1 00:00:00,040 --> 00:00:03,600 Speaker 1: An illegal alien from Guatemala charged with raping a child 2 00:00:03,680 --> 00:00:07,480 Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador 3 00:00:07,720 --> 00:00:11,840 Speaker 1: accused of murdering a Texas man of Venezuelan charged with 4 00:00:11,920 --> 00:00:15,840 Speaker 1: filming and selling child pornography in Michigan. These are just 5 00:00:15,920 --> 00:00:19,680 Speaker 1: some of the heinous migrant criminals caught because of President 6 00:00:19,720 --> 00:00:23,320 Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States 7 00:00:23,320 --> 00:00:28,120 Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border 8 00:00:28,160 --> 00:00:31,680 Speaker 1: crossings are at the lowest levels ever recorded, and over 9 00:00:31,760 --> 00:00:34,960 Speaker 1: one hundred thousand illegal aliens have been arrested. If you 10 00:00:35,040 --> 00:00:38,920 Speaker 1: are here illegally, your next you will be fined nearly 11 00:00:39,000 --> 00:00:43,000 Speaker 1: one thousand dollars a day, imprisoned, and deported. You will 12 00:00:43,040 --> 00:00:46,680 Speaker 1: never return. But if you register using our CBP home 13 00:00:46,720 --> 00:00:50,120 Speaker 1: app and leave now, you could be allowed to return legally. 14 00:00:50,479 --> 00:00:55,240 Speaker 1: Do what's right. Leave now. Under President Trump, America's laws, 15 00:00:55,400 --> 00:00:57,840 Speaker 1: border and families will be protected. 16 00:00:57,920 --> 00:01:00,000 Speaker 2: Sponsored by the United States Department of Homeland Security. 17 00:01:00,280 --> 00:01:08,080 Speaker 3: Microsoft. Yes, so Microsoft had its earnings and it helped 18 00:01:08,080 --> 00:01:12,920 Speaker 3: to start tremendously. Yes, if anybody's a Microsoft holder, I'm 19 00:01:13,000 --> 00:01:16,039 Speaker 3: sure you saw a spike in your portfolio last week. 20 00:01:16,319 --> 00:01:17,000 Speaker 4: Yeah. 21 00:01:17,400 --> 00:01:21,080 Speaker 3: So, what are some some takeaways that we can get 22 00:01:21,080 --> 00:01:24,080 Speaker 3: from Microsoft's latest developments. 23 00:01:25,319 --> 00:01:26,120 Speaker 2: Go ahead, you take it? 24 00:01:26,560 --> 00:01:28,560 Speaker 4: No, I text you, Yeah, I'll text you. Was that 25 00:01:28,720 --> 00:01:29,240 Speaker 4: usher raiment? 26 00:01:29,319 --> 00:01:30,400 Speaker 2: So I was like, there it goes. 27 00:01:30,440 --> 00:01:34,440 Speaker 4: My bage killed it. They killed that man. We'll talk 28 00:01:34,480 --> 00:01:37,679 Speaker 4: about another time. Let's just run down the line of 29 00:01:37,720 --> 00:01:38,399 Speaker 4: things of why. 30 00:01:38,480 --> 00:01:39,960 Speaker 5: Right, So a lot of people will see the numbers, 31 00:01:40,000 --> 00:01:42,039 Speaker 5: but they have no idea why, and most times people 32 00:01:42,040 --> 00:01:44,600 Speaker 5: don't listen. Here goes are things we talked about growth, right, 33 00:01:44,640 --> 00:01:46,360 Speaker 5: When you want to invest in the company, you want. 34 00:01:46,200 --> 00:01:48,640 Speaker 4: To see growth. So how did the growth look over 35 00:01:48,680 --> 00:01:49,040 Speaker 4: this quarter? 36 00:01:49,040 --> 00:01:49,200 Speaker 3: All? 37 00:01:49,240 --> 00:01:49,360 Speaker 2: Right? 