4.6 • 854 Ratings
🗓️ 8 June 2021
⏱️ 50 minutes
🧾️ Download transcript
For many investors, Vimeo is associated with a half-baked attempt to usurp Alphabet’s ubiquitous YouTube. However, now that Vimeo has hit public markets, it has a bigger plan: becoming a software service for the masses. Join analysts Emily Flippen and Asit Sharma as they break down this old name and its new business.
Stocks: Vimeo (VMEO), InterActiveCorp (IAC), Alphabet (GOOG)
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| 0:00.0 | Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day. |
| 0:11.0 | I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today |
| 0:16.0 | we're talking financials. Today we're talking consumer goods. Wild Card Wednesday. |
| 0:20.4 | And we're talking energy. And today we're talking tech. |
| 0:23.0 | Let's dive in. |
| 0:24.0 | Welcome to Industry Focus. |
| 0:29.0 | Today is Tuesday, June 8th, and I'm the host of this episode, Emily Flippin. Today I am joined by a Motley Fool |
| 0:35.0 | senior analyst to Osset Sharma as we take a look at YouTube's weird failing younger |
| 0:40.6 | cousin, at least that's how I imagine this business. That's Vimio. |
| 0:45.0 | Ocett, thanks for joining. |
| 0:46.7 | Emily, thank you for having me. Very excited to talk about a video company in general. |
| 0:52.4 | I'll tell that story in just a bit. |
| 0:54.0 | I feel like I shouldn't say anything because I've been getting away with it for so |
| 0:59.2 | long but I have to say to set the offset. |
| 1:04.4 | This is a stretch. This is a consumer goods stretch. |
| 1:06.4 | I'm aware, but this is also a really interesting business |
| 1:10.2 | that has some consumer facing aspects to it that I think is important to chat about. |
| 1:15.0 | Nobody else was planning on chatting about it. |
| 1:18.0 | Austin, I know you did a lot of research on this business, so I felt like we just had to chat about it today. I apologize to everybody who was tuning in expecting a retail rundown. |
| 1:28.0 | I promise at some point in the near future I'll get back to defining consumer goods with a more strict lens. |
| 1:34.4 | Yeah, I think that this is a company that several years ago had a very consumer facing front. |
| 1:42.0 | We can talk about its history a bit as a competitor to |
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