Atlassian has seen its market cap fall by more than $15 billion, despite seeing a boost in sales
McDonald’s has served up another drop in sales as low and middle-income diners have been squeezing every penny
Amazon has beaten its earnings expectations, but tariffs and trade drama were the unwanted guest crashing the investor update
_
Learn more about iShares by BlackRock here
Download the free app (App Store): http://bit.ly/FluxAppStorel
Download the free app (Google Play): http://bit.ly/FluxappGooglePlay
Daily newsletter: https://bit.ly/fluxnewsletter
Flux on Instagram: http://bit.ly/fluxinsta
Flux on TikTok: https://www.tiktok.com/@flux.finance
—-
The content in this podcast reflects the views and opinions of the hosts, and is intended for personal and not commercial use. We do not represent or endorse the accuracy or reliability of any opinion, statement or other information provided or distributed in these episodes.
See omnystudio.com/listener for privacy information.
Mark as Played
Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:05):
This is what the Flux and I'm justin and it's Monday.
It's the Bay.
Speaker 2 (00:10):
PwC, the global professional services firm, has unveiled its first
global brand update in over a decade. If you don't mind,
it did take eighteen months to land on the new
logo and branding after an extensive global survey end quote.
But this new logo uses exactly the same lettering as
the old one. Then the difference it switched out a
butterfly crest for two orange parallelograms. Tough word to say.
(00:32):
And now everyone's just plain old confused because this looks
like it could have been done in four minutes.
Speaker 1 (00:37):
I believe they're calling it a momentum mark rather than
a logo as well. Be man, get it right, huge Potsdam.
We have done a very deep dive into the Flux
community across gen Z, Millennials, gen Y to understand different
money mindsets across different generations. We uncover it all in
the Flux app with our three part series on unpacking spending,
(00:58):
saving and investing mindsets. You want to learn more, make
sure to check it out in the Flux app.
Speaker 2 (01:02):
Three critical stories today. Juzzy Boy, let's do it for
our first, at Lassian saw its market cap fall by
fifteen billion bucks late last week, despite seeing a boost
in revenue.
Speaker 1 (01:13):
Something's really ticked off investors. Here be man, and it
is not another Jura ticket, So tell me all well.
Speaker 2 (01:18):
At Lasian is the Ouzsi founded software company that builds
workplace digital tools.
Speaker 1 (01:23):
All your household tech names like your jars, your confluences,
your trollos.
Speaker 2 (01:27):
And late last week, at Lassian announced its third quarter
earnings and its revenue was up fourteen percent to one
point four billion US dollars.
Speaker 1 (01:34):
That's good.
Speaker 2 (01:35):
But then came the guidance for next quarter and its
seriously underwhelmed investors.
Speaker 1 (01:40):
That's bad.
Speaker 2 (01:40):
And then it announced its plans to make its AI
tool Rovo, a free feature. That's good for customers, but
it's bad for investors because this used to be twenty bucks.
Speaker 1 (01:49):
A month, and at Lassian claims it by making Rovo free,
it will accelerate its customer migration to the cloud.
Speaker 2 (01:55):
The idea is to lure more users onto the cloud
and then make bank later.
Speaker 1 (02:00):
The problem is, b man investors wanted the bank now,
and at lassians shares dropped more than seventeen percent. So
what is the key learning here.
Speaker 2 (02:07):
Markets trade on future expectations, not past results.
Speaker 1 (02:11):
Despite the fact that it Lassian saw revenue up in
the previous quarter, next quarter's guidance was well below investor expectation.
Speaker 2 (02:18):
That's because markets don't just reward strong results, they trade
on future vibes. But Joseiboy, Wall Street doesn't always have
patients for the long term plays, particularly in the current environment.
Speaker 1 (02:28):
This has happened to many companies previously as well, who
disappointed investors with their guidance.
