Motley Fool Money - Twilio’s Layoffs, Spotify’s Strategy

For the second time in five months, Twilio announces a round of layoffs. 

(0:21) Jason Moser discusses: - How Twilio is cutting costs as they grow - What to watch when the company reports earnings on Wednesday afternoon - Memorable ads from Super Bowl 57

(13:20) Ricky Mulvey talks with Bloomberg entertainment reporter Lucas Shaw about the state of Spotify's business, its podcasting strategy, and whether they need to raise subscription fees.

Stocks discussed: TWLO, BKNG, WDAY, GOOG, DEO, SPOT, AAPL

Host: Chris Hill Guest: Jason Moser, Lucas Shaw Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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The Best One Yet - 🐊 “Thirst Trap” — Gatorade’s brand expansion. Elon’s 1st 100 days. Lyft’s brutal buy-ability.

Elon just finished his first 100 days at Twitter, so how’s it looking? Pepsi used the Super Bowl to announce it’s expanding the Gatorade franchise — because you gotta let your winners ride. And just after Uber had its best quarter ever, Lyft had its worst day ever. $PEP $KO $LYFT Follow The Best One Yet on Instagram, Twitter, and Tiktok: @tboypod And now watch us on Youtube Want a Shoutout on the pod? Fill out this form Got the Best Fact Yet? We got a form for that too Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Beth Kindig on AI, Semiconductors, and Tech Cycles

ChatGPT is getting plenty of attention, but there are other uses for artificial intelligence that investors should watch. Beth Kindig is the lead technology analyst for the I/O fund. Deidre Woollard caught up with Kindig to discuss:

- Where we are in the cloud adoption cycle  - A key narrative playing out in semiconductor earnings - What to learn from companies that went public too quickly

Companies discussed: MSFT, NVDA, TSM, META, AMD 

Host: Deidre Woollard Guest: Beth Kindig Producer: Ricky Mulvey Engineers: Rick Engdahl, Heather Horton

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Motley Fool Money - Lies My Income Statement Told Me

What’s the point of reading a company’s earnings report? Can’t AI do that job? Patrick Badolato, PhD, CPA is an Associate Professor at The University of Texas at Austin, McCombs School of Business where he teaches accounting and financial statement analysis. Badolato joined Ricky Mulvey to discuss: - How Walmart, Rent the Runway, and Peloton adjust earnings (and what it means for shareholders)  - Why investors should follow a company’s operating income - The pros and pitfalls of GAAP metrics - A better way to count stock-based comp. Companies Discussed: WMT, RENT, PTON Host: Ricky Mulvey Guest: Patrick Badolato Engineer: Tim Sparks

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Motley Fool Money - NFL Predictions, AI Competitions

Big changes could be coming to the NFL playoffs.

(0:21) Emily Flippen and Andy Cross discuss: - The growing AI battle between Microsoft and Alphabet - Lyft shares falling 35% - PayPal CEO Dan Schulman announcing his retirement - CVS Health buying a primary care business for $10 billion - The latest from Disney, Cloudflare, Chipotle, and Pepsi

(19:11) Andrew Brandt, former NFL executive and director of Villanova University's Moorad Center of Sports Law, discusses the business health of the NFL, how the playoffs may change, and his prediction for a blowout Super Bowl 57.  

(34:40) Andy and Emily share two stocks on their radar: Domino's Pizza and Boot Barn.

Looking for even more stock research and recommendations? Check out the details on our Epic Bundle membership at Epicstart.Fool.com

Stocks discussed: MSFT, GOOG, DIS, LYFT, UBER, PYPL, NET, CMG, CVS, PEP, DPZ, BOOT

Host: Chris Hill Guests: Emily Flippen, Andy Cross, Andrew Brandt Engineer: Rick Engdahl

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The Best One Yet - 🏈 “The Booze Bowl” — Super Bowl’s crypto beer ads. Taco Bell’s Pete Davidson breakfast. Disney’s Ursula earnings report.

Take this week’s TBOY Quiz: https://go.tboypod.com The Super Bowl this weekend is going to look a lot different than last year: Crypto is benched, Cognac is in. Taco Bell is betting their entire breakfast strategy on Kim Kardashian’s ex — Because breakfast is a Repeat Rabbit. And Disney just dropped the Ursula of earnings reports, and Mickey has become politically sticky. Got the Best Fact Yet? We got a form for that And don’t forget to play this week’s TBOY Quiz: https://go.tboypod.com Learn more about your ad choices. Visit podcastchoices.com/adchoices See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Best One Yet - 🏈 “The Booze Bowl” — Super Bowl’s crypto beer ads. Taco Bell’s Pete Davidson breakfast. Disney’s Ursula earnings report.

Take this week’s TBOY Quiz: https://go.tboypod.comThe Super Bowl this weekend is going to look a lot different than last year: Crypto is benched, Cognac is in. Taco Bell is betting their entire breakfast strategy on Kim Kardashian’s ex — Because breakfast is a Repeat Rabbit. And Disney just dropped the Ursula of earnings reports, and Mickey has become politically sticky.Got the Best Fact Yet? We got a form for thatAnd don’t forget to play this week’s TBOY Quiz: https://go.tboypod.comLearn more about your ad choices. Visit podcastchoices.com/adchoices

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The Best One Yet - 🏈 “The Booze Bowl” — Super Bowl’s crypto beer ads. Taco Bell’s Pete Davidson breakfast. Disney’s Ursula earnings report.

Take this week’s TBOY Quiz: https://go.tboypod.comThe Super Bowl this weekend is going to look a lot different than last year: Crypto is benched, Cognac is in. Taco Bell is betting their entire breakfast strategy on Kim Kardashian’s ex — Because breakfast is a Repeat Rabbit. And Disney just dropped the Ursula of earnings reports, and Mickey has become politically sticky.Got the Best Fact Yet? We got a form for thatAnd don’t forget to play this week’s TBOY Quiz: https://go.tboypod.comLearn more about your ad choices. Visit podcastchoices.com/adchoices

Hosted on Acast. See acast.com/privacy for more information.

Motley Fool Money - Disney Pops, Alphabet Drops

Disney’s latest results and plans were just what Wall Street wanted to hear.

(0:21) Tim Beyers discusses: - How the parks & experiences division drove Disney’s 1st-quarter results - ESPN+ being a bright spot among streaming properties - Alphabet shares falling over a botched AI demo and concerns about Microsoft

(13:20) Just in time for Valentine’s Day, Jason Hall and Ryan Henderson engage in a bull vs. bear debate over Match Group.

Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and check out the latest episode of our exclusive podcast, Stock Advisor Roundtable!

And if you're not a member, you can get a preview of the show and learn how to get access here on Spotify!

Stocks discussed: DIS, MSFT, GOOG, MTCH

Host: Chris Hill Guest: Tim Beyers, Jason Hall, Ryan Henderson Producer: Ricky Mulvey Engineer: Rick Engdahl

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