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Industry Focus

Tech: Palantir, DataDog, The Trade Desk

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 12 November 2021

⏱️ 23 minutes

🧾️ Download transcript

Summary

We try and keep up with tech earnings and check-in on three companies we regularly talk about -- Palantir, DataDog, and The Trade Desk.

Tune in for a breakdown on how commercial revenue is poised to become a bigger part of the pie for Palantir, how DataDog keeps cruising along, and why ad tracking concerns shouldn't faze Trade Desk shareholders.

Stocks: TTD, DDOG, PLTR

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

0:20.4

And we're talking energy. And today we're talking tech. Let's dive in.

0:25.0

It's Friday, November 12th, and we're talking about a bunch of tech earnings.

0:30.0

I'm your host, Dylan Lewis, and I'm joined by Fool.com's Shy showman of so-so stock selection, Brian Veroldy.

0:36.7

Brian, how's it going, man?

0:38.4

Dylan, it's going great and we got another action-packed earning show here.

0:42.1

Unlike last week, spoiler alert, we have some good earnings to talk about.

0:46.0

We have some good earnings. I think a lot of stuff to be excited about and we're going to get into it, but I think generally

0:52.4

we're looking at strong results from all the companies we talked about

0:55.4

The market reaction for some of these businesses did not mirror what we saw in the results for these companies that happened sometimes

1:01.8

Yeah, this is why we always say watch the business not the stock.

1:05.7

Watch the business not the stock.

1:07.2

If you just like that the stock reaction, especially around earnings times, there's always

1:11.1

so many factors that go into moving the stock price up and down,

1:14.6

but if you focus on the business, that's what matters in the long term.

1:18.6

So we've got results from Data Dogg, we've got results from Palentier, and we've got results from the Trade Desk.

1:26.0

Three businesses that I think a lot of folks are probably pretty familiar with in the

1:28.8

fool universe, but we'll run through, give a quick update on what's going on with the businesses and of course what they do just make sure we're not leaving anybody behind

1:35.8

Brian let's kick things off with data dog this is a business that if you haven't been paying attention to wow wow, up into the right, absolutely ridiculous performer since coming

1:45.6

public.

...

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