Speaker 2 (02:32):
Yeah. Remember Snap's first quarter results in twenty twenty five
much better than expected. Revenue was up fourteen percent.
Speaker 1 (02:38):
But share price fell fourteen percent because Snap couldn't provide
a guidance for the next quarter.
Speaker 2 (02:43):
So jazieboy, when you're a public company, even strong quarterly
performances can be overshadowed by concerning forward guidances.
Speaker 1 (02:51):
For our second story, McDonald's has served up another drop
in sales after low and middle income diners have been
squeezing every penny.
Speaker 2 (02:59):
Even the minecraft happy meal could save them this day,
jussy boy, So tell me more.
Speaker 1 (03:04):
Okay, Well, we'll know Mackide's as the world's largest fast
food chain with its delicious Nuggies, Mcflurries, and of course,
the regretful late night cheeseburger run.
Speaker 2 (03:12):
Yep, they've been Flippenberger since nineteen forty and operating in
over one hundred countries.
Speaker 1 (03:17):
But be man, Lately the golden archers have been looking
a little more tarnish. Yep.
Speaker 2 (03:21):
Macis has reported a three point six percent drop in
same store sales.
Speaker 1 (03:25):
This ain't just one off. This is the second quarter
in a row they've suffered a dip.
Speaker 2 (03:29):
In fact, this was its worst sales dropped since the
twenty twenty lockdowns, when even Ronald McDonald himself was working
from home.
Speaker 1 (03:36):
And the man in the last quarter. Macis blamed the
dip on lower income groups cutting.
Speaker 2 (03:40):
Down, but the real kicker is that even middle income
consumers are cutting back as well.
Speaker 1 (03:44):
And be man, this is a sign that there is
even more economic pressure.
Speaker 2 (03:48):
Not even their new value menu or the Minecraft movie
promo could stop the.
Speaker 1 (03:53):
Fall, and this once recession proof stock might be losing
its title.
Speaker 2 (03:57):
So what is the key learning here?
Speaker 1 (03:58):
In tough times, brands that are typically recession proof are
suddenly under pressure.
Speaker 2 (04:03):
McDonald's has always been known as a pretty defensive stock.
Speaker 1 (04:07):
Yeah, the idea is that when budgets tightened, people still
grab a cheap meal from Mackide's.
Speaker 2 (04:11):
Other defensive stocks the companies in the utility space, or
the consumer staples industries.
Speaker 1 (04:16):
Like Coca Cola, which is Warren Buffet's favorite.
Speaker 2 (04:19):
Because people have got to eat and people have got
to use electricity.
Speaker 1 (04:21):
But this quarter shows that even McDonald's isn't immune from
the cost of living pain.
Speaker 2 (04:26):
So juz boy, it's a pretty big wake up call.
That's so called recession proof stocks aren't exactly a bulletproof
right now.
Speaker 1 (04:33):
And when consumers starts skipping on those golden salty fries,
you know that discretionary spending is seriously under fire.
Speaker 2 (04:40):
For our third and final story, Amazon has beaten its
earnings expectations, but tariffs and trade drama were the unwanted
guests crashing the investor update.
Speaker 1 (04:49):
Trade drama is the plot twist. Amazon did not need banan,
so tell me more.
Speaker 2 (04:53):
Well, we all know Amazon, the e commerce behemoth, started
in around nineteen ninety four.
Speaker 1 (04:57):
Grew from books online to pretty much everything.
Speaker 2 (05:00):
Yeah, we're talking cloud infrastructure, to kindle book readers, to
an AI helper in Alexa, and so much more.
Speaker 1 (05:07):
Yeah, and be man late last week, investors were waiting
with baited breath to hear about how the tariffs had
impacted Amazon's last quarter, and the answer not much at all.
In fact, Amazon's ad business grew nineteen percent this quarter,
which made it one of the fastest growing arms of
the company.
Speaker 2 (05:20):
Amazon reported quarterly revenue of more than one hundred and
fifty five billion US dollars, which did yes, beat investor expectations.
