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Motley Fool Hidden Gems Investing

The Trillion-Dollar Sleeper

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 26 April 2019

⏱️ 40 minutes

🧾️ Download transcript

Summary

Microsoft’s market cap crosses the trillion-dollar mark as shares hit an all-time high. Amazon reports its most profitable quarter ever. Facebook surprises, but in a good way. And Uber and Slack get ready for their public debuts. Analysts Andy Cross, Emily Flippen, and Jason Moser discuss those stories and dig into earnings from Comcast, Domino’s, PayPal, Starbucks, and Twitter. Plus, CNBC’s Becky Quick talks Warren Buffett and previews the Berkshire Hathaway annual meeting. Thanks to Molekule for supporting our channel.  Get $75 off your first order at http://www.molekule.com code fool75. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

This week's Motley Full Money is brought to you by Molecule. Molecule is reimagining the future of clean air,

0:05.3

starting with the air purifier. For $75 off your first order, visit Molecule.com.

0:11.0

That's mole.ukle.com and use the promo code full75.

0:21.8

Everybody needs money. That's why they call it money.

0:30.0

Get them to the present. Be the future.

0:33.0

From full global headquarters, this is Motley Full Money.

0:36.5

It's the Motley Full Money Radio Show. I'm Chris Hale joining me in studio this week.

0:39.9

Senior analyst Jason Moser, Andy Cross and Emily Flippin. Good to see you as always.

0:44.3

Hey Chris. If you've got the latest headlines from Wall Street, we will preview the Berkshire

0:48.0

Hathaway annual meeting with our guest Becky Quick and as always we're giving inside look at the

0:52.2

stocks on our radar. But we begin this week with the biggest company in the public markets.

0:57.6

Shares of Microsoft hit an all time high this week after a strong third quarter report.

1:02.5

And for a brief time on Thursday, the company's market cap cleared the $1 trillion mark.

1:08.3

It closed just under that. But Andy, Microsoft's evolution under the leadership of Sathya Nandela

1:14.9

really has been incredible. It's been fantastic. This quarter just top continues to show that

1:19.4

emphasis. Revenue is up 14% earnings per share of 20% free cash flow of 19% and really Chris,

1:26.6

the theme of the push to the cloud for Microsoft and what Sathya has done at this company continues

1:31.8

to show in the results with their intelligent cloud sales up 22% driven by the commercial cloud,

1:38.8

which is their office 365 commercial and their Azure business linked in commercial. That is now

1:45.4

represented about a third of their business. Gross margins of 63% versus 58% a year ago.

1:53.2

The Azure business itself was up more than 70% versus up about 76% last quarter.

1:58.6

Now that was down from 93% a year ago, but still this exceptional growth as Microsoft makes

...

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