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
Tag Archives: amzn
GVA Research CEO: Alexa acting like ‘recommendation engine,’ which can drive consumers to Amazon from CNBC. AMZN Product Launch To Show Case Expanding Range Of Alexa-powered Devices To Surround Consumers With Network of “Touchpoints” In the battle beyond the browser, AMZN has previously indicated that 2018 would see the introduction of 8 devices that would
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.
David Garrity, CEO of GVA Research joins BNN live in the studio with his insights on the day’s top tech headlines SPOT IPO Opening Likely To Offer Discordant Movements With today’s direct listing IPO on the NYSE, albeit one assisted by Goldman Sachs, Spotify (SPOT) will break from the traditional IPO process in which companies
Click here to play segment (GVA Research comes on at 12 min 10 seconds) Kathleen Gaffney, co-director of diversified fixed income at Eaton Vance, talks about bond markets, investment strategy and high-yield. Shira Ovide, a Bloomberg Gadfly columnist covering technology, and David Garrity, CEO of GVA Research, discuss the domination of Amazon. Jim Harrison, CEO
Bloomberg Markets AM with Pimm Fox and Lisa Abramowicz. GUEST: David Garrity, CEO of GVA Research and columnist at Investopedia, on Amazon disappointing, this week’s tech earnings highlights, and outlook for the sector. Listen to the replay here. AMZN 2Q17 Results Reflect Profit Margin Pressure From Heavy Investment Spending, Will Margins Expand in 2H17?: While AMZN
To watch the video replay, click here. AMZN 2Q17 Results Reflect Profit Margin Pressure From Heavy Investment Spending, Will Margins Expand in 2H17?: While AMZN is at the forefront of multiple large secular trends with significant multi-year growth potential (e.g. Cloud computing: ~10% penetration now & early with large enterprise customers; Retail: ~12% online penetration with
MSFT FY17Q4 Results May Signal Turn Toward Accelerating EPS Growth: Under CEO Satya Nardella, MSFT has rationalized underperforming portions of its solution portfolio and with its rapidly expanding cloud computing offerings plus the LinkedIn acquisition is now in a strengthened secular position. From FY12 to FY15, MSFT EPS contracted at a -1% CAGR. With its
Having trouble playing video? Click here. AMZN Feeds Bottomless Appetite For Consumer Data With WFMI Acquisition, Alexa is Listening: Last week’s announcement that AMZN will acquire WFMI for $13.4bn carries implications for multiple sectors of the economy, not just high-end grocery retailing. At heart, with the WFMI transaction, AMZN is moving forward in its experimentation
