Tech: Peloton, Pinterest, Roku Earnings

Industry Focus

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4.6 • 854 Ratings

🗓️ 5 November 2021

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Earlier this year, we talked about how 2020 pulled a lot of growth forward and YoY comps might be tough for tech companies.

We saw that in the results for Peloton, Pinterest, and Roku this week. But while some numbers might've been a bit disappointing for these businesses, the thesis for each is still very much in tact. We run through the quarterly numbers and explain why.

Stocks: ROKU, PINS, PTON

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.
0:23.7	Let's dive in.
0:26.7	It's Friday, November 5th, and we're talking about a bunch of tech earnings.
0:30.1	I'm your host, Dylan Lewis, and I'm joined by Fool.com's
0:32.4	eager evaluator of enterprises that exceed earnings estimates
0:36.1	Brian for Roldy Brian how's it going?
0:38.9	Dylan it's going great we got another tech earnings seasons upon us and we had an avalanche of choices for this show.
0:44.9	Yeah, I mean a lot of big moves this earning season.
0:49.3	I think one of the things that we had talked about early in the year Brian was this year
0:54.7	looking at the results that companies put up is going to be fascinating because we
0:58.6	didn't know what reopening was going to look like but we did know that a ton of
1:02.2	growth got pulled forward in 2020, and having any
1:05.8	sense of what direction these companies were going to be going in after that growth got pulled forward,
1:10.4	it was kind of like throwing darts at the point.
1:12.4	Yeah, tech investors could essentially do no wrong in 2020,
1:16.0	and there are some companies out there.
1:18.0	Many of the ones we're going to talk about seem to do know right in 2021.
1:21.0	So to your point, a whole bunch of growth that should have happened in
1:24.7	2021 got pulled forward and that is doing some wonky things to these companies
	...

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