Episode Details

Salesforce just had a blockbuster quarter, soaring 18% after crushing earnings expectations with $11.35 billion in revenue and $5.90 in adjusted EPS—way above forecasts. The AI bet paid off big: a $2.6 billion gain from their Anthropic stake, plus an 81% jump in free cash flow. They’re also rolling out a Claude plugin to supercharge sales emails, snagged a $1.6B VA contract, and are eyeing customer service startup Fin. With strong growth projections and a rising performance obligation, Salesforce is turning investor skepticism into confidence—even as they navigate software license headwinds.

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