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Scholars Corner: Why Microsoft is Unstoppable · Earn Your Leisure

• 0:00
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 0:03
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 0:07
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 0:11
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 0:15
  Speaker 1: some of the heinous migrant criminals caught because of President
• 0:19
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 0:23
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 0:28
  Speaker 1: crossings are at the lowest levels ever recorded, and over
• 0:31
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 0:35
  Speaker 1: are here illegally, your next you will be fined nearly
• 0:39
  Speaker 1: one thousand dollars a day, imprisoned, and deported. You will
• 0:43
  Speaker 1: never return. But if you register using our CBP home
• 0:46
  Speaker 1: app and leave now, you could be allowed to return legally.
• 0:50
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 0:55
  Speaker 1: border and families will be protected.
• 0:57
  Speaker 2: Sponsored by the United States Department of Homeland Security.
• 1:00
  Speaker 3: Microsoft. Yes, so Microsoft had its earnings and it helped
• 1:08
  Speaker 3: to start tremendously. Yes, if anybody's a Microsoft holder, I'm
• 1:13
  Speaker 3: sure you saw a spike in your portfolio last week.
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  Speaker 4: Yeah.
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  Speaker 3: So, what are some some takeaways that we can get
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  Speaker 3: from Microsoft's latest developments.
• 1:25
  Speaker 2: Go ahead, you take it?
• 1:26
  Speaker 4: No, I text you, Yeah, I'll text you. Was that
• 1:28
  Speaker 4: usher raiment?
• 1:29
  Speaker 2: So I was like, there it goes.
• 1:30
  Speaker 4: My bage killed it. They killed that man. We'll talk
• 1:34
  Speaker 4: about another time. Let's just run down the line of
• 1:37
  Speaker 4: things of why.
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  Speaker 5: Right, So a lot of people will see the numbers,
• 1:40
  Speaker 5: but they have no idea why, and most times people
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  Speaker 5: don't listen. Here goes are things we talked about growth, right,
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  Speaker 5: When you want to invest in the company, you want.
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  Speaker 4: To see growth. So how did the growth look over
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  Speaker 4: this quarter?
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  Speaker 3: All?
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  Speaker 2: Right?
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  Speaker 5: So the net income rose by nine percent up to
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  Speaker 5: eighteen point three billion.
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  Speaker 4: That's a positive.
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  Speaker 5: The revenue increased by seven percent to fifty two point
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  Speaker 5: eight six billion, another positive. The productivity and business process
• 2:02
  Speaker 5: so that segment of the business which encompasses office in
• 2:05
  Speaker 5: LinkedIn rose by eleven percent.
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  Speaker 2: LinkedIn is frushing it.
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  Speaker 4: That's a bonus. Right.
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  Speaker 5: But teams, right, the Team's communication app had over three
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  Speaker 5: hundred monthly active users in the quarter, and that's up
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  Speaker 5: from over two hundred and eighty three.
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  Speaker 4: Hundred million people using teams. Not to mention that they
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  Speaker 4: said that they are going to continue to.
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  Speaker 5: Invest in cloud infrastructure, particularly in AI related expenditures. That's
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  Speaker 5: a positive because again, when we talked about Intel IBM,
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  Speaker 5: we were talking about adaptivity. How w they adjust to
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  Speaker 5: the new technology. Are they innovating in real time? We've
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  Speaker 5: seen Microsoft do it. Open AI is something they invested in. Obviously,
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  Speaker 5: we know the chat GPT space only helps the quarter.
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  Speaker 5: So when we're talking about growth, when you're talking about
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  Speaker 5: net income, you're talking about revenue, you're talking about all
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  Speaker 5: the segments that have grown. That's why you see a
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  Speaker 5: quarter like that. That's why you see your earnings report
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  Speaker 5: like that. That's why you saw the stop go up
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  Speaker 5: like that. Now, the only thing that went down slightly
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  Speaker 5: from x diectations was the cloud service, and it went
• 3:02
  Speaker 5: down from I think a thirty one percent increase to
• 3:05
  Speaker 5: twenty seven a slight decline, which is okay, it's not catastrophic.
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  Speaker 5: But there were so many other positives, which is why
• 3:12
  Speaker 5: when I text you like then she goes again, she
• 3:15
  Speaker 5: goes again, She's a beauty.
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  Speaker 6: One quarter fifty two point nine billion dollars in revenue.
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  Speaker 6: That's more than most companies are doing, like in a lifetime.
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  Speaker 6: It's one quarter, operating income twenty two point four billion.
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  Speaker 6: Net income was eighteen point three So when your comparents,
• 3:31
  Speaker 6: should I buy this stock versus another?
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  Speaker 2: Let's just see who has the most cash on hand.
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  Speaker 6: Something we've been saying to other podcasts is two recents.
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  Speaker 2: What is the net income?
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  Speaker 6: They have eighteen point three billion dollars and one quarter?
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  Speaker 2: Why would you?
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  Speaker 6: And Look teams destroys, Zoom and Slack at the same
• 3:51
  Speaker 6: time puts a lot of LinkedIn's putting a lot of
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  Speaker 6: They're the only professional social.
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  Speaker 2: Network that is still growing.
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  Speaker 6: Yeah, this company is all too perfect, and of course
• 4:02
  Speaker 6: with an investment in AI, they are on earners.
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  Speaker 4: What's up?
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  Speaker 3: Coach.
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  Speaker 7: The energy out there felt different. What changed for the
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  Speaker 7: TA today?
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  Speaker 5: It was the new game day scratches from the California
• 6:02
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• 6:04
  Speaker 4: Those games sent the team's energy through the roof?