Speaker 1 (05:27):
Then it's share price dropped.
Speaker 2 (05:28):
Why you ask, tariffs and taxes.
Speaker 1 (05:31):
Yeah, but Amazon is trying to keep its prices stable
for as long as possible by forward buying.
Speaker 2 (05:36):
Interesting, what is the key learning here?
Speaker 1 (05:38):
Forward buying is when companies purchased large volumes of stock
in advance.
Speaker 2 (05:42):
It's a bit like panic buying, but for big companies.
Speaker 1 (05:44):
Yeah, they do it to glock in current prices and
ensure there's enough supply at that price because Jazu boy,
we know right now there is a genuine risk of
one hundred and forty five percent cost increases for Amazon
thanks to tariffs and be man Typically, forward buying is
a tactic used by infantry managers to reduce volatility.
Speaker 2 (06:01):
Maybe currency changes.
Speaker 1 (06:03):
Or concerns around the supply of good, but.
Speaker 2 (06:05):
In twenty twenty five, it's also a trade war survival strategy.
Speaker 1 (06:08):
Get this, Approximately fifty percent of Amazon's products are likely
to be affected by these whopper tariffs according to UBS.
Speaker 2 (06:15):
So Amazon is forward buying from tariff hit countries like
China so it can hedge it spets.
Speaker 1 (06:20):
And this allows them to sell goods at pre tariff
prices for longer.
Speaker 2 (06:23):
But it's a double edged sword because if Amazon stockpiles
too much stock, it can tie up cash and its warehouses.
Speaker 1 (06:30):
Fluxlamm, gen Z, millennials and gen X. They all have
very different money mindsets, very different saving and spending habit
and of course investing mindsets as well, so we cover
it all in the Flux app with feedback from the
whole Flux community. Do you want to learn more about
the different mindsets of all the different generations and make
sure to check it out.
Speaker 2 (06:47):
Thanks for listening and we'll see you on Wednesday.
This is what the Flux and I'm justin and it's Monday.
It's the Bay.
Speaker 2 (00:10):
PwC, the global professional services firm, has unveiled its first
global brand update in over a decade. If you don't mind,
it did take eighteen months to land on the new
logo and branding after an extensive global survey end quote.
But this new logo uses exactly the same lettering as
the old one. Then the difference it switched out a
butterfly crest for two orange parallelograms. Tough word to say.
(00:32):
And now everyone's just plain old confused because this looks
like it could have been done in four minutes.
Speaker 1 (00:37):
I believe they're calling it a momentum mark rather than
a logo as well. Be man, get it right, huge Potsdam.
We have done a very deep dive into the Flux
community across gen Z, Millennials, gen Y to understand different
money mindsets across different generations. We uncover it all in
the Flux app with our three part series on unpacking spending,
(00:58):
saving and investing mindsets. You want to learn more, make
sure to check it out in the Flux app.
Speaker 2 (01:02):
Three critical stories today. Juzzy Boy, let's do it for
our first, at Lassian saw its market cap fall by
fifteen billion bucks late last week, despite seeing a boost
in revenue.
Speaker 1 (01:13):
Something's really ticked off investors. Here be man, and it
is not another Jura ticket, So tell me all well.
Speaker 2 (01:18):
At Lasian is the Ouzsi founded software company that builds
workplace digital tools.
Speaker 1 (01:23):
All your household tech names like your jars, your confluences,
your trollos.
Speaker 2 (01:27):
And late last week, at Lassian announced its third quarter
earnings and its revenue was up fourteen percent to one
point four billion US dollars.
Speaker 1 (01:34):
That's good.
Speaker 2 (01:35):
But then came the guidance for next quarter and its
seriously underwhelmed investors.
Speaker 1 (01:40):
That's bad.
Speaker 2 (01:40):
And then it announced its plans to make its AI
tool Rovo, a free feature. That's good for customers, but
it's bad for investors because this used to be twenty bucks.
