Google Banks Ads, Chipotle Eyes Mexico

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 25 April 2025

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom. (00:21) Jason Moser and Asit Sharma discuss: - Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens. - Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis. - Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical. (19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks. (34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe. Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE. Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, Malcolm Ethridge Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Got a look at big ads and big burrito.
0:07.4	This week's Motleyful Money radio show starts now. Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.2	but you can give them to the pros and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money Radio Show. It's the Motley Fool
0:40.9	Money radio show. I'm Dylan Lewis. Joining me over the Airwaves, Motley Fool senior
0:43.8	analyst Jason Moser and Asset Sharma, Fools. Great to have you both here.
0:48.1	Hey, hey, hey, Dylan. We've got earnings with the side of guac, some recession-resistant stocks, and of course,
0:54.7	stocks on our radar this week. We're going to kick off with some quarterly updates from
0:58.3	Alphabet and Tesla. Osset, for right now at least, the ads are all right. Google Parent Alphabet
1:05.1	reporting better than expected results this week. They're the first of the big tech companies
1:09.6	to report, our first look at the big health of ads and cloud markets. What are you seeing in the results?
1:16.1	I mean, Dylan, but for one legal wrinkle that we'll get to, results are great to me. I mean, Alphabet added about $10 billion to its top line in the first quarter of the year to $90 billion.
1:29.5	That's a 12% increase versus last year.
1:33.9	Also, just looking at operating margin, very healthy, 34%.
1:39.1	The company also grew its net income by about 46% to 35 billion bucks. These are big numbers.
1:46.7	What happened to all this competition from AI that was supposed to take out Google search?
1:51.6	Well, it hasn't really materialized. The advertising business was pretty healthy. Dylan,
1:56.9	it grew about eight and a half percent to $67 billion this quarter. And one of the things we're seeing
2:03.7	is that Alphabet is doing a good job of using generative AI and those AI search results
2:09.7	to keep people interested in that platform. And it's also helping advertisers reach customers
	...

Transcript will be available on the free plan in 21 days. Upgrade to see the full transcript now.

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.