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Jason Hall

๐Ÿ‘ค Speaker
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1393 total appearances
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Podcast Appearances

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

So many companies, the idea that AI-powered coding is going to drive big disruption for software-as-a-service business.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

The second

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

We're lapping the Applebee's deal.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

It did that last Q1, the beginning of 2025.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

It was the biggest deal in the company's history, and it drove a ton of growth last year.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

Now, the company doesn't give written revenue guidance.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

It offers adjusted EBITDA and gross profit.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

But both are expected, if you look at the company's guidance, to grow at a little bit lower rate this year.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

That makes sense.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

But what I want to see is if the narrative continues to support strong growth, or if the goalposts are moving at all here.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

And maybe most importantly, whether any of that supports the AI disruption narrative or not.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

Okay, Fools, as always, people on the program may have interests in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

All personal finance content follows Motley Fool editorial standards and is not approved by advertisers.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

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Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

To see our full advertising disclosure, please check out our show notes.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

Thanks to our producer, Dan Boyd, and the rest of the Motley Fool team.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

For John, Matt, myself, thanks for listening.

Motley Fool Hidden Gems Investing
Chip Stocks and Bank Earnings Extravaganza

We'll chat again soon.

Motley Fool Hidden Gems Investing
Assessing the Rise of Chinese EV Manufacturers

Lou, I don't think you're old enough to really remember when Japanese cars hit U.S.

Motley Fool Hidden Gems Investing
Assessing the Rise of Chinese EV Manufacturers

markets.