. The disappointments associated

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Is the U.S. voting system prepared for a cyber attack?

If you have any trouble viewing video above, click here. Tech – Remediation Estimates of $1bn Likely To Prove Conservative, “Critical Infrastructure” Designation Would Offer Near-term Sector Windfall: For investors looking for a broad-based approach towards participating in the potential sector windfall, consider the cybersecurity ETFs CIBR (close Fri 8/5 $17.90, -10.8% off its 52-week

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David Garrity on CNBC: Facebook’s execution is very strong

Facebook’s profit margins have expanded substantially and about 1.2 billion of monthly active users are online daily, shares GVA Research’s David Garrity.

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Corporate spending on cybersecurity to grow 10% annually

Today GVA Research’s David Garrity joined BNN to talk about cybersecurity in light of the Democratic National Committee’s email leak. Cybersecurity is now a staple and has major growth potential. Read more in the Investopedia column on the subject: Hacker Assaults on DNC Show Importance of Cyber Security  

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Google: Paving Path to Enhancing Shareholder Value Through New Corporate Structure

Recently, GVA Research was asked by Richard Waters from The Financial Times to comment on Google’s new corporate structure. An excerpt is below: Some on Wall Street read even more into the shake-up. Separating Google’s businesses under a holding company is the kind of thing that can lead eventually to breaking the company up, said

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GVA Research on Bloomberg Radio: AAPL & MSFT – Previewing June 2015 Quarter Results

Here is the full interview. Financial Snapshot: AAPL ($131.47) Rev/EPS forecast – Revs $54.0bn (+44% y/y), EPS $1.90 (+48% y/y) Valuation: P/E 14.5x FY15 EPS (0.63x PEG ratio), AAPL shares attractive as strength of product portfolio broadening with successful launch of Apple Watch. AAPL – iPhone6 Upgrade Cycle In 2Q15 Undented By PRC Stock Market Meltdown,

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Bloomberg Radio: GVA Research’s Garrity on Apple Conference, Tech Mergers

Earlier this week GVA Research joined Bloomberg radio to discuss AAPL. Thanks to Michael McKee and Kathleen Hays for having me on the show. You can listen to the replay here. Tech M&A – Not Just Acquisitions But Divestitures Too As Upturn Matures & Rates Threaten To Rise: Recent announced transactions (e.g. AVGO/BRCM $37bn, INTC/ALTR $17bn) prompt speculation

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GVA Research Coverage on CNBC: Can Apple Win The Streaming Wars?

Apple’s new music steaming service may not beat the entrenched players but it’s a crucial part of the Cupertino giant’s long-term growth story, according to experts. Apple Music has the potential to move past rivals but it needs a lift to compete with the likes of Spotify and Pandora, David Garrity, principal of GVA Research,

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CNBC Asia Interview: Enter The Apple Auto?

 Larger Addressable End Market – Could Leverage Proprietary AAPL Skill set Profitably AAPL Auto – Five Factors in Favor: The following five factors would support AAPL should the company wish to enter the automotive market: 1) $178bn in cash on hand – its financial strength derived from the profitability of its iPhone smartphone franchise provides AAPL

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Bloomberg Radio: Garrity on Cybersecurity Summit, FCC, Net Neutrality

Today I joined Kathleen Hays and Vonnie Quinn on The Bloomberg Advantage. You can listen to the replay here.  Below are some of the discussion points from the segment. 1) Internet Regulation: Historical Precedents Are Abundant & Instructive: The issues involved in the upcoming FCC decision pertain to the use, ownership and regulation of shared

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