It’s been a super busy week in earnings season. We’ve got news, views, and maybe the odd insight on this week’s PlayingFTSE podcast!

Steve and Steve are in this week. They’ve been looking at all kinds of earnings reports, but top of their list is some news from Freetrade. One of the major UK commission-free brokerages, Freetrade have been adjust their fee structure. What’s the news? The Steves have the info.

Then it’s onto earnings. We were aiming for some quick earnings and some more in-depth earnings. What we ended up with was some earnings, some other earnings, and a few more earnings. Enjoy!

Steve W has a baby. As such, he has no time to look at anything. But he’s been interested in the Apple and Microsoft reports, to get a feel for what their management is seeing as the major catalysts moving big tech around. Neither Steve owns either of these, but the reports came in strong.

Steve D has Covid. To make himself feel better, he’s been looking at Visa and Mastercard reports. Neither Steve owns either of these stocks, but their reports give a good insight into what’s going on with consumer spending.

After that, it’s on to some more familiar territory. Steve W reports on Intel and Teladoc together. What do these companies have in common? People have strong views on them one way or another. And both stocks got hit after releasing earnings. Were the reports that bad?

Next up, a Steve D special. Roku has been getting thwacked lately. And Steve has been doing what he does best and finding interesting things about the structure of Roku’s contracts. Steve’s been taking some action with his Roku position – did he sell it all, or did he just double down?

Roku is an advertising company. Steve W owns one of those – it’s called Meta. Revenue is flat at Meta Platforms and net income is down. When this happens, the question is whether this is the product of a macroeconomic headwind or something wrong at the company. Steve has an idea.

Following on from Meta, it’s time to look at another advertising stock. Alphabet, owned by both Steves. Steve D has some important ideas on the difference between Alphabet (and Amazon) – the search-based advertisers, and Meta, which tries to hunt down what people are interested in based on their activities.

Then it’s on to Amazon itself. Both Steves own this stock and it’s a big part of each of their portfolios. The share price shot higher after earnings, so is either Steve wanting to buy more of this stock?

We finish the show with a whistle-stop tour of some smaller companies from Steve D. Etsy, Spotify, and Kering are all on the list. These are businesses that we’ve talked about intermittently on the podcast at one point or another. How are they getting on?

Only on this week’s PlayingFTSE!