Microsoft and Alphabet’s Cash Stacks

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 26 July 2023

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

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Summary

Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book. (00:13) Tim Beyers and Dylan Lewis discuss: - Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided - The slow roll of AI and how investors need to be patient with new tech efforts. - Why Alphabet may have more good days ahead of it when the advertising market rebounds. - The legacy of Alphabet CFO Ruth Porat (16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps. Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got the scoop on Big Tech's single-digit growth.
0:08.2	Motleyful Money starts now.
0:10.6	I'm Dylan Lewis and I'm joined over the air waves by Motleyful and analysts Tim Byers.
0:17.4	Tim, thanks for joining me.
0:18.8	Thanks Dylan.
0:19.8	Fully caffeinated, ready to go.
0:21.3	I'm excited that you're caffeinated.
0:22.8	We're going to need that caffeine.
0:23.9	We have Big Tech earnings.
0:24.9	That means some big reactions.
0:26.6	Yeah.
0:27.6	We'll go in on the big companies today because we have results from Microsoft and Alphabet
0:32.4	kicking off the run of the tech giants given their updates.
0:35.4	Tim, that means we're talking cloud.
0:37.0	We're going to talk AI.
0:38.2	Maybe talk a little bit about some leadership changes at these big tech companies.
0:41.7	So you're saying we're playing Buzzword Bingo.
0:43.7	It's what you're telling me.
0:45.0	We have to.
0:46.0	Yeah, get out your cards listeners.
0:47.0	It's one of those episodes.
0:48.4	Tim, why do we talk a little bit about Microsoft to kick things off?
	...

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