Insight2016-08-01T14:51:33-04:00
302, 2020

David Garrity: Laidlaw in the News – Tech Sector 4Q19 Results

By |February 3rd, 2020|David Garrity|

Tech - Cloud Computing Growth Remains Solid, But Quality Control Issues Threaten Tech Majors: One of the major shifts of interest to investors has been that of enterprise computing to "cloud" platforms. In this regard, there have been three major competitors - AMZN, GOOGL & MSFT. While GOOGL results won't be out until after the close Mon 10/28, the indications from AMZN (AWS 3Q19 revenues $9bn, +34.7% year/year vs. +37% y/y in 2Q19) and MSFT (Commercial Cloud 3Q19 revenues $11.6bn, +36% y/y) indicate that while cloud adoption growth is decelerating from earlier levels, it still remains quite solid. With major growth areas such as cloud computing remaining robust, the near-term prospects for the tech sector remain positive...

2201, 2020

The Laidlaw Five. Behind the Numbers.

By |January 22nd, 2020|News, Podcasts|

A BRIGHTER FUTURE Podcast Episode #1: "The Laidlaw Five" Welcome to "A Brighter Future", our new Podcast Series. In this, our very first podcast, you'll hear Richard Calhoun and David Garitty discuss Read More...

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