WEBVTT - Scholars Corner: Why Microsoft is Unstoppable

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

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<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

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<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

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<v Speaker 1>filming and selling child pornography in Michigan. These are just

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<v Speaker 1>some of the heinous migrant criminals caught because of President

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<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

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<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

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<v Speaker 1>crossings are at the lowest levels ever recorded, and over

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<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

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<v Speaker 1>are here illegally, your next you will be fined nearly

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<v Speaker 1>one thousand dollars a day, imprisoned, and deported. You will

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<v Speaker 1>never return. But if you register using our CBP home

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<v Speaker 1>app and leave now, you could be allowed to return legally.

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<v Speaker 1>Do what's right. Leave now. Under President Trump, America's laws,

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<v Speaker 1>border and families will be protected.

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<v Speaker 2>Sponsored by the United States Department of Homeland Security.

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<v Speaker 3>Microsoft. Yes, so Microsoft had its earnings and it helped

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<v Speaker 3>to start tremendously. Yes, if anybody's a Microsoft holder, I'm

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<v Speaker 3>sure you saw a spike in your portfolio last week.

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<v Speaker 4>Yeah.

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<v Speaker 3>So, what are some some takeaways that we can get

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<v Speaker 3>from Microsoft's latest developments.

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<v Speaker 2>Go ahead, you take it?

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<v Speaker 4>No, I text you, Yeah, I'll text you. Was that

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<v Speaker 4>usher raiment?

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<v Speaker 2>So I was like, there it goes.

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<v Speaker 4>My bage killed it. They killed that man. We'll talk

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<v Speaker 4>about another time. Let's just run down the line of

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<v Speaker 4>things of why.

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<v Speaker 5>Right, So a lot of people will see the numbers,

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<v Speaker 5>but they have no idea why, and most times people

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<v Speaker 5>don't listen. Here goes are things we talked about growth, right,

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<v Speaker 5>When you want to invest in the company, you want.

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<v Speaker 4>To see growth. So how did the growth look over

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<v Speaker 4>this quarter?

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<v Speaker 3>All?

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<v Speaker 2>Right?

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<v Speaker 5>So the net income rose by nine percent up to

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<v Speaker 5>eighteen point three billion.

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<v Speaker 4>That's a positive.

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<v Speaker 5>The revenue increased by seven percent to fifty two point

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<v Speaker 5>eight six billion, another positive. The productivity and business process

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<v Speaker 5>so that segment of the business which encompasses office in

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<v Speaker 5>LinkedIn rose by eleven percent.

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<v Speaker 2>LinkedIn is frushing it.

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<v Speaker 4>That's a bonus. Right.

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<v Speaker 5>But teams, right, the Team's communication app had over three

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<v Speaker 5>hundred monthly active users in the quarter, and that's up

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<v Speaker 5>from over two hundred and eighty three.

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<v Speaker 4>Hundred million people using teams. Not to mention that they

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<v Speaker 4>said that they are going to continue to.

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<v Speaker 5>Invest in cloud infrastructure, particularly in AI related expenditures. That's

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<v Speaker 5>a positive because again, when we talked about Intel IBM,

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<v Speaker 5>we were talking about adaptivity. How w they adjust to

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<v Speaker 5>the new technology. Are they innovating in real time? We've

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<v Speaker 5>seen Microsoft do it. Open AI is something they invested in. Obviously,

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<v Speaker 5>we know the chat GPT space only helps the quarter.

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<v Speaker 5>So when we're talking about growth, when you're talking about

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<v Speaker 5>net income, you're talking about revenue, you're talking about all

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<v Speaker 5>the segments that have grown. That's why you see a

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<v Speaker 5>quarter like that. That's why you see your earnings report

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<v Speaker 5>like that. That's why you saw the stop go up

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<v Speaker 5>like that. Now, the only thing that went down slightly

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<v Speaker 5>from x diectations was the cloud service, and it went

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<v Speaker 5>down from I think a thirty one percent increase to

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<v Speaker 5>twenty seven a slight decline, which is okay, it's not catastrophic.

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<v Speaker 5>But there were so many other positives, which is why

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<v Speaker 5>when I text you like then she goes again, she

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<v Speaker 5>goes again, She's a beauty.

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<v Speaker 6>One quarter fifty two point nine billion dollars in revenue.

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<v Speaker 6>That's more than most companies are doing, like in a lifetime.

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<v Speaker 6>It's one quarter, operating income twenty two point four billion.

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<v Speaker 6>Net income was eighteen point three So when your comparents,

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<v Speaker 6>should I buy this stock versus another?

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<v Speaker 2>Let's just see who has the most cash on hand.

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<v Speaker 6>Something we've been saying to other podcasts is two recents.

