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Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 26 October 2023

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race. (21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators. Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Add Revenue is Back, and that's Good News for Metta.
0:08.2	Motley Full Money starts now.
0:21.2	Welcome to Motley Full Money.
0:22.5	I'm Deetro Valored here with Motley Full Analyst, Asset Charma, Asset Good to See You Again.
0:27.3	Deetro is so good to see you.
0:29.1	Advertising is Back, sort of.
0:31.9	I think, if this has been such an interesting week to look at earnings on yesterday's show,
0:38.0	Ricky and Nick, they covered Alphabet, strong ad revenue, strong search revenue, strong
0:43.6	search for YouTube.
0:44.6	We've got a similar story today with Metta, gap advertising revenue of 24% year over
0:50.5	year.
0:51.5	You know, I think sometimes we get distracted by all of the other things that Alphabet
0:55.6	and Metta do, but these are still, these are ad businesses.
0:59.0	That's where the money is.
1:01.4	This is only one quarter, though.
1:03.3	How should we be thinking about this?
1:05.1	I'm happy, but I'm a little, I'm cautious.
1:08.5	How are you?
1:09.5	I think I'm cautious, too, Deetro.
1:11.6	I think this quarter reflects businesses that were previously shell shocked last year,
1:18.5	have slowly adjusted to the business environment.
1:21.0	They're spending a little more, so the caution is being cautiously pulled back.
	...

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