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Experts Tim Beyers, Asit Sharma, and Ricky Mulvey dissect Salesforce's revenue slump and its AI investments, contrasting narratives about its growth potential. They also explore companies like AMD and Micron benefiting from the data center spending boom, discussing competition in the GPU market and advanced memory components driving growth.
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Quick takeaways
- Salesforce's revenue miss caused stock drop, but AI focus indicates future growth potential.
- Balancing revenue concerns, Salesforce's evolution towards a mature enterprise software company is promising.
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Salesforce Revenue Miss and Future Growth Concerns
Salesforce reported a revenue miss, leading to a significant drop in stock prices. The first-quarter revenue of 9.13 billion fell short of street expectations. The Q2 forecast was also below market desires, causing further concern. The company's reduced margin guidance added to the negative outlook, indicating challenges to growth.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode