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Motley Fool Hidden Gems Investing

Big Tech Earnings Preview

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 24 October 2022

⏱️ 28 minutes

🧾️ Download transcript

Summary

Earnings season kicks into full swing with Alphabet, Meta, and Microsoft reporting this week. (:21) Dylan Lewis and Tim Beyers discuss: - Margins, pricing power, and other metrics to watch from big tech companies. - More details about Twitter's acquisition. - Why Chinese tech stocks are dropping as Xi Jingping begins his third term. The battle of research papers is on! (16:58) Tim White joins Tim Beyers to discuss the simple reason why tech giants are very interested in generating images from text prompts. Companies mentioned: MSFT, GOOG, GOOGL, META, TWTR, NFLX, AAPL Host: Dylan Lewis Guests: Tim Beyers, Tim White Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

We've got what to expect when the biggest companies in the economy report earnings this week.

0:09.5

Motley Fool Money starts now.

0:11.6

I'm Dylan Lewis, joined by Motley Fool Analyst Tim Byers.

0:24.0

Tim, how's it going?

0:25.4

It's going well, fully caffeinated, ready to go.

0:28.3

Likewise, and I'm excited to jump into it.

0:30.2

We have really the meat of earnings season.

0:32.5

We got the banks earlier, but I think we're getting into the companies that really move

0:36.5

the economy, at least as it relates to the stock market.

0:39.4

Big tech reporting earnings this week.

0:41.8

Apple, Microsoft, Meta, Alphabet, Amazon, all reporting in the next few days.

0:48.4

These are some of the biggest names in the market, and they are exposed to pretty much everything

0:52.4

that's happening in the world all the time.

0:54.7

Tim, what are you paying attention to when these companies report earnings?

0:57.8

I mean, everything, but if we have to isolate it to two big metrics, there's a couple of

1:04.6

things.

1:05.6

I want to see where they land in terms of margins.

1:11.6

Across the board, they're operating margins, they're net income margins, are they having

1:16.4

heavier losses or not, are gross margins expanding or are they declining?

1:23.2

It's not going to give us perfect insight into what the inflationary effects are, but

1:29.1

it'll give us something.

1:30.5

We believe that these companies have durable pricing power, and now we're in an uncertain

...

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