Microsoft's cloud revenue grew 27% year over year in the second quarter. Tim Cook: "This is going to be a much larger segment even at some of these reduced growth rates that we're seeing" He says long term, you could model for somewhere between 15 to 20% growth for several years.
Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book.
(00:13) Tim Beyers and Dylan Lewis discuss:
- Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided
- The slow roll of AI and how investors need to be patient with new tech efforts.
- Why Alphabet may have more good days ahead of it when the advertising market rebounds.
- The legacy of Alphabet CFO Ruth Porat
(16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps.
Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd
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