Category Archives: Media Coverage

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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Bloomberg Radio: GVA Research’s Garrity on Apple Conference, Tech Mergers

Earlier this week GVA Research joined Bloomberg radio to discuss AAPL. Thanks to Michael McKee and Kathleen Hays for having me on the show. You can listen to the replay here. Tech M&A – Not Just Acquisitions But Divestitures Too As Upturn Matures & Rates Threaten To Rise: Recent announced transactions (e.g. AVGO/BRCM $37bn, INTC/ALTR $17bn) prompt speculation

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GVA Research Coverage on CNBC: Can Apple Win The Streaming Wars?

Apple’s new music steaming service may not beat the entrenched players but it’s a crucial part of the Cupertino giant’s long-term growth story, according to experts. Apple Music has the potential to move past rivals but it needs a lift to compete with the likes of Spotify and Pandora, David Garrity, principal of GVA Research,

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CNBC Asia Interview: Enter The Apple Auto?

 Larger Addressable End Market – Could Leverage Proprietary AAPL Skill set Profitably AAPL Auto – Five Factors in Favor: The following five factors would support AAPL should the company wish to enter the automotive market: 1) $178bn in cash on hand – its financial strength derived from the profitability of its iPhone smartphone franchise provides AAPL

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Bloomberg Radio: Garrity on Cybersecurity Summit, FCC, Net Neutrality

Today I joined Kathleen Hays and Vonnie Quinn on The Bloomberg Advantage. You can listen to the replay here.  Below are some of the discussion points from the segment. 1) Internet Regulation: Historical Precedents Are Abundant & Instructive: The issues involved in the upcoming FCC decision pertain to the use, ownership and regulation of shared

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GVA Research On Bloomberg: Tech Spending and Investing in 2015

Image Source: Flickr The interview starts at 13:30 and runs to 28:30. Last week, I was interviewed on Bloomberg Radio’s “Bloomberg Advantage”. Special thanks @Kathleen_Hays and @VonnieQuin for having GVA Research on their show! 2015 Venture Capital Outlook: Following 2014 which saw the greatest amount of funding raised for start-ups since 1999, questions understandably arise as

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Interview: Raising Capital in Today’s Environment

David Garrity, Principal at GVA Research, talks with Jason Behrens, the ACE Portal General Counsel, about the evolving paradigm in today’s capital raising environment. They cover: Access to capital vis-a-vis the JOBS Act Issues of adequate due diligence The role of technology and platforms in facilitating better information disclosure and investor protections How broker-dealers are reacting

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Forbes: Why Big Blue Is Still A Big Bruise

Following my appearance on CNBC discussing IBM in 2015, Steve Denning of Forbes wrote this thoughtful piece quoting GVA Research: IBM: Why Big Blue Is Still a A Big Bruise Thanks Steve for including GVA Research in your commentary.  Here is the the link to the full article.

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