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MarketFoolery

Microsoft: Building & Buying

MarketFoolery

The Motley Fool

Money, Business, Motley, Business News, Stocks, News, Investing, Market, Fool

4.71.7K Ratings

🗓️ 27 October 2021

⏱️ 18 minutes

🧾️ Download transcript

Summary

Fastest revenue growth since 2018 fuels Microsoft shares to a new all-time high. Robinhood’s 3rd-quarter revenue is much lower than expected as shares fall close to their IPO price. Bill Mann analyzes those stories, discusses Twitter’s ongoing struggles as a business, and shares why Almond Joy needs to be rebranded.

Transcript

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0:00.0

It's Wednesday, October 27th, welcome to Marketfoolery, I'm Chris Hill with me today, Bill

0:07.6

Mann.

0:08.6

Good to see you.

0:09.6

Hey Chris, how are you?

0:10.6

I'm doing well.

0:11.6

I'm doing well.

0:12.6

We got the latest from Twitter, we got the latest from Robin Hood.

0:15.8

We are going to start though with big tech getting bigger.

0:19.4

Microsoft's first quarter profits were higher than expected, revenue grew 22%, which is

0:24.7

the fastest growth since 2018, shares of Microsoft up 5% and hitting a new all-time high.

0:33.3

5% is a lot.

0:34.3

5% is a lot for any company, but we were doing the math.

0:39.4

That's $100 billion.

0:40.8

$100 billion.

0:42.8

$100 billion.

0:44.8

Just conjured out of thin air.

0:48.9

But Microsoft, it's crazy how good this company is operating right now.

0:56.8

That is not just massive gains this quarter, that's 17 straight quarters of double digit

1:03.6

revenue growth.

1:04.6

And it's been accelerating, it's been getting faster and faster and faster.

1:08.3

They are growing at a rate that the tiniest of startups would kill for.

1:16.2

And it is a $45 billion revenue per quarter company right now and growing really, really

...

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