Salesforce Q2: AI Validation or Slow Growth?

Salesforce's Q2 report reveals a ten percent revenue jump, hitting ten billion dollars, but a deeper look shows growth slowing in core areas like sales and marketing. Despite AI progress and impressive Data Cloud growth, legacy software still dominates revenue. Layoffs and high margins precede a stock dip as investors react to a projected slowdown in Q3 growth, raising concerns about Salesforce's shift to a slower growth phase compared to AI-driven giants like Microsoft. Hosted on Acast. See acast.com/privacy for more information.