Tag Archives: aapl

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,

Continue Reading →

CNBC Asia Interview: Will Apple Music be a threat to Spotify?

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 that parts of the technology sector are set to experience a wave of consolidation as secular growth slows, costs of competing increase and profit margins contract. With interest

Continue Reading →
cnbc squawk box david garrity

CNBC “Squawk Box” Interview: AAPL Investment Discussion

Market Cap Breaks $700bn – iPhone6 Upgrade Cycle Expected To Boost $130bn Shareholder Value Program – Shares Attractive: Yesterday I joined CNBC’s “Squawk Box” to talk about AAPL. Thanks to Michelle Caruso Cabrera, Andrew Ross Sorkin and Scott Wapner for having me on. Discussion Points: 1) Swiss Franc Denominated Debt Attractive For Top-rated Corporate Issuers,

Continue Reading →