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AI agents will wreak havoc without quality data behind them. That’s why the Data Cloud numbers should be a source of optimism for Salesforce. Mike Pastore on February 27, 2025 It was the moment during the Salesforce earnings call on Wednesday when the needle scratched across the record. Amy Weaver, Salesforce president and CFO, … Continue reading When will Agentforce make its mark on Salesforce earnings? Wait ‘til next year
July 30, 2024 Microsoft earnings show that investors only care about AI now MSFT stock dropped more than 6% in after-hours trading despite a 15% jump in revenue, as investors focused on AI. BY Chris Morris Microsoft shares were down more than 6% in after-hours trading Tuesday, despite quarterly earnings beating on the top and bottom … Continue reading Microsoft earnings show that investors only care about AI now
There’s plenty of smoke, but as yet no fire to the rumors. Constantine von Hoffman on May 29, 2024 HubSpot’s earnings and revenue beat expectations for the ninth consecutive quarter amid more reports of a sale to Google’s parent company Alphabet. The Cambridge, Mass., digital marketing vendor reported earnings at $ 1.68 a share … Continue reading HubSpot earnings stay hot amid reports of sale to Google
May 07, 2024 Reddit kicks off its first-ever earnings call in a very Reddit way, answering questions from users It wasn’t quite an AMA, but Reddit executives fielded a few questions submitted by Redditors on the company’s first earnings call. Here’s how it went. BY Chris Morris Reddit has always marched to the beat of its … Continue reading Reddit kicks off its first-ever earnings call in a very Reddit way, answering questions from users
May 22, 2024 A retail analyst says Target is ‘falling behind’ Walmart, Amazon, and Costco after earnings, but hope is not lost The company’s stock growth has lagged this year when compared to some of its competitors in the retail space. BY Sam Becker Target reported Q1 2024 earnings on Wednesday, revealing to investors that comparable … Continue reading A retail analyst says Target is ‘falling behind’ Walmart, Amazon, and Costco after earnings, but hope is not lost
April 26, 2024 Tech earnings week turns around after Google, Microsoft, and Snap delight Wall Street After a weak start to earnings season from Netflix and Meta, tech companies saw their fortunes reverse to close out the week on a high note. BY Michael Grothaus Until late (May 15, 2024), major tech stocks were having a … Continue reading Tech earnings week turns around after Google, Microsoft, and Snap delight Wall Street
April 25, 2024 Alphabet and Microsoft earnings show AI is still Wall Street gold Investors have pummeled Meta for its AI spending, but are rewarding Alphabet, Microsoft, and Snap for doing the same. Here’s why. BY Chris Morris After Meta’s stock meltdown late Wednesday afternoon and Thursday, the tech sector is roaring back in after-hours trading … Continue reading Alphabet and Microsoft earnings show AI is still Wall Street gold
Google, Microsoft Mention AI More Than 100 Times On Earnings Calls by Laurie Sullivan , Staff Writer @lauriesullivan, January 31, 2024 Margin improvements took a front seat during the company’s earnings calls on Tuesday, as Google and Microsoft independently spoke about integrating generative AI into every aspect of their businesses — especially advertising. Each company independently … Continue reading Google, Microsoft Mention AI More Than 100 Times On Earnings Calls
By Chris Morris October 24, 2023 Microsoft beat analyst expectations in its latest fiscal quarter, giving the stock a big boost in after-hours trading. Shares were around 4% higher after the company reported first-quarter earning results of $2.99 per share, significantly higher than the $2.65 per share expected by FactSet. Revenue topped expectations as … Continue reading Microsoft earnings blow past analyst expectations
These earnings results came before Adobe announced it was adding the Firefly image generator to its products. Constantine von Hoffman on September 15, 2023 Adobe’s third-quarter results topped Wall Street estimates and revenue for its Adobe Experience Cloud was a big reason why. Overall, the software company reported adjusted earnings of $ 4.09 per share … Continue reading Adobe Experience Cloud on pace for record earnings
