Tim Beyers

speaker

1,508 appearances 10 recordings 1 series first heard Oct 2025 last heard 2 Feb

Tim Beyers’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 10 in all, peaking in Nov 2025 with 3.

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Motley Fool Hidden Gems Investing · Reckless Earnings Predictions: ZM, BBY, DE · 24 Nov 2025 podcast

They have the enterprise business, and then they have the regular

The consumer business is the one that's dragging.

They make very little, really nothing on it.

It's like an anchor to margins.

The enterprise business is where they get all the big customers.

If I had to ask you both,

Are you expecting some outperformance?

There's a couple of ways this could go.

If they beat, they could beat by just being very operationally efficient, or they could be beating by getting some real traction and generating some platform business, that enterprise business.

Dave, if I ask you this, are you expecting a little bit of momentum in the enterprise business, or is this just, hey, man, Zoom knows how to play the game?

All right.

A little bit better goes a long way.

Rick, you agree with that?

All right.

Let's move on to Best Buy, ticker BBY, which has underperformed the market by close to 24% year-to-date.

So, our numbers here are $9.58 billion.

That represents about 1.5% year-over-year growth.

So, pretty meager growth here in a consensus estimate of $1.31 a share, non-GAAP.

I'll also give you the comps here.

the estimate is for relatively similar to what we've seen recently.

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