Big Tech, Big Payments, Big Burrito

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 28 April 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

A huge week for earnings reveals a theme for investors: bigger is better

(0:21) Matt Argersinger and Jason Moser discuss:
- Amazon's 1st-quarter revenue impressed but questions remain about AWS
- Alphabet's $70 billion share buyback plan (and 1st-quarter results)
- Visa and Mastercard beating Wall Street's expectations and providing insight into consumer spending
- The latest from Microsoft, Meta Platforms, and Chipotle

(19:11) Motley Fool senior analyst Tim Beyers talks with Jay Chaudhry, CEO of the cloud cybersecurity company Zscaler, about "zero trust" security, under-the-radar threats, and Zscaler's growing opportunity in federal government contracting.

(31:17) Matt and Jason share thoughts on UPS, advice for NFL draftees, and two stocks on their radar: Activision Blizzard and Cloudflare.

Stocks discussed: MSFT, AMZN, GOOG, META, V, MA, CMG, ZS, UPS, ATVI, NET

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Tim Beyers, Jay Chaudhry
Producer: Ricky Mulvey
Engineer: Dan Boyd

Transcript

Click on a timestamp to play from that location

0:00.0	We've got earnings from Big Tech and an insider's look at cybersecurity.
0:08.9	Motley full money starts now.
0:10.6	Everybody needs money. That's why they call it money.
0:37.1	We have a lot of money.
0:40.5	It's the Motley full money radio show.
0:41.9	I'm Dylan Lewis sitting in for Chris Hill joining me in studio.
0:45.0	Motley full senior analyst Jason Moser and Matt Argusinger.
0:47.5	Great to have you all here.
0:48.9	Hey, Dylan.
0:49.9	We have earnings from Big Tech, Big Payments and Big Burrito.
0:52.9	Thoughts on the state of cybersecurity from Zscalers, Jay Chaudry and of course stocks
0:57.4	on our radar.
0:58.9	Before we dig into the latest earnings results, I want to ask you both broadly, we're about
1:02.2	halfway through earnings season.
1:03.5	We've seen big company reports Matt, how are you feeling about what we're seeing so far?
1:07.1	You said the word Dylan big and I think that works for this earnings season.
1:11.2	It seems like the bigger you are, whether it's social media, technology, banking, the big
1:19.5	one, the big companies are winning this earnings season.
1:21.8	They've got the right balance sheets.
1:23.4	They've got the customer retention and you're seeing a lot of smaller companies who either
1:28.1	are having liquidity issues or other customer spending slow down problems.
1:33.7	That's where the damage is being laid.
	...

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