Earnings Season Is in Full Swing, and Figma's IPO Is Right Around the Corner

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🗓️ 24 July 2025

⏱️ 24 minutes

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Summary

Matt Frankel, Tom Gardner, Jon Quast, and Jonathan Wilder discuss: - Earnings disappointments from Tesla and Chipotle - AI-powered growth from Alphabet and ServiceNow - IBM's surprisingly strong AI business - Figma's upcoming IPO Companies discussed: TSLA, CMG, GOOGL/GOOG, IBM, NOW Host: Matt Frankel Guests: Tom Gardner, Jon Quast, Jonathan Wilder Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Google is spending even more than expected on its AI infrastructure, and Chipotle
0:09.6	had a so-so second quarter.
0:11.8	Mali pool money starts now.
0:19.0	I'm Matt Franklin. I'm joined by my fellow longtime analyst, John Kwas, as well as the Motley
0:25.7	Fool's co-founder and CEO, Tom Gardner. Later in the show, we're going to be joined by
0:29.4	Fool.com analyst Jonathan Wilder. Today, we're going to look at some recent earnings from Tesla,
0:33.4	Chipotle, Alphabet, service now in IBM. And a little bit later, we are going to
0:38.0	look at the Figma IPO that is coming up real soon. First, we're going to put Tesla's
0:42.3	results under the microscope. So it wasn't a big surprise, but Tesla reported a really weak
0:49.1	second quarter. Automotive revenue was down 16% year every year. The company has been
0:53.7	losing EV market share to traditional automakers like GM.
0:57.0	Some will say that Tesla's long-term thesis is about a whole lot more than vehicle sales.
1:01.0	John, what are your thoughts on this?
1:04.0	Look, Matt, I think if you're buying Tesla stock today, you're not buying for the next year.
1:09.0	You are looking for the next decade. And so, look,
1:13.3	the report, it's shocking to see its primary revenue generator. Cars have a 16% drop. For
1:19.5	any other company, this would be all-out panic. But, you know, a lot of people say this is just
1:25.5	vehicle sales for Tesla. and first and foremost of those
1:27.9	would be CEO Elon Musk. He says on the earning call, you know, everything with this business
1:33.2	comes down to one word, and that's autonomy. So the idea is this company will make far more money
1:38.2	in the future with its self-driving software, with its robot taxis, with its optimist robot, all
1:43.7	that is autonomy, and that's really
	...

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