38 00:01:49,360 --> 00:01:51,520 Speaker 5: So the net income rose by nine percent up to 39 00:01:51,680 --> 00:01:53,040 Speaker 5: eighteen point three billion. 40 00:01:53,360 --> 00:01:54,160 Speaker 4: That's a positive. 41 00:01:54,360 --> 00:01:57,200 Speaker 5: The revenue increased by seven percent to fifty two point 42 00:01:57,800 --> 00:02:02,640 Speaker 5: eight six billion, another positive. The productivity and business process 43 00:02:02,720 --> 00:02:05,840 Speaker 5: so that segment of the business which encompasses office in 44 00:02:05,880 --> 00:02:07,640 Speaker 5: LinkedIn rose by eleven percent. 45 00:02:07,840 --> 00:02:08,799 Speaker 2: LinkedIn is frushing it. 46 00:02:09,400 --> 00:02:10,480 Speaker 4: That's a bonus. Right. 47 00:02:11,040 --> 00:02:15,040 Speaker 5: But teams, right, the Team's communication app had over three 48 00:02:15,160 --> 00:02:17,880 Speaker 5: hundred monthly active users in the quarter, and that's up 49 00:02:18,040 --> 00:02:19,600 Speaker 5: from over two hundred and eighty three. 50 00:02:19,560 --> 00:02:22,480 Speaker 4: Hundred million people using teams. Not to mention that they 51 00:02:22,480 --> 00:02:23,680 Speaker 4: said that they are going to continue to. 52 00:02:23,680 --> 00:02:29,679 Speaker 5: Invest in cloud infrastructure, particularly in AI related expenditures. That's 53 00:02:29,680 --> 00:02:32,200 Speaker 5: a positive because again, when we talked about Intel IBM, 54 00:02:32,200 --> 00:02:35,519 Speaker 5: we were talking about adaptivity. How w they adjust to 55 00:02:35,600 --> 00:02:38,799 Speaker 5: the new technology. Are they innovating in real time? We've 56 00:02:38,800 --> 00:02:42,680 Speaker 5: seen Microsoft do it. Open AI is something they invested in. Obviously, 57 00:02:42,680 --> 00:02:45,320 Speaker 5: we know the chat GPT space only helps the quarter. 58 00:02:45,400 --> 00:02:47,280 Speaker 5: So when we're talking about growth, when you're talking about 59 00:02:47,440 --> 00:02:49,680 Speaker 5: net income, you're talking about revenue, you're talking about all 60 00:02:49,720 --> 00:02:53,120 Speaker 5: the segments that have grown. That's why you see a 61 00:02:53,200 --> 00:02:55,160 Speaker 5: quarter like that. That's why you see your earnings report 62 00:02:55,200 --> 00:02:56,720 Speaker 5: like that. That's why you saw the stop go up 63 00:02:56,760 --> 00:02:59,560 Speaker 5: like that. Now, the only thing that went down slightly 64 00:02:59,600 --> 00:03:02,359 Speaker 5: from x diectations was the cloud service, and it went 65 00:03:02,400 --> 00:03:05,040 Speaker 5: down from I think a thirty one percent increase to 66 00:03:05,080 --> 00:03:09,639 Speaker 5: twenty seven a slight decline, which is okay, it's not catastrophic. 67 00:03:09,840 --> 00:03:12,119 Speaker 5: But there were so many other positives, which is why 68 00:03:12,160 --> 00:03:15,200 Speaker 5: when I text you like then she goes again, she 69 00:03:15,280 --> 00:03:16,560 Speaker 5: goes again, She's a beauty. 70 00:03:16,800 --> 00:03:20,560 Speaker 6: One quarter fifty two point nine billion dollars in revenue. 71 00:03:21,280 --> 00:03:24,120 Speaker 6: That's more than most companies are doing, like in a lifetime. 72 00:03:24,200 --> 00:03:27,840 Speaker 6: It's one quarter, operating income twenty two point four billion. 