Eduardo Salas

Earnings Share

Business EN ↓ 5 episodes

Express analysis of quarterly earnings reports from Wall Street's most influential companies. Discover what the numbers mean for stock prices, balance sheets, and the future of the market. Crucial, straight-to-the-point insights for smart investors. Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.

Author

Eduardo Salas

Episodes

Salesforce replaces software seats with AI agents 28.05.2026 28:15

In this episode of Earnings Share, we dissect Salesforce’s (CRM) latest First Quarter Fiscal 2027 financial results. We break down their solid $11.1 billion revenue performance and the massive strategic shift toward autonomous AI with the success of Agentforce, which already clocked 1.6 billion agentic work unit executions. Discover what these metrics, along with their long-term growth guidance fo...

Apple´s Billion Dollar Days and MacBook Neo 27.05.2026 19:11

We analyze Apple's (AAPL) recent quarterly earnings report to understand the growth velocity of its intelligent cloud and enterprise ecosystem. Discover how its billion dollar AI engine is performing, what the margins look like, and how Wall Street is reacting to the new guidance. Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice o...

Alphabet´s 35 billion dollar infrastructure bet 27.05.2026 38:13

In this episode of Earnings Share, we dissect the latest quarterly financial results of Alphabet (GOOGL). We break down the massive revenue growth, the unstoppable demand for AI infrastructure, and what these numbers mean for the future of the stock. Is Alphabet really breaking the laws of business physics? Let’s look at the balance sheet. Disclaimer: This podcast is for educational and informatio...

Microsoft´s 82 Billion Dollar AI Engine 25.05.2026 34:29

We analyze Microsoft's (MSFT) recent quarterly earnings report to understand the growth velocity of its intelligent cloud and enterprise ecosystem. Discover how its 82 billion dollar AI engine is performing, what the margins look like, and how Wall Street is reacting to the new guidance. Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial a...

NVIDIA breaks the laws of business physics 25.05.2026 37:27

In this episode of Earnings Share, we dissect the latest quarterly financial results of Nvidia (NVDA). We break down the massive revenue growth, the unstoppable demand for AI infrastructure, and what these numbers mean for the future of the stock. Is Nvidia really breaking the laws of business physics? Let's look at the balance sheet. Disclaimer: This podcast is for educational and informational p...