$NVDA reported earnings today but I was more focused on $CRM and $CRWD as they have become bigger positions in my portfolio than Nvidia. Here are key takeaways from both reports: Salesforce (CRM) Q2 Earnings Highlights: - EPS & Revenue Beat: Salesforce delivered strong top- and bottom-line growth, with revenue reaching $11.35 billion (up ~11% YoY) and outperforming analyst expectations. - AI & Agentforce Momentum: Massive adoption in AI capabilities, with Agentforce ARR reaching $1.5 billion and agentic workloads spiking 97% quarter-over-quarter. - Raised Guidance: Management raised full-year FY27 revenue guidance to $46.1B–$46.4B, driven by robust demand across Slack, Data 360, and new AI integrations. - Strong Cash Flow: Free cash flow increased by 81% YoY to $1.1 billion, backed by steady execution on its $25B share repurchase program. CrowdStrike (CRWD) Q2 Earnings Highlights: - AI Security Acceleration: CrowdStrike continues to capitalize on strong enterprise demand for Falcon's threat intelligence and AI-driven cybersecurity modules. - Robust ARR & Revenue Growth: The company remains on track toward its full-year net new Annual Recurring Revenue (ARR) goal of ~$1.291 billion. - Solid Margins: Outperformed consensus expectations across operating income and free cash flow as cybersecurity remains a top enterprise spending priority. Salesforce report assuaged fears of revenue growth slowdown and its announcement of partnership with Anthropic to build claudeforce is also helping bump up the stock. Crowdstrike proved that security is going to be a major benefactor in the era of AI. Happy to hold both of these long term. ✌️✌️
178 views
0 Comments
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
