Whoever just mentioned being surprised about the Salesforce stock price drop following the earnings announcement earlier today, I was going to post the following before your post was deleted: They missed earnings guidance by like 6% and people are reacting because it amounts to ~$5BN. While they’re up there in revenues that’s still a lot. Also they haven’t really addressed a plan for cannibalization of their market share due to AI/augentic which feels like the actual root cause …!

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