73 00:03:27,880 --> 00:03:31,160 Speaker 6: Net income was eighteen point three So when your comparents, 74 00:03:31,200 --> 00:03:32,760 Speaker 6: should I buy this stock versus another? 75 00:03:33,320 --> 00:03:35,320 Speaker 2: Let's just see who has the most cash on hand. 76 00:03:35,400 --> 00:03:38,240 Speaker 6: Something we've been saying to other podcasts is two recents. 77 00:03:38,920 --> 00:03:40,280 Speaker 2: What is the net income? 78 00:03:41,160 --> 00:03:46,040 Speaker 6: They have eighteen point three billion dollars and one quarter? 79 00:03:46,600 --> 00:03:47,360 Speaker 2: Why would you? 80 00:03:47,440 --> 00:03:51,800 Speaker 6: And Look teams destroys, Zoom and Slack at the same 81 00:03:51,840 --> 00:03:54,440 Speaker 6: time puts a lot of LinkedIn's putting a lot of 82 00:03:54,520 --> 00:03:57,000 Speaker 6: They're the only professional social. 83 00:03:56,640 --> 00:03:58,400 Speaker 2: Network that is still growing. 84 00:03:58,640 --> 00:04:02,480 Speaker 6: Yeah, this company is all too perfect, and of course 85 00:04:02,520 --> 00:04:06,560 Speaker 6: with an investment in AI, they are on earners. 86 00:04:06,560 --> 00:04:06,960 Speaker 4: What's up? 87 00:04:07,040 --> 00:04:09,520 Speaker 5: You ever walk into a small business and everything just 88 00:04:09,680 --> 00:04:12,840 Speaker 5: works like the checkout is fast, the receipts are digital, 89 00:04:13,360 --> 00:04:16,359 Speaker 5: tipping is a breeze, and you're out the door before 90 00:04:16,360 --> 00:04:20,520 Speaker 5: the line even builds. Odds are they're using Square? We 91 00:04:20,680 --> 00:04:23,200 Speaker 5: love supporting businesses that run on Square because it just 92 00:04:23,240 --> 00:04:26,479 Speaker 5: feels seamless. Whether it's a local coffee shop, a vendor 93 00:04:26,520 --> 00:04:28,800 Speaker 5: at a pop up market, or even one of our 94 00:04:28,839 --> 00:04:32,520 Speaker 5: merch partners. Square makes it easy for them to take payments, 95 00:04:32,720 --> 00:04:35,640 Speaker 5: manage inventory, and run their business with confidence. 96 00:04:35,960 --> 00:04:37,760 Speaker 4: All from one simple system. 97 00:04:38,160 --> 00:04:40,719 Speaker 5: If you're a business owner or even just thinking about 98 00:04:40,800 --> 00:04:43,880 Speaker 5: launching something soon, Square is hands down one of the 99 00:04:43,920 --> 00:04:47,359 Speaker 5: best tools out there to help you start, run, and grow. 100 00:04:47,640 --> 00:04:50,679 Speaker 5: It's not just about payments, it's about giving you time 101 00:04:50,760 --> 00:04:53,680 Speaker 5: back so you can focus on what matters most ready. 102 00:04:53,720 --> 00:04:57,120 Speaker 5: To see how Square can transform your business, visit Square 103 00:04:57,160 --> 00:05:01,720 Speaker 5: dot com backslash, go Backslash EA to learn more that 104 00:05:01,880 --> 00:05:07,320 Speaker 5: Square dot com backslash, go backslash eyl, don't wait, don't hesitate. 