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Margin Game
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Show notes
We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.
(00:21) Tim Beyers and Dylan Lewis discuss:
- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.
- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.
- Chipotle’s preparations for “peak burrito.”
(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline.
Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG
Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz
Engineers:Dan Boyd
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