Click here to listen to replay. Whoever Builds The 5G Platform First Sets The Standards And Thus The Rules Of The Game Published in 2015, the same year the PRC State Council laid out the “Made in China 2025” Plan (MIC2025) under which China would become a global powerhouse in ten high-tech fields from artificial intelligence (AI)
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To listen to replay click here GOOGL Results Show Slowing Core Online Ad Business, Investors Flee Shares As Profit Doubts Grow The 1Q19 results for GOOGL fell well short of expectations (Revs $36.3bn (Street $37.3bn), EPS $9.50 (Street $10.17)) as revenue growth slowed to +17% year/year (4Q18 +22%, 1Q18 +26%), a performance that prompted an
David Garrity talks about Amazon.com Inc. results and outlook. The company reported quarterly profit that exceeded analysts’ estimates. Still, the e-commerce giant’s forecasts for the current quarter fell short of projections Garrity speaks on “Bloomberg Daybreak: Australia.” Click here for full video replay. AMZN Results Show Record Earnings Generation Despite Slowing Sales Growth The 1Q19
To listen to replay, please click here. Up To $100bn In Capital To Be Raised Through 2019 IPO Wave With markets on a calendar year basis appearing robust on the heels of the recovery from the Christmas Eve 2018 low, the IPO calendar has become quite active with offerings either filed or expected to be
Video replay from CNBC. “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar Last Friday 3/8/19 Senator Elizabeth Warren (Democrat, MA) as part of her 2020 Presidential election bid put forth a proposal that would result in substantial controls and possible break-up being imposed on tech companies with revenues in excess of $25bn with
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
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