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<v Speaker 2>What is the net income?

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<v Speaker 6>They have eighteen point three billion dollars and one quarter?

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<v Speaker 2>Why would you?

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<v Speaker 6>And Look teams destroys, Zoom and Slack at the same

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<v Speaker 6>time puts a lot of LinkedIn's putting a lot of

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<v Speaker 6>They're the only professional social.

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<v Speaker 2>Network that is still growing.

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<v Speaker 6>Yeah, this company is all too perfect, and of course

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<v Speaker 6>with an investment in AI, they are on earners.

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<v Speaker 4>What's up?

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<v Speaker 5>You ever walk into a small business and everything just

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<v Speaker 5>works like the checkout is fast, the receipts are digital,

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<v Speaker 5>tipping is a breeze, and you're out the door before

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<v Speaker 5>the line even builds. Odds are they're using Square? We

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<v Speaker 5>love supporting businesses that run on Square because it just

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<v Speaker 5>feels seamless. Whether it's a local coffee shop, a vendor

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<v Speaker 5>at a pop up market, or even one of our

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<v Speaker 5>merch partners. Square makes it easy for them to take payments,

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<v Speaker 5>manage inventory, and run their business with confidence.

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<v Speaker 4>All from one simple system.

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<v Speaker 5>If you're a business owner or even just thinking about

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<v Speaker 5>launching something soon, Square is hands down one of the

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<v Speaker 5>best tools out there to help you start, run, and grow.

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<v Speaker 5>It's not just about payments, it's about giving you time

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<v Speaker 5>back so you can focus on what matters most ready.

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<v Speaker 5>To see how Square can transform your business, visit Square

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<v Speaker 5>dot com backslash, go Backslash EA to learn more that

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<v Speaker 5>Let's Square handle the back end so you can keep

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<v Speaker 5>pushing your vision forward. This episode is brought to you

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<v Speaker 5>by P and C Bank. A lot of people think

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<v Speaker 5>podcasts about work are boring, and sure, they definitely can be,

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<v Speaker 5>but understanding of professionals routine shows us how they achieve

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<v Speaker 5>their success little by little, day after day.

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<v Speaker 4>It's like banking with P and C Bank.

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<v Speaker 5>and C Bank Brilliantly boring since eighteen sixty five. Brilliantly

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<v Speaker 5>boring since eighteen sixty five is a service mark of

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<v Speaker 5>the PNC Financial Service Group Inc. P and C Bank

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<v Speaker 5>National Association member FDIC.

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<v Speaker 3>Coach.

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<v Speaker 7>The energy out there felt different. What changed for the

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<v Speaker 7>TA today?

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<v Speaker 5>It was the new game day scratches from the California

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<v Speaker 5>Lottery player is everything?

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<v Speaker 4>Those games sent the team's energy through the roof?

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<v Speaker 7>Are you saying it was the off field play that

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<v Speaker 7>made the difference on the field.

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<v Speaker 4>Hey, little play makes your day, and today it made

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<v Speaker 4>the game.

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<v Speaker 7>That's all for now, couch one more question played than

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<v Speaker 7>new Los Angeles Chargers, San Francisco forty nine ers and

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<v Speaker 7>Los Angeles Rams scratchers from the California Lottery. A little

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<v Speaker 7>play can make your day. Peace made responsibily. Must be

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<v Speaker 7>eighteen years or older to purchase late or claim.

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<v Speaker 2>It pays to be the leader.

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<v Speaker 6>And they haven't even fully integrated everything from chat GPT

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<v Speaker 6>four and.

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<v Speaker 2>Five comes out into office.

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<v Speaker 6>That's going to increase productivity, like I think Microsoft is

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<v Speaker 6>trying to increase the productivity of the GDP of America.

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<v Speaker 6>You can't fight with that company. Two tech, two index,

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<v Speaker 6>no stress. One of the tech and that configuration is

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<v Speaker 6>Microsoft Cloud revenue, even though it went down, was that

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<v Speaker 6>twenty eight point five billion.

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<v Speaker 2>Up twenty five percent year over year.

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<v Speaker 4>Yeah.

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<v Speaker 5>I think most people, especially like they'll think of Microsoft

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<v Speaker 5>and the first thing that they'll think is like Xbox,

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<v Speaker 5>and that's like such a small, small, small piece of

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<v Speaker 5>the business.

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<v Speaker 2>Small.

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<v Speaker 4>Yeah, like these this is where the money is.

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<v Speaker 5>Like, we got to really like when we dissect the company, Yeah,

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<v Speaker 5>on the service, that's what we know.

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<v Speaker 2>It's only three percent of the revenue.

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<v Speaker 4>It's such a small piece of the business. It's crazy, right,

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<v Speaker 4>And and it's it's.