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• 6:25
  Speaker 7: eighteen years or older to purchase late or claim.
• 6:26
  Speaker 2: It pays to be the leader.
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  Speaker 6: And they haven't even fully integrated everything from chat GPT
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  Speaker 6: four and.
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  Speaker 2: Five comes out into office.
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  Speaker 6: That's going to increase productivity, like I think Microsoft is
• 6:36
  Speaker 6: trying to increase the productivity of the GDP of America.
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  Speaker 6: You can't fight with that company. Two tech, two index,
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  Speaker 6: no stress. One of the tech and that configuration is
• 6:46
  Speaker 6: Microsoft Cloud revenue, even though it went down, was that
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  Speaker 6: twenty eight point five billion.
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  Speaker 2: Up twenty five percent year over year.
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  Speaker 4: Yeah.
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  Speaker 5: I think most people, especially like they'll think of Microsoft
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  Speaker 5: and the first thing that they'll think is like Xbox,
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  Speaker 5: and that's like such a small, small, small piece of
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  Speaker 5: the business.
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  Speaker 2: Small.
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  Speaker 4: Yeah, like these this is where the money is.
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  Speaker 5: Like, we got to really like when we dissect the company, Yeah,
• 7:12
  Speaker 5: on the service, that's what we know.
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  Speaker 2: It's only three percent of the revenue.
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  Speaker 4: It's such a small piece of the business. It's crazy, right,
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  Speaker 4: And and it's it's.
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  Speaker 5: Relevant because it's like, yeah, that is something that gauges
• 7:21
  Speaker 5: people's interest in it, Like from a younger audience. It's like, yeah,
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  Speaker 5: I can introduce Microsoft to my kids because there's an Xbox,
• 7:27
  Speaker 5: but that might be the entry. But like, no, this
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  Speaker 5: is how they make their money. These are all the
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  Speaker 5: ways that they're making it. And when you see a
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  Speaker 5: report like that, when everything has risen and the important
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  Speaker 5: categories and supportant segments, that's the company you.
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  Speaker 4: Want to invest in.
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  Speaker 6: Absolutely and ironic place, Microsoft insatias I'll perform Google. And
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  Speaker 6: while Google's in the advertising space, while they had barred
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  Speaker 6: before chat GBT became this behemoth, They've had some missteps
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  Speaker 6: and Microsoft is not like he's done an amazing job.
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  Speaker 6: Like next to Tim Cook, I think he's the second
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  Speaker 6: best CEO of this eras down cool.
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  Speaker 2: But yes and chat if you made money off Apple
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  Speaker 2: and Microsoft.
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  Speaker 6: This is the one that keeps on going and in
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  Speaker 6: about a year and a half a year break that
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  Speaker 6: high of three forty nine and should get to that
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  Speaker 6: three seventy five area. Please continue to hold if you're
• 8:15
  Speaker 6: in the call, it is doing well. I won't tell
• 8:17
  Speaker 6: your business, but job well done.
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  Speaker 4: Appreciate you, Yeah, appreciate you.
• 8:21
  Speaker 2: So Microsoft is for the long haul. Just keep buying
• 8:24
  Speaker 2: it absolutely as long as SATI is there.
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  Speaker 6: Like, I don't see is there any business services company
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  Speaker 6: that can beat them?
• 8:31
  Speaker 2: Adobe can't.
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  Speaker 6: Google currently got the solid company, slept On company. But
• 8:36
  Speaker 6: solid company slept On Yeah, matter can't. After we'll talk
• 8:40
  Speaker 6: about them money. They've done better with the cost cut
• 8:42
  Speaker 6: of measures, but there isn't a productivity suite.
• 8:45
  Speaker 2: That allows you to do more.
• 8:46
  Speaker 6: And I know what people think of Microsoft as born,
• 8:48
  Speaker 6: but they just continue to get better and better and
• 8:51
  Speaker 6: better every year. And I think the stock is actually
• 8:54
  Speaker 6: under priced. It should be in a four P fifty five.
• 8:57
  Speaker 6: Rane's performing billion dollar companies up twenty five percent of
• 9:01
  Speaker 6: today which is crazy. It's a quarter percent return crazy.
• 9:06
  Speaker 6: Twenty five ran out in three months. Unbelievable.
• 9:10
  Speaker 3: Yeah, my graduates from my school being force back. Drop
• 9:17
  Speaker 3: bag drop Mike, drop bag drop draft.
• 9:31
  Speaker 1: An illegal alien from Guatemala charged with raping a child
• 9:35
  Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador
• 9:39
  Speaker 1: accused of murdering a Texas man of Venezuelan charged with
• 9:43
  Speaker 1: filming and selling child pornography in Michigan. These are just
• 9:47
  Speaker 1: some of the heinous migrant criminals caught because of President
• 9:51
  Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States
• 9:54
  Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border
• 9:59
  Speaker 1: cross are at the lowest levels ever recorded, and over
• 10:03
  Speaker 1: one hundred thousand illegal aliens have been arrested. If you
• 10:06
  Speaker 1: are here illegally, your next you will be fine nearly
• 10:10
  Speaker 1: one thousand dollars a day, imprisoned and deported. You will
• 10:14
  Speaker 1: never return. But if you register using our CBP home
• 10:18
  Speaker 1: app and leave now, you could be allowed to return legally.
• 10:22
  Speaker 1: Do what's right. Leave now. Under President Trump, America's laws,
• 10:26
  Speaker 1: border and families will be protected.
• 10:29
  Speaker 2: Sponsored by the United States Department of Homeland Security,