Motley Fool Money Intel’s Drop, Microsoft’s Record, MercadoLibre’s Future
Jul 24, 2020
Federico Sandler, Head of Investor Relations at MercadoLibre, highlights the company's evolution into Latin America's top e-commerce and payment platform. He discusses how MercadoLibre adapted during the pandemic and is enhancing financial inclusion. Sandler also emphasizes the vast opportunities in the region driven by changing consumer behaviors. The conversation touches on the strategic management that’s fueling MercadoLibre's growth and resilience as it navigates a rapidly evolving digital landscape.
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Intel's Struggle
- Intel's chip delays caused a 15% stock drop, the biggest in 20 years.
- This signals a struggle in their transition from a PC-centric to a data-centric company.
Microsoft's Mixed Bag
- Microsoft had record revenue, driven by cloud and gaming divisions.
- However, their advertising business is declining, and Slack filed an antitrust lawsuit.
Twitter's User Growth vs. Revenue
- Twitter's daily active users jumped, but revenue fell 19%.
- They need a long-term strategy beyond user growth, like monetization through subscriptions.