Tag Archives: david garrity

Artificial intelligence to see significant progress in 2017

BNN speaks with David Garrity, principal at GVA Research, who says innovation in artificial intelligence is poised to accelerate this year. We find out what new advancements we can expect in 2017 and what will still have to wait for another few years.  

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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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Bloomberg Radio Interview: GVA’s Garrity on Potential Advertiser Push Back on Fake News

Listen to the audio replay here. Rise of “Fake News” Compromises The Informed Electorate Necessary for Liberal Democracy: Following David’s recent column considering the recent U.S. presidential election and factors influencing the outcome and noted the rise of “fake news” in the current cycle (see: http://www.investopedia.com/news/dont-blame-big-data-pollsters-failings-aapl-googl/), while social media companies eagerly state they support the free and

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GVA Research on CNBC: Google still all about the data

The Pixel smartphone is a new endpoint to gather user information from, so Google can better target ads, says David Garrity, principal at GVA Research.

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David Garrity on CNBC: Is Apple innovating enough?

GVA Research’s David Garrity says Apple is falling behind in new technology areas such as driverless vehicle technologies and virtual reality.

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GVA Research on Nightly Business Report: A Big Week For Tech Earnings

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 scrapping circuit breakers), the burgeoning panic permeating the markets since the start of 2016 trading has momentarily dissipated and the tech sector among those advancing. The question

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GVA Research on BNN: Twitter’s Growing Pains

See my Shuffle Card to view the replay. (Here’s my entire GVA Research Deck.) Twitter: user growth, ad revenue The +15% year/year user growth to 316mm driving a +61% year/year revenue growth to $502mm was a momentary pleasant surprise serving to highlight the vitality of the TWTR platform and take investor attention away from issues such as the

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GVA Research on CNBC’s Nightly Business Report: Apple and Microsoft Earnings Announcements

Financial Snapshot: AAPL ($121.43) -FY15Q3 Rev/EPS actual – Revs $49.6bn (+33% y/y), EPS $1.85 (+44% y/y) -Valuation: P/E 13.4x FY15 EPS (0.58x PEG ratio), AAPL shares attractive as still early in major product cycles with iPhone6 and Apple Watch. AAPL – iPhone6 Shipments Fall Short Of Expectations, But Still Only 27% Of Installed Base Has

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GVA Research on BNN: Apple Falls after iPhone Shipments & Revenue miss forecasts

Here is the Card for the interview to watch it. (GVA on at 1min 50 seconds). Financial Snapshot: AAPL ($121.43) -FY15Q3 Rev/EPS actual – Revs $49.6bn (+33% y/y), EPS $1.85 (+44% y/y) -Valuation: P/E 13.4x FY15 EPS (0.58x PEG ratio), AAPL shares attractive as still early in major product cycles with iPhone6 and Apple Watch.

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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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