Investing Insights: Microsoft & Watsco Earnings Analysis with Fiscal AI

The Investing for Beginners Podcast - Your Path to Financial Freedom

Andrew Sather

Investing, Business

4.1 • 1.5K Ratings

🗓️ 7 August 2025

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

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Summary

Join Andrew and Dave on the Investing for Beginners podcast as they dive into the latest earnings reports of Microsoft and Watsco using Fiscal AI. They discuss key performance metrics, industry trends, and potential concerns, providing a comprehensive overview to help investors stay informed and make better decisions. Don't miss this episode for a quick catch-up on these major companies and see how Fiscal AI can streamline your investment analysis. 00:00 Welcome and Introduction 00:43 Analyzing Microsoft's Performance 02:47 Microsoft's Financial Metrics and AI Impact 04:26 Concerns and Future Outlook for Microsoft 09:40 Comparing Cloud Giants: Microsoft, Google, and AWS 20:01 Evaluating Watsco's Recent Performance 22:15 Watsco's Financial Health and Market Position 33:10 Final Thoughts and Wrap-Up Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening. Today’s show is sponsored by: Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to start selling with Shopify today. Squeeze the most out of your Summer with Liquid I.V. Tear. Pour. Live More. Go to ⁠⁠⁠⁠⁠LIQUID-IV DOT COM⁠⁠⁠⁠⁠ and get 20% off your first order with code INVESTING at checkout. Leesa has a lineup of beautifully crafted mattresses tailored to how you sleep – without the luxury price tag. Go to ⁠Leesa.com⁠, promo code INVESTING for 25% off mattresses PLUS an extra $50 off. What do Dave and Andrew recommend? Our #1 recommended stock research platform is FinChat (now Fiscal.ai). Get 2 weeks access for free using our link (no card required): ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/ifb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Have questions? Send them to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠newsletter@einvestingforbeginners.com ⁠ SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tunein Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I love this podcast because it crushes your dreams and getting rich quick.
0:05.7	They actually got me into reading stats for anything.
0:08.1	You're tuned in to the Investing for Beginners podcast.
0:11.9	Led by Andrew Sather and Dave Ahern.
0:15.4	Step-by-step premium investing guidance for beginners.
0:18.7	Your path to financial freedom starts now.
0:22.8	Start now.
0:27.7	All right, folks, welcome to investing for beginners podcast.
0:36.0	Today, Andrew and I, we've been on vacation a little bit. So we're going to use Fiscal.A.I today to help us get caught up on some companies. So we haven't really been paying a whole lot of attention to the market, which it can be a good thing. It can be freeing. Try it sometime. It's actually a wonderful experience. But Andrew and I thought we would talk through some of the companies that are in his portfolio. And we're going to use fiscal.a.I today to kind of get caught up on how those companies are doing. Some of them, a few have had recent earnings calls and a few have had a little more distant time. But still, it's a great experience. And you can kind of see how we can use this platform
1:11.1	to get caught up quickly. So with that, let's start talking about companies. I think the first
1:15.7	one on the agenda is Microsoft. Yeah, Microsoft. Everybody wants to hear it, right, because of
1:22.3	AI and what's going on with AI and how does Microsoft sit? Because if you look at the way that they sit in the ecosystem,
1:30.4	they're one of the cloud computing companies, AWS, Microsoft, and Google Cloud. I almost
1:38.5	forgot that one. And so as these companies spend on AI, they need this compute.
1:46.4	Microsoft's been making a killing.
1:48.2	So I'm pulling them up on fiscal, and I'm going to see segments and KPIs and just kind of see where we are from a quarter to quarter basis.
2:00.2	And I know that they just did the 10K.
2:04.8	And so the quarterly numbers are there.
2:08.6	And also so that means the annual numbers are there as well.
2:11.9	Maybe I start with the investor relations page.
2:17.3	So we can go, and I think we talked about this maybe a month ago.
2:21.7	You can go and you can click in the individual transcript and you can get the AI summary.
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