Tag Archives: appl

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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GVA’s Garrity on Bloomberg Radio: Strong Earnings, Sector Should Break Out

Listen to Replay Here 4Q16 Earnings Season Underway This Week: The U.S. technology sector reporting season kicked off last week with NFLX (Wed 1/18) and IBM (Thurs 1/19). Results from both were well-received and the companies’ shares reached new 52-week highs in response. However, the technology sector as a whole has been lagging the broader market

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Amazon, Facebook reasonably valued ahead of earnings: David Garrity on BNN

With tech earnings season getting underway this week, GVA Research Principal David Garrity joins BNN for a preview and tells The Business News why he sees Google, Amazon and Facebook valued “reasonably”. 4Q16 Earnings Season Underway This Week  The U.S. technology sector reporting season kicked off last week with NFLX (Wed 1/18) and IBM (Thurs

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David Garrity on BNN: Apple’s best days are still ahead

On the 10-year anniversary of the Apple iPhone, GVA Research principal David Garrity joins BNN to discuss the company through the years and why Apple’s best days still lie ahead of it.

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David Garrity on BNN: Highly unlikely Apple doesn’t get into virtual reality

David’s interview starts at 3 min 47 seconds. A spate of manufacturers including Samsung and Facebook are rolling out new virtual reality offerings, and David Garrity, Principal, GVA Research says it’s highly unlikely Apple doesn’t make a foray of its own. Read David’s Investopedia column on the subject: FB’s Oculus Rift Could Soon be 10%

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GVA Research on Bloomberg Radio’s “Taking Stock”: FANG Outlook for 2016

Today I joined Kathleen Hays and Pimm Fox on Bloomberg Radio to discuss the outlook for 2016, and how this week’s events will impact stock picks for 2016. Tech – Buying Opportunity Potential Limited By Currency War Prospects: Off the back of reassuring developments (e.g. positive U.S. Dec 2015 employment report, China limiting insider sales and

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GVA Research on CNBC’s Nightly Business Report: 4 Horsemen of the Nasdaq

Fifteen years ago the 4 stocks that dominated the Nasdaq were Oracle, Microsoft, Intel, and Dell. Today it’s Facebook, Google, Amazon, and Apple – these four stocks hold dominant positions in the tech sector and have been among the biggest engines driving the Nasdaq, do you see it staying this way for the foreseeable future?

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GVA Research on CNBC’s Nightly Business Report: What Lies Ahead For Apple?

This quarter the crowd is calling for EPS of $1.91 vs. Wall Street’s $1.88, signaling YoY growth of 34%. Revenues are anticipated to come in at $51.359B as compared to Wall Street’s estimate for $50.798B, a 22% growth rate – What are you looking for and why? Are you forecasting higher numbers than Wall Street?

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CNBC Asia “The Rundown” Interview: AAPL FY15Q2 Results

 Rising Importance of China, Installed iPhone Base Offers Apple Watch Sell-in Opportunity – Shares Remain Attractive To Own To read CNBC’s coverage of this interview, please see full article here. AAPL – iPhone6 Upgrade Cycle In 1Q15 Bolstered By PRC Lunar New Year, Look For Shipments To Reach 58mm With iPhone6+ Mix Driving Margins Higher:  Note

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Interview: Apple Focusing On Chinese New Year

Today I joined CNBC to discuss 4q14 results for AAPL and YHOO: Apple’s earnings: Expect Revs $67.7bn (+18% y/y), EPS $2.60 (+26% y/y) ◦ FY15Q1 (CY4Q14) results are all about the extent to which AAPL capitalized on the substantial consumer demand for the large-screen iPhone6+. Note that demand for the iPhone6+ catapulted AAPL to be

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