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Know What You Are Investing
Taweewut Waicharoen
47 episodes
5 days ago
🎯 Know What You Are Investing Decode the world’s top companies. 🔍 What they do 🚀 How they grow 📊 Why it matters 📞 Earnings call deep dives 💡 Clear, insightful, and investor-focused For beginners & pros who want to build real conviction. 🔔 Subscribe for smart investing insights! #InvestingPodcast #MensHobby #KnowWhatYouInvest
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Investing
Business
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All content for Know What You Are Investing is the property of Taweewut Waicharoen and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
🎯 Know What You Are Investing Decode the world’s top companies. 🔍 What they do 🚀 How they grow 📊 Why it matters 📞 Earnings call deep dives 💡 Clear, insightful, and investor-focused For beginners & pros who want to build real conviction. 🔔 Subscribe for smart investing insights! #InvestingPodcast #MensHobby #KnowWhatYouInvest
Show more...
Investing
Business
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Salesforce Q2 FY26 Earnings Recap | Agentic Enterprise & Data Cloud Growth
Know What You Are Investing
20 minutes 13 seconds
2 months ago
Salesforce Q2 FY26 Earnings Recap | Agentic Enterprise & Data Cloud Growth

Salesforce delivered a strong Q2 FY26, beating expectations on revenue, margins, and cash flow. The company raised full-year guidance, signaling confidence in its AI-driven future.


In this episode of Know What You Are Investing, we break down:


  • 🚀 Revenue growth to $10.24B and margin expansion

  • 🤖 The rise of the Agentic Enterprise powered by Agentforce

  • ☁️ Data Cloud momentum with 140% growth in customers

  • 💵 A $20B buyback boost, bringing repurchase authorization to $50B

  • ⚠️ Risks: marketing & commerce softness, UK/Japan deceleration, Informatica timing



Tune in for a balanced investor view on Salesforce’s next chapter.

Know What You Are Investing
🎯 Know What You Are Investing Decode the world’s top companies. 🔍 What they do 🚀 How they grow 📊 Why it matters 📞 Earnings call deep dives 💡 Clear, insightful, and investor-focused For beginners & pros who want to build real conviction. 🔔 Subscribe for smart investing insights! #InvestingPodcast #MensHobby #KnowWhatYouInvest