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Motley Fool Hidden Gems Investing

Reckless Earnings Predictions: ZM, BBY, DE

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 24 November 2025

⏱️ 23 minutes

🧾️ Download transcript

Summary

We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere & Co. (reports tomorrow morning). Rick Munarriz, David Meier, and Tim Beyers: - Forecast a “miss, beat, or beat and raise” for ZM, BBY, and DE earnings reports this week. - Look at the potential growth drivers for each. - Play another round of Faker or Breaker with three stocks stuck in turnarounds - are they in dark clouds we can see through? Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone! Companies discussed: ZM, BBY, DE, AI, HNST, YELP Host: Tim Beyers Guests: Rick Munarriz, David Meier Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

In the market for some reckless earnings predictions, you've come to the right place.

0:09.5

You're listening to Motley Fool Money.

0:20.8

Welcome, Fools. I'm your host, Tim Byers, and with me our longtime fools, Rick Bionares, Dave Meyer.

0:26.6

Fellas, how we doing? Fully caffeinated? Good weekends? Yes and yes. Yes to all.

0:33.1

All right. Today we're going to be making some reckless earnings predictions for three stocks reporting this week. Zoom communications.

0:41.3

Best Buy. So Zoom, ticker ZM, Best Buy, ticker B, B, B, Y, and Deering Company, ticker, DE.

0:48.9

Zoom will likely have reported by the time you're listening to this. So please leave us a comment to let us know

0:54.5

how well or poorly we did. Now, let's get into it. The reckless predictions game is going to be

1:01.5

pretty simple here. And we're going to start with, I'm going to give you the numbers we've got

1:08.1

for what we should expect for each of these companies. And you guys are

1:12.4

going to tell me, is it going to be a miss? Is it going to be a beat? Or is it going to be a beat

1:17.4

and raise? And starting with Zoom, which again reported this afternoon, consensus is $1.21 billion

1:26.4

for revenue. And earnings per share, the consensus is $1.21 billion for revenue, and earnings per share, the consensus is $1.43

1:31.6

of share on a non-gap basis. So, Rick, and Dave, Rick, starting with you, miss, beat, or

1:40.0

beat and raise? Yeah, so I'm going to go with a beat and raise on this one, and I guess I'll explain it later, but I think you just want me to say beat and raise right now, so I'm going to go with a beaten raise on this one. And I guess I'll

1:44.6

explain it later, but I think you just want me to say beat and raise right now. So we're going to, we're going to get into it, Dave. How about yourself? I'm going with beat. Going with beat. All right. I think I'm going to want you to explain first here, Dave. No, just to beat, no raise. yeah so looking back at the last, I don't know, 10 to 12 quarters, they have beaten the revenue,

2:06.3

they've beaten their numbers each time.

2:09.6

And so to me, what I see, I see a little sandbagging.

2:15.1

I was just going to say, all right?

2:16.7

Because they're not big beats, but they are, they are ahead of what

2:21.3

management has been guiding. So clearly they know how to play this game, if you will.

2:26.9

But, yeah, so that's why I say beat. I don't know enough to say, you know, if they'll continue

...

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