4.6 • 854 Ratings
🗓️ 12 February 2021
⏱️ 34 minutes
🧾️ Download transcript
We make sense of a flood of tech earnings, with check-ins on recent results from Uber, Blackline, and Twitter.
Listen in for explanations on how meal delivery saved Uber's bacon in 2020, what's behind Twitter's recent surge, and how a sleepy accounting software business keeps putting up great returns.
Stocks: UBER, TWTR, BL
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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, February 12th, and we are talking about tech stocks and their earnings. |
0:32.0 | I'm your host, Stone Stone Lewis and I'm joined by |
0:33.3 | Fool.com's expert early estimator of every enterprise's earnings evidence. |
0:37.0 | Brian Feroldi, Brian, how you doing? |
0:40.0 | Doing great Dylan, great to be back again. Yep, it's nice to be back in the swing of things. |
0:45.0 | I think earning season can be hectic sometimes. |
0:48.0 | It's also really fun, right? |
0:50.0 | I mean, we ultimately when we're investing and we're looking at businesses |
0:53.2 | there are maybe four possibly one or two more events every year that meaningfully |
0:59.3 | change the direction of a business or your outlook on a business or drive what your expected value of the business the that happens related to a product or something like that. But these are really the moments where we get our check in on our businesses |
1:15.0 | and see how they're doing. |
1:16.4 | Yes, and I would actually argue that the earnings season |
1:18.3 | we're in right now is the most important one for the year, |
1:20.8 | because this is when companies kind of set their agenda for the year ahead |
1:24.4 | they give investors expectations they talk about trends so we were spoiled for choice |
1:29.8 | this week for businesses to talk about that's's right, yeah, for the most part, |
1:33.3 | we are talking, you know, businesses that have fiscal years |
1:36.5 | that line up with the calendar year. |
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