This is what some of the world’s corporate leaders are saying on their quarterly earnings calls about issues ranging from Covid-19 to the U.S. presidential election.
The Pandemic
Advanced Micro Devices Inc. CEO Lisa Su:
“Our core business is doing very well. I think if you look at some of the components of that, the PC market environment is strong. If you look at all the work from home, school from home trends, I think that has certainly helped this year.” (Oct. 27)
AutoNation Inc. CEO Mike Jackson:
“What’s happening here is a reorientation and prioritization of the household budget. What the American people are saying and doing is: ‘You know what, I want to move away from density. I want more space at home. I may be working more at home in the future than I thought I would be. And by the way, I love the independence of deciding when I move around and how I move around, and I’m not real excited to get back on public transportation.’ The fact that we have very attractive interest rates is a multiplier effect on this reorientation of the household budget.” (Oct. 21)