Speaker 1 (01:49):
A month, and at Lassian claims it by making Rovo free,
it will accelerate its customer migration to the cloud.
Speaker 2 (01:55):
The idea is to lure more users onto the cloud
and then make bank later.
Speaker 1 (02:00):
The problem is, b man investors wanted the bank now,
and at lassians shares dropped more than seventeen percent. So
what is the key learning here.
Speaker 2 (02:07):
Markets trade on future expectations, not past results.
Speaker 1 (02:11):
Despite the fact that it Lassian saw revenue up in
the previous quarter, next quarter's guidance was well below investor expectation.
Speaker 2 (02:18):
That's because markets don't just reward strong results, they trade
on future vibes. But Joseiboy, Wall Street doesn't always have
patients for the long term plays, particularly in the current environment.
Speaker 1 (02:28):
This has happened to many companies previously as well, who
disappointed investors with their guidance.
Speaker 2 (02:32):
Yeah. Remember Snap's first quarter results in twenty twenty five
much better than expected. Revenue was up fourteen percent.
Speaker 1 (02:38):
But share price fell fourteen percent because Snap couldn't provide
a guidance for the next quarter.
Speaker 2 (02:43):
So jazieboy, when you're a public company, even strong quarterly
performances can be overshadowed by concerning forward guidances.
Speaker 1 (02:51):
For our second story, McDonald's has served up another drop
in sales after low and middle income diners have been
squeezing every penny.
Speaker 2 (02:59):
Even the minecraft happy meal could save them this day,
jussy boy, So tell me more.
Speaker 1 (03:04):
Okay, Well, we'll know Mackide's as the world's largest fast
food chain with its delicious Nuggies, Mcflurries, and of course,
the regretful late night cheeseburger run.
Speaker 2 (03:12):
Yep, they've been Flippenberger since nineteen forty and operating in
over one hundred countries.
Speaker 1 (03:17):
But be man, Lately the golden archers have been looking
a little more tarnish. Yep.
Speaker 2 (03:21):
Macis has reported a three point six percent drop in
same store sales.
Speaker 1 (03:25):
This ain't just one off. This is the second quarter
in a row they've suffered a dip.
Speaker 2 (03:29):
In fact, this was its worst sales dropped since the
twenty twenty lockdowns, when even Ronald McDonald himself was working
from home.
Speaker 1 (03:36):
And the man in the last quarter. Macis blamed the
dip on lower income groups cutting.
Speaker 2 (03:40):
Down, but the real kicker is that even middle income
consumers are cutting back as well.
Speaker 1 (03:44):
And be man, this is a sign that there is
even more economic pressure.
Speaker 2 (03:48):
Not even their new value menu or the Minecraft movie
promo could stop the.
Speaker 1 (03:53):
Fall, and this once recession proof stock might be losing
its title.
Speaker 2 (03:57):
So what is the key learning here?
Speaker 1 (03:58):
In tough times, brands that are typically recession proof are
suddenly under pressure.
Speaker 2 (04:03):
McDonald's has always been known as a pretty defensive stock.
Speaker 1 (04:07):
Yeah, the idea is that when budgets tightened, people still
grab a cheap meal from Mackide's.
Speaker 2 (04:11):
Other defensive stocks the companies in the utility space, or
the consumer staples industries.
Speaker 1 (04:16):
Like Coca Cola, which is Warren Buffet's favorite.
Speaker 2 (04:19):
Because people have got to eat and people have got
to use electricity.
Speaker 1 (04:21):
But this quarter shows that even McDonald's isn't immune from
the cost of living pain.
Speaker 2 (04:26):
So juz boy, it's a pretty big wake up call.
That's so called recession proof stocks aren't exactly a bulletproof
right now.
Speaker 1 (04:33):
And when consumers starts skipping on those golden salty fries,
you know that discretionary spending is seriously under fire.
