Tag Archives: amazon

GVA’s Garrity: Tech Investors Should Look At Apple Over Amazon

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz. GUEST: David Garrity, CEO of GVA Research and columnist at Investopedia, on Amazon disappointing, this week’s tech earnings highlights, and outlook for the sector. Listen to the replay here. AMZN 2Q17 Results Reflect Profit Margin Pressure From Heavy Investment Spending, Will Margins Expand in 2H17?: While AMZN

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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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david garrity

Garrity on Bloomberg Radio: Amazon’s Growth Boils Down to ’Alexa Listening’ #AlexaListens

Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz: David Garrity, CEO of GVA Research and columnist at Investopedia, on the tech sector, outlook for Amazon and how it could exploit its predatory pricing position. Listen to the full interview here AMZN Feeds Bottomless Appetite For Consumer Data With WFMI Acquisition, Alexa is Listening: Last

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David Garrity on BNN: Amazon Prime To Ignite Share Gains for 2016 Holiday Season, Messaging Key For Brands in 2017

2016 Holiday Shopping Trends See Broader Sales +3-4% y/y, Online +16-17% y/y: The 2016 holiday shopping season has been expected to show and is demonstrating solid growth. More broadly, retail sales are increasing +3-4% y/y due to a healthier consumer supported by key factors (i.e. stronger labor & wage market, pent-up post-election demand, more disposable income,

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Google’s new product launch about ‘gathering data’

Google is unveiling a new line of products at its launch event today, including the new Pixel smartphone and smart home assistant. GVA Research Principal, David Garrity, joins BNN to discuss this, the competition from Amazon and Apple, and why this is about gathering consumer data.

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GVA Research on Bloomberg Radio: “Taking Stock” Special Extended Market Coverage

Yesterday David joined Kathleen Hays and Pimm Fox on Bloomberg Radio’s Taking Stock’s special extended market coverage  (you can listen to the segment above). It was a good discussion. Further reading on how “Tech’s ‘Frightful 5’ Will Dominate Digital Life for Foreseeable Future” can be found in this NY Times article by Farhad Manjoo.  Header Photo

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