Tech: A Tale of Two Earnings

Industry Focus

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4.6 • 854 Ratings

🗓️ 27 October 2017

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

AMD and Twitter both beat expectations with their quarterly numbers, so why is the social media company flying while shares of the semiconductor company get pummeled?

FreshBooks.com/FOOL and enter MOTLEY FOOL in the “How Did You Hear About Us?” section

Transcript

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0:00.0	Thanks to Fresh Books for supporting industry focus.
0:02.4	Fresh Books is offering a 30-day unrestricted free trial to our listeners.
0:06.1	To claim it, just go to Fresh Books.com slash Fool and enter Motley Fool in the How
0:10.1	Did You Hear About a Section?
0:11.6	That's Fresh Books.com slash fool.
0:14.0	Welcome to Industry Focus, the podcast that dives to a different sector of the stock market every day.
0:20.0	Friday, October 27th, and its earning season.
0:23.0	We're going through with results from a few big tech names.
0:26.0	I'm your host, Del Lewis, and I'm joined on Skype by fool.com's Tim Green.
0:30.0	Tim, how's it going?
0:31.0	It's going pretty well.
0:33.0	A little bit of snow here in Denver,
0:35.0	but not too cold yet.
0:36.7	Not enough to shut down the roads or anything like that?
0:39.8	No.
0:41.2	Not even close, but. Yeah, I guess it's got to be pretty serious over there, but I do appreciate we tape in the morning. I appreciate you getting up early to prep with me. I know you guys are here around Mountain time there, right? Yeah, I usually wake up pretty early,
0:53.8	so this isn't too big of a deal.
0:55.9	Well, I appreciate it.
0:57.0	This is actually your first time on IF,
0:59.0	and listeners, you may recognize Tim's voice from Pitch Week.
1:02.0	He actually made the case for IBM.
1:03.7	The reason I'm bringing down the show this week, Tim, is because I want to talk about
	...

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