Eyes on the Cloud

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 25 January 2023

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: - Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter. Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to give the bull case for one of the most heavily shorted stocks of 2022. Companies discussed: MSFT, GOOG, GOOGL, TTD, KMB, BIG Host: Dylan Lewis Guests: Andy Cross, Jim Gillies Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	All eyes on the cloud at Microsoft and Alphabet gets attention from the DOJ.
0:09.5	Motleyful Money starts now.
0:15.3	Sitting in for Chris Hill, I'm Dylan Lewis and I'm joined by the Motleyful's Chief Investment
0:18.7	Officer, Andy Cross.
0:20.3	Andy, how's it going?
0:21.3	Dylan, good to see you on the start of earnings here.
0:23.7	I know, it's exciting.
0:24.7	We got some new updates on some of the companies we follow.
0:27.8	I think maybe a few companies are as heavily followed as Microsoft.
0:32.0	One of the first big tech companies to come out with earnings and one of those companies
0:36.6	you own whether or not you know that you own it, right, Andy?
0:39.1	Andy, it's so widely owned, near $2 trillion market cap and so instrumental into so many
0:45.9	parts of the world and certainly has been a big contributor to the massive growth of
0:49.8	the S&P 500 and the NASDAQ 100 over the last decade.
0:53.5	Yeah, so a lot of baited breath before they reported earnings yesterday and I think
0:58.1	surface level, when you look at the numbers, things look pretty strong to me.
1:02.1	It was a strong quarter on the real growth part of their engines, Dylan or at least I'll
1:09.3	say maybe not as terrible as people were worried about on the cloud side.
1:14.7	I think that's been the big headline.
1:18.9	Really continue weakness on the personal computing side.
1:22.1	That's where you're really seeing a lot of the weakness but the cloud business continued
1:26.0	to shape up with a pretty decent quarter.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.