Security, Sports, and Skiing

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 28 May 2025

⏱️ 18 minutes

🔗️ Recording | iTunes | RSS

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Summary

Forget tariffs, earnings season rolls on! Jason Moser and Matt Argersinger discuss: Okta's good quarter versus the market's glass half-empty reaction. Dick's Sporting Goods brings the goods, though the acquisition of Foot Locker leaves some questions. Vail Resorts has new "old" leadership, but will it be enough? Companies Discussed: OKTA, MSFT, DKS, MTN Host: Jason Moser Guest: Matt Argersinger Producer: Mary Long Engineer: Rick Engdahl 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. 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	Hi, this is Ava from Vanta.
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0:21.5	or a growing enterprise managing vendor risk, Banta makes it quick, easy and scalable,
0:26.4	and I'm not to say that because I work here. Get started today at banta.com.
0:35.3	We've got security in sports. You're listening to Motley Full Money.
0:44.4	Welcome to Motley Full Money. I'm Jason Moser. And joining me today is senior analyst and
0:48.5	dividend aficionado, Matt Arbor. Thanks for being here, man. Yeah, you bet, Jason. Thanks for having me.
0:53.6	Well, we've got an earnings stacked show today.
0:56.2	We're going to talk about Dick's sporting goods as well as Vail Resorts.
0:59.7	But we'll begin with Identity Solutions expert, Octa.
1:03.1	The company reported earnings yesterday after the market closed, and the stock is down, Maddie,
1:07.3	on what seems like a pretty solid report.
1:10.6	Well, Jason, that's what double-digit revenue
1:12.1	growth, record of profits, and reaffirming fully your guidance will get you this earning season.
1:16.9	Double-digit down to hit your stock. Now, the stock is down sharply, but it actually is just
1:22.2	back to levels we saw at the end of March, less than two months ago. I think it hit like a post-2020 bare market high
1:29.5	recently. So the stock has been on absolute terror. I don't think investors should get worried
1:34.0	here. I don't follow the company as closely as other analysts here at the full. But I think
	...

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