One of these Clouds Is Not Like the Other
Motley Fool Hidden Gems Investing
The Motley Fool
4.3 • 3.1K Ratings
🗓️ 25 October 2023
⏱️ 27 minutes
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| 0:00.0 | We've got more than $4 trillion worth of companies to cover, so let's get started. |
| 0:09.6 | You're listening to Motley Fool Money. |
| 0:21.0 | I'm Ricky Mulvey, joined today by Nick Cypel, live from what appears to be an empty room |
| 0:26.5 | Nick. |
| 0:27.5 | Welcome to the show. |
| 0:28.5 | We'll be here with you, Ricky. |
| 0:30.1 | As you alluded to, I'm getting ready to move next week, so my whole life is in boxes. |
| 0:34.4 | There's this array everywhere, but we'll try to remain clear-headed here for this episode. |
| 0:37.8 | Yeah, it's a stressful time. |
| 0:40.0 | Someone who's not having, I would say, a stressful morning, though, is Satya Nadella, |
| 0:43.7 | the CEO of Microsoft, because if it's hard to accelerate a cruise ship, don't tell this |
| 0:48.5 | tech company they beat expectations, growing revenue at a 13% clip to $50 billion just |
| 0:55.3 | in this quarter before we dive into the details. |
| 0:58.0 | What's your big take on it? |
| 1:00.4 | Just really how remarkable the growth story is for Microsoft. |
| 1:03.8 | You think about this as a company that's going to turn 50 years old and two years still |
| 1:08.0 | delivering the type of growth that it's putting out there into the market. |
| 1:11.0 | You just laid out there the 13% revenue growth. |
| 1:14.1 | Net income up 27% in the quarter, over $20 billion in free cash, flow, buying back, and |
| 1:20.6 | that $4.2 billion in stock, expenses growing at the slowest rate in seven years, a company |
| 1:25.9 | that's getting ready to turn 50 years old. |
| 1:27.8 | You think it would be maturing. |
... |
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