Tag Archives: TWTR

Spotify’s success comes from their focus on content: Garrity

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

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Facebook allowed ‘Russian propaganda on steroids’ – New Cybersecurity Paradigm Needed

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

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David Garrity on CNBC Asia Squawk Box: What’s important in Amazon’s earnings disappointment

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

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David Garrity Bloomberg Radio: Twitter Earnings

Today David joined Pimm Fox and Lisa Abramowicz on Bloomberg Radio to discuss Twitter. You can listen to the replay here. Tech – 1Q17 Earnings Season Underway This Week The U.S. technology sector reporting season kicked off last week with NFLX (Mon 1/17) and IBM (Wed 4/19). Results from both missed Street expectations and subsequent

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Twitter: Tank or Takeoff And The Rise of Internet Curation Engines

While TWTR’s turnaround most certainly requires greater clarity as to who will be its dedicated CEO (Jack Dorsey as CEO at both Twitter and Square is untenable, even though he is a TWTR co-founder), the challenges TWTR confronts were longer term in the making and there are distinct risks that current changes in technology may

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GVA Research on BNN: Twitter’s Growing Pains

See my Shuffle Card to view the replay. (Here’s my entire GVA Research Deck.) Twitter: user growth, ad revenue The +15% year/year user growth to 316mm driving a +61% year/year revenue growth to $502mm was a momentary pleasant surprise serving to highlight the vitality of the TWTR platform and take investor attention away from issues such as the

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