To listen to the replay, click here. Old Tech Favor US Adoption Of GDPR Standards, Challenging New Tech Rivals Interesting FT article yesterday highlighting the divide within the technology sector over a call for US to adopt EU GDPR data privacy standards, a development prompted by a desire to have US federal standards in place so as to supercede
Recent Posts
Facebook earnings and outlook–and why Amazon may have the advantage in the advertising front. To listen to replay, click here. FB 4Q18 Results An Upside Blowout, But Time To Remind Management They Are Living Inside Others’ Platforms FB 4Q18 results blew past expectations (Revs $16.91bn (Street $16.39bn), EPS $2.38 (Street $2.18)) that had been tempered
Apple rises despite Q1 revenue decline from CNBC. 4Q18 Results Match Previously Lowered Expectations & 1Q19 Guidance Not Catastrophic Spells R-E-L-I-E-F R-A-L-L-Y For Market AAPL reported 4Q18 results that essentially met (Revs $84.3bn (Street $84bn), EPS $4.18 (Street $4.17)) guidance that had been cut -8% by management earlier this month. Along with 1Q19 guidance that
Apple fallout continues from CNBC. Tech – Smartphone Market Saturation & Higher Prices Slow Upgrade Cycle For AAPL, Raising Sector Concerns As To Next Innovation Wave Following AAPL’s negative December quarter pre-announcement investors have begun to doubt the prospects for continued tech sector growth as there is no readily apparent successor to the innovation wave
Netflix has good momentum into 2019, says David Garrity from CNBC. The Unwinding Of Global Supply Chains In The Face Of Protectionism Has Significant Long-term Inflationary Implications Like other global sectors, the technology sector has over time built extended global supply chains whereby components and services are procured at the highest quality and lowest price made
AAPL Announces $1BN Expansion Of Austin, TX Operations, A Response To Trump “America First” Edict? As part of a series of domestic capacity expansion announcements, AAPL indicated earlier today that it will spend $1BN over the next 3 years to expand its operations in Austin, TX to build a new campus housing 15,000 employees. Other
The tech industry needs to engage the US policy environment, says Facebook policy advisor from CNBC. David Garrity, who is chief market strategist for Laidlaw & Co. and appeared on the segment with Ghosh, argues it would “pay dividends down the road” if U.S. regulations mirror standards in Europe. The European Union’s General Data Protection Regulation,
David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook’s corporate governance and the outlook for COO Sheryl Sandberg. Hosted by Pimm Fox and Lisa Abramowicz. Click here to listen to interview. Sector Pullback Only Profit-taking Or A Signal With Broader Implications? Since Fed Chair Powell’s 10/3/18 comments on neutral interest rate policy,
1) What are your thoughts on Zuckerberg’s comments on not stepping down as chairman and showing support to Sheryl Sandberg? While institutional investors are well-aware of Mark Zuckerberg’s impregnable control over Facebook governance through his ownership of super-voting shares that give him the ability to fire the entire board of directors along with his sole right
Wall Street’s expectations for FAANG stocks too high, says tech analyst from CNBC. When Growth Slows & Profit Margins Narrow, Share Prices Plummet, Especially As The Fed Tightens With this morning’s 3Q18 U.S. GDP report of +3.5% growth locking the Fed into tightening interest rates further in 1Q19, high duration securities (i.e. high P/E, no-yield
