Breaking Down Microsoft and Alphabet Earnings, Robinhood’s Lackluster Quarter & Informatica CEO on IPO Day
TechCheck
CNBC
4.5 • 66 Ratings
🗓️ 27 October 2021
⏱️ 44 minutes
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | I'm Carl Kintanilla. You're listening to CNBC's Tech Check. Our show is live weekdays at 11 a.m. Eastern. Listen in. |
| 0:24.8 | Good Wednesday morning. |
| 0:26.3 | Welcome to a big hour of tech check. |
| 0:28.5 | I'm Carl Kintanilla with John Ford and Dear Drubosa. |
| 0:33.5 | Earnings breakdowns on Microsoft, Alphabet, Twitter, all coming up this hour. |
| 0:38.1 | Plus Robin Hood's Crypto Crunch, why those shares are awfully close to an all-time low this morning. |
| 0:44.4 | Later on, a new name to watch in chips and AMD's surge in sales, D. |
| 0:50.3 | But we'll start with results from Alphabet and Microsoft to Microsoft Revenue grew by 22% in the quarter. |
| 0:54.1 | That's its fastest pace since 2018 with Cloud, the key driver of that growth. |
| 0:59.7 | That segment up more than 30%. And despite PC supply constraints, the company's personal computing business grew 12%. The stock currently trading at all time high levels, 323 and change. |
| 1:06.4 | We also saw very strong results out of alphabet with revenue growth of 41% year over year. |
| 1:12.9 | And while all eyes were on the potential impact of Apple's privacy changes, CFO Ruth Porrits said the new features had only a, quote, modest impact on YouTube. |
| 1:22.6 | Shares of both companies having a strong year, Microsoft and Alphabet, outperforming the S&P since January by a wide |
| 1:29.0 | margin. Carl, I heard you talking about this earlier with Jim and David, the sheer scale of |
| 1:35.3 | these numbers. I mean, when you put it in context, Google search revenue was $11 billion |
| 1:40.2 | more this year than last year at the same time. And John, it just sort of kind |
| 1:45.6 | of begs disbelief. Same with Microsoft. I mean, firing on all different cylinders. We talked |
| 1:50.4 | about cloud. We talked about PC. What about gaming, right? Heading into the holiday season. |
| 1:54.5 | Well, yeah, I think this makes perfect sense. We talked about this setup on Monday. The contrast |
| 1:59.2 | between the sort of consumerish targeted economy |
| 2:03.3 | that's affected by these iOS changes, and then the enterprise software market that's really |
| 2:08.5 | not. And Carl, I think Google is an interesting case because when you look at search, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from CNBC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of CNBC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