105 00:05:07,480 --> 00:05:09,840 Speaker 5: Let's Square handle the back end so you can keep 106 00:05:09,880 --> 00:05:15,960 Speaker 5: pushing your vision forward. This episode is brought to you 107 00:05:16,000 --> 00:05:18,280 Speaker 5: by P and C Bank. A lot of people think 108 00:05:18,320 --> 00:05:22,200 Speaker 5: podcasts about work are boring, and sure, they definitely can be, 109 00:05:22,720 --> 00:05:25,960 Speaker 5: but understanding of professionals routine shows us how they achieve 110 00:05:26,000 --> 00:05:29,800 Speaker 5: their success little by little, day after day. 111 00:05:29,880 --> 00:05:31,559 Speaker 4: It's like banking with P and C Bank. 112 00:05:32,000 --> 00:05:34,799 Speaker 5: It might seem boring to save, plan and make calculated 113 00:05:34,839 --> 00:05:37,920 Speaker 5: decisions with your bank, but keeping your money boring is 114 00:05:37,960 --> 00:05:41,279 Speaker 5: what helps you live or more happily fulfilled life. P 115 00:05:41,400 --> 00:05:46,240 Speaker 5: and C Bank Brilliantly boring since eighteen sixty five. Brilliantly 116 00:05:46,279 --> 00:05:48,919 Speaker 5: boring since eighteen sixty five is a service mark of 117 00:05:48,960 --> 00:05:52,200 Speaker 5: the PNC Financial Service Group Inc. P and C Bank 118 00:05:52,600 --> 00:05:55,279 Speaker 5: National Association member FDIC. 119 00:05:57,000 --> 00:05:57,279 Speaker 3: Coach. 120 00:05:57,400 --> 00:05:59,800 Speaker 7: The energy out there felt different. What changed for the 121 00:05:59,800 --> 00:06:00,400 Speaker 7: TA today? 122 00:06:00,480 --> 00:06:02,640 Speaker 5: It was the new game day scratches from the California 123 00:06:02,680 --> 00:06:04,120 Speaker 5: Lottery player is everything? 124 00:06:04,440 --> 00:06:06,400 Speaker 4: Those games sent the team's energy through the roof? 125 00:06:06,480 --> 00:06:08,479 Speaker 7: Are you saying it was the off field play that 126 00:06:08,520 --> 00:06:09,600 Speaker 7: made the difference on the field. 127 00:06:09,720 --> 00:06:12,440 Speaker 4: Hey, little play makes your day, and today it made 128 00:06:12,480 --> 00:06:12,880 Speaker 4: the game. 129 00:06:13,360 --> 00:06:15,960 Speaker 7: That's all for now, couch one more question played than 130 00:06:15,960 --> 00:06:18,719 Speaker 7: new Los Angeles Chargers, San Francisco forty nine ers and 131 00:06:18,760 --> 00:06:22,039 Speaker 7: Los Angeles Rams scratchers from the California Lottery. A little 132 00:06:22,040 --> 00:06:25,080 Speaker 7: play can make your day. Peace made responsibily. Must be 133 00:06:25,080 --> 00:06:27,440 Speaker 7: eighteen years or older to purchase late or claim. 134 00:06:26,760 --> 00:06:27,919 Speaker 2: It pays to be the leader. 135 00:06:27,920 --> 00:06:30,640 Speaker 6: And they haven't even fully integrated everything from chat GPT 136 00:06:30,760 --> 00:06:31,160 Speaker 6: four and. 137 00:06:31,400 --> 00:06:33,120 Speaker 2: Five comes out into office. 138 00:06:33,600 --> 00:06:36,360 Speaker 6: That's going to increase productivity, like I think Microsoft is 139 00:06:36,400 --> 00:06:39,800 Speaker 6: trying to increase the productivity of the GDP of America. 140 00:06:39,839 --> 00:06:43,239 Speaker 6: You can't fight with that company. Two tech, two index, 141 00:06:43,320 --> 00:06:46,400 Speaker 6: no stress. One of the tech and that configuration is 142 00:06:46,440 --> 00:06:49,919 Speaker 6: Microsoft Cloud revenue, even though it went down, was that 143 00:06:49,960 --> 00:06:51,520 Speaker 6: twenty eight point five billion. 