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<v Speaker 5>Relevant because it's like, yeah, that is something that gauges

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<v Speaker 5>people's interest in it, Like from a younger audience. It's like, yeah,

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<v Speaker 5>I can introduce Microsoft to my kids because there's an Xbox,

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<v Speaker 5>but that might be the entry. But like, no, this

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<v Speaker 5>is how they make their money. These are all the

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<v Speaker 5>ways that they're making it. And when you see a

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<v Speaker 5>report like that, when everything has risen and the important

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<v Speaker 5>categories and supportant segments, that's the company you.

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<v Speaker 4>Want to invest in.

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<v Speaker 6>Absolutely and ironic place, Microsoft insatias I'll perform Google. And

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<v Speaker 6>while Google's in the advertising space, while they had barred

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<v Speaker 6>before chat GBT became this behemoth, They've had some missteps

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<v Speaker 6>and Microsoft is not like he's done an amazing job.

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<v Speaker 6>Like next to Tim Cook, I think he's the second

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<v Speaker 6>best CEO of this eras down cool.

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<v Speaker 2>But yes and chat if you made money off Apple

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<v Speaker 2>and Microsoft.

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<v Speaker 6>This is the one that keeps on going and in

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<v Speaker 6>about a year and a half a year break that

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<v Speaker 6>high of three forty nine and should get to that

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<v Speaker 6>three seventy five area. Please continue to hold if you're

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<v Speaker 6>in the call, it is doing well. I won't tell

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<v Speaker 6>your business, but job well done.

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<v Speaker 4>Appreciate you, Yeah, appreciate you.

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<v Speaker 2>So Microsoft is for the long haul. Just keep buying

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<v Speaker 2>it absolutely as long as SATI is there.

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<v Speaker 6>Like, I don't see is there any business services company

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<v Speaker 6>that can beat them?

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<v Speaker 2>Adobe can't.

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<v Speaker 6>Google currently got the solid company, slept On company. But

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<v Speaker 6>solid company slept On Yeah, matter can't. After we'll talk

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<v Speaker 6>about them money. They've done better with the cost cut

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<v Speaker 6>of measures, but there isn't a productivity suite.

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<v Speaker 2>That allows you to do more.

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<v Speaker 6>And I know what people think of Microsoft as born,

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<v Speaker 6>but they just continue to get better and better and

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<v Speaker 6>better every year. And I think the stock is actually

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<v Speaker 6>under priced. It should be in a four P fifty five.

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<v Speaker 6>Rane's performing billion dollar companies up twenty five percent of

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<v Speaker 6>today which is crazy. It's a quarter percent return crazy.

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<v Speaker 6>Twenty five ran out in three months. Unbelievable.

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<v Speaker 3>Yeah, my graduates from my school being force back. Drop

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<v Speaker 3>bag drop Mike, drop bag drop draft.

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<v Speaker 1>An illegal alien from Guatemala charged with raping a child

0:09:35.200 --> 0:09:39.000
<v Speaker 1>in Massachusetts. An MS thirteen gang member from Al Salvador

0:09:39.280 --> 0:09:43.400
<v Speaker 1>accused of murdering a Texas man of Venezuelan charged with

0:09:43.480 --> 0:09:47.360
<v Speaker 1>filming and selling child pornography in Michigan. These are just

0:09:47.440 --> 0:09:51.240
<v Speaker 1>some of the heinous migrant criminals caught because of President

0:09:51.240 --> 0:09:54.840
<v Speaker 1>Donald J. Trump's leadership. I'm Christy nom the United States

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<v Speaker 1>Secretary of Homeland Security. Under President Trump, attempted illegal border

0:09:59.640 --> 0:10:03.240
<v Speaker 1>cross are at the lowest levels ever recorded, and over

0:10:03.280 --> 0:10:06.520
<v Speaker 1>one hundred thousand illegal aliens have been arrested. If you

0:10:06.600 --> 0:10:10.440
<v Speaker 1>are here illegally, your next you will be fine nearly

0:10:10.520 --> 0:10:14.520
<v Speaker 1>one thousand dollars a day, imprisoned and deported. You will

0:10:14.559 --> 0:10:18.200
<v Speaker 1>never return. But if you register using our CBP home

0:10:18.280 --> 0:10:21.640
<v Speaker 1>app and leave now, you could be allowed to return legally.

0:10:22.000 --> 0:10:26.720
<v Speaker 1>Do what's right. Leave now. Under President Trump, America's laws,

0:10:26.920 --> 0:10:29.360
<v Speaker 1>border and families will be protected.

0:10:29.440 --> 0:10:31.560
<v Speaker 2>Sponsored by the United States Department of Homeland Security,