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
Category Archives: TV and Radio Appearances
David Garrity on Apple’s upcoming product launch and impact of President Trump’s twitter attack on Apple’s production abroad. Hosted by Pimm Fox and Lisa Abramowicz. To listen to replay, click here. AAPL Product Launch Migrates iPhone X Features To Lower Price-point Products While Upgrading Chipset If it’s September, it’s time for AAPL to introduce upgrades
Recent polling of Netflix users showed that 12% of their total viewers are not paying for the service, and it could be costing the company over $500 million per year in revenue. David Garrity, CEO of GVA Research, on the chip rout, Google creating a search engine for China, and Netflix’s account sharing problem. Hosted
David Garrity discusses second-quarter results and outlook for Tesla Inc. He speaks on “Bloomberg Daybreak: Australia.” (Source: Bloomberg) To watch the replay, click here. TSLA Turns In Mixed Quarter On Adjusted Basis, CEO Elon Musk Continues To Face Challenges After the close, TSLA modestly disappointed investors with 2Q18 results (revs $4bn (estimate $3.99bn) vs. prior year
Apple’s Tim Cook vs. Tesla’s Elon Musk from CNBC. Who Has A Better Vision For Their Company — Tim Cook or Elon Musk? With his credentials as a founder of a number of successful companies such as Tesla and SpaceX, Elon Musk has to be seen as the more visionary of the two in terms
Garrity: There’s still some clouds hanging over Facebook from CNBC. With Room To Raise 3Q18 Estimates, Look For Tech Sector To Continue To Provide Market Leadership As 2Q18 earnings season has kicked off, it is useful to quickly assess the attainability of current Street estimates in an effort to see whether analyst estimates will increase
To listen to replay, click here. With Room To Raise 3Q18 Estimates, Look For Tech Sector To Continue To Provide Market Leadership As 2Q18 earnings season has kicked off, it is useful to quickly assess the attainability of current Street estimates in an effort to see whether analyst estimates will increase following the release of results.
Click here to listen to replay. Twitter Axes 70mm Accounts As Fake, 21% Of 336mm Monthly Active Users After the justifiably incessant criticism from liberal democracies around the world, Twitter announced yesterday that it has been moving to eradicate accounts from its platform that are determined to be either automated (i.e. “bots”) or fake in
Having trouble viewing vide? Click here. Crypto-currency – Combined Market Cap Collapses 72% to $236bn from $830bn Peak As Regulatory Concerns & Operational Issues Dog Sector While Bitcoin (BTC, $6,633) is off -65% from its $19,205 peak, investors should note that the total cryptocurrency market has lost -$594bn (-72%) in value from its 2018 peak. However
David Garrity breaks down Apple’s earnings report from CNBC. No Smartphone “Super Cycle” Yet, But Operating Leverage Is Alive & Well At AAPL Off a modest +3% year/year increase in iPhone shipments to 52.2mm, AAPL delivered better than expected revenues of $61.1bn (expectations $60.9bn), a +16% year/year gain and the strongest revenue growth in more
