We call Amazon, Facebook and Alphabet/Google “non-Tech Tech” because all three are clearly Technology companies but none are actually in the S&P Technology sector. The first is in the Consumer Discretionary bucket and the latter 2 appear as the top weightings in Communication Services. Whatever you want to call these mega-cap disruptors, they have an
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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
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
David Garrity, Chief Market Strategist for Laidlaw & Co. Ltd, on Facebook’s corporate governance and the outlook for COO Sheryl Sandberg. Hosted by Pimm Fox and Lisa Abramowicz. Click here to listen to interview. Sector Pullback Only Profit-taking Or A Signal With Broader Implications? Since Fed Chair Powell’s 10/3/18 comments on neutral interest rate policy,
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
Zuckerberg’s operative principle at Facebook has been “move fast & break things”. Clearly, given the scale Facebook has attained with 1bn+ active users, this has now carries significant social implications. Can Zuckerberg with Facebook at scale act with the necessary probity and maturity required to ensure Facebook is a responsible organization? With majority voting control
To watch the replay, click here. Mueller Indictment Puts Spotlight On Social Media As Tool Of Russian Disinformation Efforts While there may be some debate as to whether the 13 individuals and 3 organizations named in Special Counsel Robert Mueller’s Fri 2/16/18 indictment will ever be brought to trial, it is nevertheless incontrovertible that the
To listen to the broadcast, click here. (Interview starts at 1 min 30 seconds). GUEST: David Garrity, CEO of GVA Research, on Facebook Inc. turning over to Congress 3,000 ads purchased by groups linked to Russia that were designed to disrupt the 2016 U.S. election.