144 00:06:53,200 --> 00:06:54,760 Speaker 2: Up twenty five percent year over year. 145 00:06:54,880 --> 00:06:55,080 Speaker 4: Yeah. 146 00:06:55,160 --> 00:06:59,240 Speaker 5: I think most people, especially like they'll think of Microsoft 147 00:06:59,240 --> 00:07:01,360 Speaker 5: and the first thing that they'll think is like Xbox, 148 00:07:02,600 --> 00:07:05,520 Speaker 5: and that's like such a small, small, small piece of 149 00:07:05,520 --> 00:07:06,320 Speaker 5: the business. 150 00:07:06,360 --> 00:07:06,640 Speaker 2: Small. 151 00:07:06,720 --> 00:07:09,320 Speaker 4: Yeah, like these this is where the money is. 152 00:07:09,640 --> 00:07:12,600 Speaker 5: Like, we got to really like when we dissect the company, Yeah, 153 00:07:12,600 --> 00:07:13,760 Speaker 5: on the service, that's what we know. 154 00:07:13,840 --> 00:07:15,200 Speaker 2: It's only three percent of the revenue. 155 00:07:15,240 --> 00:07:17,400 Speaker 4: It's such a small piece of the business. It's crazy, right, 156 00:07:17,440 --> 00:07:19,400 Speaker 4: And and it's it's. 157 00:07:19,240 --> 00:07:21,840 Speaker 5: Relevant because it's like, yeah, that is something that gauges 158 00:07:21,880 --> 00:07:24,320 Speaker 5: people's interest in it, Like from a younger audience. It's like, yeah, 159 00:07:24,320 --> 00:07:27,120 Speaker 5: I can introduce Microsoft to my kids because there's an Xbox, 160 00:07:27,160 --> 00:07:29,360 Speaker 5: but that might be the entry. But like, no, this 161 00:07:29,480 --> 00:07:31,240 Speaker 5: is how they make their money. These are all the 162 00:07:31,240 --> 00:07:33,360 Speaker 5: ways that they're making it. And when you see a 163 00:07:33,440 --> 00:07:37,120 Speaker 5: report like that, when everything has risen and the important 164 00:07:37,160 --> 00:07:40,040 Speaker 5: categories and supportant segments, that's the company you. 165 00:07:40,000 --> 00:07:40,600 Speaker 4: Want to invest in. 166 00:07:40,720 --> 00:07:46,000 Speaker 6: Absolutely and ironic place, Microsoft insatias I'll perform Google. And 167 00:07:46,040 --> 00:07:48,680 Speaker 6: while Google's in the advertising space, while they had barred 168 00:07:48,760 --> 00:07:53,360 Speaker 6: before chat GBT became this behemoth, They've had some missteps 169 00:07:53,400 --> 00:07:56,120 Speaker 6: and Microsoft is not like he's done an amazing job. 170 00:07:56,280 --> 00:07:58,040 Speaker 6: Like next to Tim Cook, I think he's the second 171 00:07:58,080 --> 00:08:03,040 Speaker 6: best CEO of this eras down cool. 172 00:08:02,880 --> 00:08:04,680 Speaker 2: But yes and chat if you made money off Apple 173 00:08:04,720 --> 00:08:05,280 Speaker 2: and Microsoft. 174 00:08:05,880 --> 00:08:07,280 Speaker 6: This is the one that keeps on going and in 175 00:08:07,320 --> 00:08:08,720 Speaker 6: about a year and a half a year break that 176 00:08:08,840 --> 00:08:11,960 Speaker 6: high of three forty nine and should get to that 177 00:08:12,280 --> 00:08:15,160 Speaker 6: three seventy five area. Please continue to hold if you're 178 00:08:15,160 --> 00:08:17,440 Speaker 6: in the call, it is doing well. I won't tell 179 00:08:17,440 --> 00:08:19,360 Speaker 6: your business, but job well done. 180 00:08:19,920 --> 00:08:21,520 Speaker 4: Appreciate you, Yeah, appreciate you. 181 00:08:21,880 --> 00:08:24,720 Speaker 2: So Microsoft is for the long haul. Just keep buying 182 00:08:24,720 --> 00:08:27,040 Speaker 2: it absolutely as long as SATI is there. 