Asa Fitch
speaker
71 appearances
1 recordings
1 series
first heard Aug 2025
last heard Aug 2025
Asa Fitch’s voice in public audio — every appearance, attributed to the second.
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Appearances
Microsoft is around $75 billion a year.
Google's is less.
So it's maybe a fair point.
You're coming from a larger base.
You wouldn't expect to get the kinds of jumps that these others are getting.
But especially when you look at Microsoft and its Azure cloud service, it growing at 39% off a revenue base of $75 billion currently.
That's a lot of growth, and that's a big base.
So Amazon, it doesn't look that good.
Investors really punished Amazon for that, even though broadly their results were actually quite good.
If you believe Apple, not much of this growth has to do anything with tariffs.
They said revenues rose 10% in the most recent quarter.
They said about one percentage point of that was related to basically people saying, I got to get my iPhone now because there's going to be tariffs later.
They say that tariffs will cost them about $1.1 billion in their current quarter.
They made that forecast, not the previous one.
They already cost about $800 million in the most recent one.
So tariffs are having impact on Apple.
But if you look at these numbers, the growth in the sales of iPhones and other things, that's clearly outstripping any of these sorts of impacts from the latest news around tariffs and things like that.
If you're an investor in these companies looking at them
They've set very high bars for themselves.
Once they start routinely beating expectations for earnings and giving very, very bullish forecasts, they set themselves up for a scenario where you basically can't afford to miss.
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