Speaker 2 (04:40):
For our third and final story, Amazon has beaten its
earnings expectations, but tariffs and trade drama were the unwanted
guests crashing the investor update.
Speaker 1 (04:49):
Trade drama is the plot twist. Amazon did not need banan,
so tell me more.
Speaker 2 (04:53):
Well, we all know Amazon, the e commerce behemoth, started
in around nineteen ninety four.
Speaker 1 (04:57):
Grew from books online to pretty much everything.
Speaker 2 (05:00):
Yeah, we're talking cloud infrastructure, to kindle book readers, to
an AI helper in Alexa, and so much more.
Speaker 1 (05:07):
Yeah, and be man late last week, investors were waiting
with baited breath to hear about how the tariffs had
impacted Amazon's last quarter, and the answer not much at all.
In fact, Amazon's ad business grew nineteen percent this quarter,
which made it one of the fastest growing arms of
the company.
Speaker 2 (05:20):
Amazon reported quarterly revenue of more than one hundred and
fifty five billion US dollars, which did yes, beat investor expectations.
Speaker 1 (05:27):
Then it's share price dropped.
Speaker 2 (05:28):
Why you ask, tariffs and taxes.
Speaker 1 (05:31):
Yeah, but Amazon is trying to keep its prices stable
for as long as possible by forward buying.
Speaker 2 (05:36):
Interesting, what is the key learning here?
Speaker 1 (05:38):
Forward buying is when companies purchased large volumes of stock
in advance.
Speaker 2 (05:42):
It's a bit like panic buying, but for big companies.
Speaker 1 (05:44):
Yeah, they do it to glock in current prices and
ensure there's enough supply at that price because Jazu boy,
we know right now there is a genuine risk of
one hundred and forty five percent cost increases for Amazon
thanks to tariffs and be man Typically, forward buying is
a tactic used by infantry managers to reduce volatility.
Speaker 2 (06:01):
Maybe currency changes.
Speaker 1 (06:03):
Or concerns around the supply of good, but.
Speaker 2 (06:05):
In twenty twenty five, it's also a trade war survival strategy.
Speaker 1 (06:08):
Get this, Approximately fifty percent of Amazon's products are likely
to be affected by these whopper tariffs according to UBS.
Speaker 2 (06:15):
So Amazon is forward buying from tariff hit countries like
China so it can hedge it spets.
Speaker 1 (06:20):
And this allows them to sell goods at pre tariff
prices for longer.
Speaker 2 (06:23):
But it's a double edged sword because if Amazon stockpiles
too much stock, it can tie up cash and its warehouses.
Speaker 1 (06:30):
Fluxlamm, gen Z, millennials and gen X. They all have
very different money mindsets, very different saving and spending habit
and of course investing mindsets as well, so we cover
it all in the Flux app with feedback from the
whole Flux community. Do you want to learn more about
the different mindsets of all the different generations and make
sure to check it out.
Speaker 2 (06:47):
Thanks for listening and we'll see you on Wednesday.
Popular Podcasts
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
The Joe Rogan Experience
The official podcast of comedian Joe Rogan.
True Crime Tonight
If you eat, sleep, and breathe true crime, TRUE CRIME TONIGHT is serving up your nightly fix. Five nights a week, KT STUDIOS & iHEART RADIO invite listeners to pull up a seat for an unfiltered look at the biggest cases making headlines, celebrity scandals, and the trials everyone is watching. With a mix of expert analysis, hot takes, and listener call-ins, TRUE CRIME TONIGHT goes beyond the headlines to uncover the twists, turns, and unanswered questions that keep us all obsessed—because, at TRUE CRIME TONIGHT, there’s a seat for everyone. Whether breaking down crime scene forensics, scrutinizing serial killers, or debating the most binge-worthy true crime docs, True Crime Tonight is the fresh, fast-paced, and slightly addictive home for true crime lovers.