Salesforce posted a massive earnings beat for Q2 2027, but nearly half the reported profit stems from a startup portfolio paper gain rather than actual software sales.


In ~10 minutes:

- How a $2.6B venture capital markup artificially inflated EPS.

- Shuffling Slackbot revenue to claim 240% Agentforce growth.

- Why the raised full-year guidance is mostly driven by M&A.

- The tension between usage-based AI credits and legacy software seats.


CEO Marc Benioff insists the AI revolution won't cannibalize the enterprise software market, but the company’s quiet push toward "Agentic Work Units" tells a different story. We break down the real operating metrics hiding behind a 13% after-hours stock pop.


Salesforce, Inc. (CRM) | Q2 FY2027

AI-assisted production. Feedback/ticker requests: https://x.com/EarnUnscripted.

Rss
Podden och tillhörande omslagsbild på den här sidan tillhör Miro Benes. Innehållet i podden är skapat av Miro Benes och inte av, eller tillsammans med, Poddtoppen.