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Motley Fool Hidden Gems Investing

Margin Game

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.33.1K Ratings

🗓️ 24 January 2024

⏱️ 27 minutes

🧾️ Download transcript

Summary

We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming. (00:21) Tim Beyers and Dylan Lewis discuss: - ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi. - Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy. - Chipotle’s preparations for “peak burrito.” (15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline.  Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz Engineers:Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

We're talking burritos and chips, but you might not want them both on your dish together.

0:09.4

Motley Full Money starts now. I'm going to. I'm Dylan Lewis and I'm joined over the airways by Motley Fool analyst Tim Byers.

0:25.0

Tim, thanks for joining me.

0:26.0

Thanks, Dylan.

0:28.0

Fully caffeinated, ready to go.

0:30.0

Love it.

0:31.0

We've got a look at the entertainment world and big results and big reactions

0:34.6

from company earnings and that's where we're going to kick things off with ASML.

0:38.4

Tim, the lynchpin of the chip industry and Europe's largest tech company posted 9% bottom line growth

0:45.1

and 30% top line growth for the quarter, sent shares up 10% this week after earnings.

0:50.1

Seems like it's a pretty good time to be in the semiconductor business.

0:54.0

Well, let's not say that.

0:56.0

I wouldn't go that far, but I would say it's a better time.

0:59.7

And it does look like things are turning, turning for the better.

1:03.7

So let's just point out that ASML did have some really good results in the business that

1:10.2

really will drive results for the longest period of time, which is the

1:14.8

EUV business. This is the more advanced chipmaking business. So when we're talking

1:20.3

about lithography, which is what ASML does, and they are the provider of

1:26.2

EUV, which is the most advanced form of lithography for making the smallest and most advanced chips.

1:34.0

So this is where we're talking about doing really advanced chip manufacturing here.

1:41.0

So in that part of the business, the EUV lithography was up 30% to 9.1 billion

1:46.7

euro sold or I guess I should say recognize revenue on 53 systems so a a big deal, but they also shipped, and this is

...

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