Highlight: “Looking at Facebook’s behavior relative to other tech competitors, Facebook has really kind of an insouciant attitude for its regulators,” Laidlaw & Company’s Chief Market Strategist @GVAResearch says. Full interview: pic.twitter.com/wnEvfkIS0p — Yahoo Finance (@YahooFinance) June 4, 2019 “Big Tech” Breakup Proposals on 2020 U.S. Presidential Election Radar Legislators’ interest in investigating and potentially
Category Archives: TV and Radio Appearances
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)
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
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
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,
