Amazon's Secret Weapon

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 24 April 2015

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Starbucks serves up a new all-time high. And Amazon and Microsoft find big profits in the cloud. Our analysts discuss those stories and delve into earnings news from Chipotle, Google, and 3D Systems. Plus, CNBC journalist Becky Quick previews the upcoming Berkshire Hathaway annual meeting. To get a copy of our e-book on Warren Buffett, just email [email protected].

Transcript

Click on a timestamp to play from that location

0:00.0	Everybody needs money. That's why they call it money.
0:07.0	From full global headquarters, this is Motley Fool Money. It's the Motley Fool Money Radio Show. I'm Chris Ellin joining me in studio this week for Million Dollar Portfolio, Jason Moser and Matt Argusinger and for Motley Fool Deep Value Ron Gross. Good to see you as always, gentlemen.
0:12.0	We've got the latest results from Wall Street. Becky Quick from CNBC will give us a sneak preview of the upcoming Berkshare Hathaway Annual Meeting.
0:19.0	And as always, we'll give you an inside look at the stocks on our radar.
0:23.0	We've got a lot of money. We've got a lot of money. We've got a lot of money. We've got a lot of money. We've got a lot of money.
0:28.0	We've got a lot of money. We've got a lot of money. We've got a lot of money. We've got a lot of money. We've got a lot of money.
0:33.0	We've got a lot of money. We've got a lot of money. We've got a lot of money. We've got a lot of money. We've got a lot of money.
0:39.0	And as always, we'll give you an inside look at the stocks on our radar.
0:42.0	But we begin this week with one of the biggest companies out there and that is Google.
0:46.0	First quarter revenue came in north of $17 billion. And that was still Ron Gross lower than Wall Street was expecting.
0:55.0	But Shares still up around 7%. What's going on here?
0:58.0	I think there's a lot to like about this report actually. I was encouraged.
1:02.0	Paid clicks up 13% expenses under control. It's very important. You still continue to see the cost per click come down.
1:12.0	And I think where the 14th consecutive quarter where we've seen that happen.
1:16.0	Now what's important here is that the company went out of their way to say this is not just because of the move to mobile that we've been seeing over the last several years.
1:25.0	It's also the direct result of the growth in YouTube. The really tremendous growth in YouTube and adds on YouTube cost less than they do elsewhere.
1:34.0	So the average cost of an ad comes down. But it is exciting to see that growth in YouTube nonetheless.
1:41.0	And it's going to be a very big business at some point. They could be profitable right now if they wanted to be, which is a funny thing to say.
1:48.0	But they continue to invest in the business. So we're not there yet.
1:51.0	Yeah, we're not there yet. But I think we are at the point where, you know, Mattie, when they first bought YouTube for I think about $1.6 billion.
1:59.0	That's just obscene, by the way.
2:01.0	There were some people sort of skeptical of the business model. I don't think anyone skeptical.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.