183 00:08:27,080 --> 00:08:30,480 Speaker 6: Like, I don't see is there any business services company 184 00:08:30,560 --> 00:08:31,360 Speaker 6: that can beat them? 185 00:08:31,840 --> 00:08:33,240 Speaker 2: Adobe can't. 186 00:08:33,520 --> 00:08:36,640 Speaker 6: Google currently got the solid company, slept On company. But 187 00:08:36,720 --> 00:08:40,040 Speaker 6: solid company slept On Yeah, matter can't. After we'll talk 188 00:08:40,080 --> 00:08:41,959 Speaker 6: about them money. They've done better with the cost cut 189 00:08:42,000 --> 00:08:45,440 Speaker 6: of measures, but there isn't a productivity suite. 190 00:08:45,080 --> 00:08:46,520 Speaker 2: That allows you to do more. 191 00:08:46,800 --> 00:08:48,680 Speaker 6: And I know what people think of Microsoft as born, 192 00:08:48,720 --> 00:08:51,120 Speaker 6: but they just continue to get better and better and 193 00:08:51,160 --> 00:08:54,319 Speaker 6: better every year. And I think the stock is actually 194 00:08:54,360 --> 00:08:57,040 Speaker 6: under priced. It should be in a four P fifty five. 195 00:08:57,120 --> 00:09:01,760 Speaker 6: Rane's performing billion dollar companies up twenty five percent of 196 00:09:01,920 --> 00:09:05,880 Speaker 6: today which is crazy. It's a quarter percent return crazy. 197 00:09:06,000 --> 00:09:08,559 Speaker 6: Twenty five ran out in three months. Unbelievable. 198 00:09:10,480 --> 00:09:16,840 Speaker 3: Yeah, my graduates from my school being force back. Drop 199 00:09:17,480 --> 00:09:21,240 Speaker 3: bag drop Mike, drop bag drop draft. 200 00:09:31,520 --> 00:09:35,200 Speaker 1: An illegal alien from Guatemala charged with raping a child 201 00:09:35,200 --> 00:09:39,000 Speaker 1: in Massachusetts. An MS thirteen gang member from Al Salvador 202 00:09:39,280 --> 00:09:43,400 Speaker 1: accused of murdering a Texas man of Venezuelan charged with 203 00:09:43,480 --> 00:09:47,360 Speaker 1: filming and selling child pornography in Michigan. These are just 204 00:09:47,440 --> 00:09:51,240 Speaker 1: some of the heinous migrant criminals caught because of President 205 00:09:51,240 --> 00:09:54,840 Speaker 1: Donald J. Trump's leadership. I'm Christy nom the United States 206 00:09:54,840 --> 00:09:59,600 Speaker 1: Secretary of Homeland Security. Under President Trump, attempted illegal border 207 00:09:59,640 --> 00:10:03,240 Speaker 1: cross are at the lowest levels ever recorded, and over 208 00:10:03,280 --> 00:10:06,520 Speaker 1: one hundred thousand illegal aliens have been arrested. If you 209 00:10:06,600 --> 00:10:10,440 Speaker 1: are here illegally, your next you will be fine nearly 210 00:10:10,520 --> 00:10:14,520 Speaker 1: one thousand dollars a day, imprisoned and deported. You will 211 00:10:14,559 --> 00:10:18,200 Speaker 1: never return. But if you register using our CBP home 212 00:10:18,280 --> 00:10:21,640 Speaker 1: app and leave now, you could be allowed to return legally. 213 00:10:22,000 --> 00:10:26,720 Speaker 1: Do what's right. Leave now. Under President Trump, America's laws, 214 00:10:26,920 --> 00:10:29,360 Speaker 1: border and families will be protected. 215 00:10:29,440 --> 00:10:31,560 Speaker 2: Sponsored by the United States Department of Homeland Security,