Salesforce & SentinelOne Earnings Reviews + PayPal & SoFi CFO Interviews Table of Contents * 1. Salesforce (CRM) – Earnings Review * a. Salesforce 101 * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call & Release * g. Take * 2. SOFI (SOFI)
Zscaler Earnings Review Table of Contents * a. Zscaler 101 * b. Demand * c. Profits & Margins * d. Guidance & Valuation * e. Call & Release * GenAI Opportunity – Securing AI Apps: * GenAI Opportunity – Its Own GenAI Products: * Data Security
News of the Week (November 25 - 29, 2024) I hope you’re all having a great holiday and weekend. In case you missed it, I posted a CrowdStrike earnings review earlier in the week. Table of Contents * 1. Nu (NU) – Brazil