Lisa Mateo
speaker
1,758 appearances
189 recordings
6 series
first heard Jul 2025
last heard 5d ago
Lisa Mateo’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 188 in all, peaking in Feb 2026 with 84.
Appearances
Both actually in the green.
Snowflake, we just had the CEO on, talking about how they're able to be at the epicenter of the enterprise AI adoption.
And for now, investors believe that.
But I'm looking at Salesforce managing to turn around.
It was down after market yesterday.
They post a $50 billion authorization to buy back shares.
We're seeing an adoption of agent force that is now at $800 million run rate, up from 500.
We're up 2.5%, but both of these stocks have been battered over the course of the last few months, Ed.
Okay, let's get more on Salesforce's earnings and speak with Bloomberg's Brody Ford.
And 24 hours ago when you were on the show, we were saying this is going to be about them evidencing organic growth versus inorganic growth.
And actually, that did come up.
They talked about, you know, whatever's happening in AI, the thing that they're offering will help them grow as opposed to just buying up other companies that are growing fast.
It's an ugly picture, in fact, if you're looking over the course of the last 12 months, Brody.
And in terms of agent force adoption, in terms of that average revenue run rate, are we seeing them being able to prove out that they're so intertwined, no one's going to be forcing out the platform, and it's more just a question of how much they can charge for it going forward?
Let's talk about how the markets are digesting all of these earnings.
We're going to go back, of course, to NVIDIA's results as well with none other than Nancy Tengler, CEO, CIO of Alpha Tengler Investments, who joins us on our birthday and also our Super Bowl day that is NVIDIA.
But let's just start with software for a minute, Nancy.
What do you make of the software numbers that we saw from CRM that we see from Snowflake as well?
Did they manage to push back on this disastrous fear engulfing the market that generative AI is going to eat their lunch?
Yeah, thanks, Caroline, for mentioning my birthday.
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