Microsoft’s Ascension, Facebook’s Metamorphosis

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 29 October 2021

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Microsoft becomes the world’s most valuable company. Amazon and Apple deal with supply chain issues. Alphabet rises on (what else?) strong ad sales. Visa gets a visit from the U.S. Department of Justice. Facebook changes its name to Meta. Atlassian hits a new all-time high. Ron Gross and Jason Moser analyze those stories, discuss the latest earnings from Starbucks, McDonald’s, Shopify, Twilio, and share two stocks on their radar: Asana and Teladoc Health. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Everybody needs money. That's why they call it money.
0:07.0	From full global headquarters, this is Motley Fool Money.
0:19.0	It's the Motley Fool Money Radio Show. I'm Chris Hill, joining me this week's senior
0:22.0	endless Jason Moser and Ron Gross. Good to see you as always, gentlemen.
0:26.0	Hey, hey, you doing Chris. We got the latest headlines from Wall Street.
0:29.0	We've got some amazing suggestions for one restaurant chain.
0:33.0	And as always, we got a couple of stocks on our radar.
0:36.0	But we begin with earnings from Behemoth Tech.
0:39.0	On Friday, Microsoft went past Apple as the most valuable company in the world.
0:45.0	Shares hit a new all-time high after revenue growth in Microsoft's first quarter was the fastest since 2018.
0:52.0	Ron Gross at this size is impressive to say the least.
0:57.0	Chris, I'm going to start the show right from the top by declaring a firing on all cylinders situation.
1:04.0	Right here, right now, you heard it here first. Really strong results.
1:08.0	I love this report, better than expected sales and earnings.
1:12.0	A company of this size, as you said, market kept 2.5 trillion, by the way.
1:17.0	Putting up really solid numbers, revenue, 22% increase, intelligent cloud sales, up 31%.
1:24.0	That server products and cloud services revenue increasing 35%.
1:28.0	And that was driven by a 50% increase in Azure.
1:32.0	That is really the growth story here.
1:34.0	That's what you should focus on as a Microsoft shareholder.
1:36.0	Microsoft now the number two cloud company with 20% market share behind Amazon with a 32% share.
1:43.0	The other two segments, productivity and business processes, which is the office commercial products and LinkedIn.
	...

Please login to see the full transcript.

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.