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<rss xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:podcast="https://podcastindex.org/namespace/1.0" xmlns:media="http://search.yahoo.com/mrss/" version="2.0"><channel><title>Earnings Share</title><link>https://www.spreaker.com/podcast/earnings-share--7058056</link><description><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br />]]></description><atom:link href="https://www.spreaker.com/show/7058056/episodes/feed" rel="self" type="application/rss+xml"/><language>en</language><category>Business</category><copyright>Copyright Eduardo Salas</copyright><image><url>https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/61bd1ea5ac7417eae4c9fa4ec2e8e55c.jpg</url><title>Earnings Share</title><link>https://www.spreaker.com/podcast/earnings-share--7058056</link></image><lastBuildDate>Tue, 23 Jun 2026 12:32:18 +0000</lastBuildDate><itunes:author>Eduardo Salas</itunes:author><itunes:owner><itunes:name>Eduardo Salas</itunes:name><itunes:email>idesgo1@gmail.com</itunes:email></itunes:owner><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/61bd1ea5ac7417eae4c9fa4ec2e8e55c.jpg"/><itunes:subtitle>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....</itunes:subtitle><itunes:summary><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br />]]></itunes:summary><itunes:category text="Business"/><itunes:explicit>false</itunes:explicit><podcast:txt purpose="ai-content">true</podcast:txt><itunes:type>episodic</itunes:type><item><title>Salesforce replaces software seats with AI agents</title><link>https://www.spreaker.com/episode/salesforce-replaces-software-seats-with-ai-agents--72198919</link><description><![CDATA[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 for FY2030 and capital return strategies, mean for operating margins and the future of the stock. Let’s look at the balance sheet.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></description><guid isPermaLink="false">https://api.spreaker.com/episode/72198919</guid><pubDate>Thu, 28 May 2026 02:56:29 +0000</pubDate><enclosure url="https://dts.podtrac.com/redirect.mp3/api.spreaker.com/download/episode/72198919/salesforce_replaces_software_seats_with_ai_agents.mp3" length="27116910" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/4e29fa5f-35fa-428c-89bc-86afc6e8edab/4e29fa5f-35fa-428c-89bc-86afc6e8edab.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4e29fa5f-35fa-428c-89bc-86afc6e8edab/4e29fa5f-35fa-428c-89bc-86afc6e8edab.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/4e29fa5f-35fa-428c-89bc-86afc6e8edab/4e29fa5f-35fa-428c-89bc-86afc6e8edab.vtt" type="text/vtt" language="en"/><podcast:txt purpose="ai-content">true</podcast:txt><itunes:author>Eduardo Salas</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 for FY2030 and capital return strategies, mean for operating margins and the future of the stock. Let’s look at the balance sheet.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></itunes:summary><itunes:duration>1695</itunes:duration><itunes:keywords>agentforce,agents,ai,crm,earnings,financial,fy27,qi,result,salesforce,share,software,stock,tech,wallstreet</itunes:keywords><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/61bd1ea5ac7417eae4c9fa4ec2e8e55c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple´s Billion Dollar Days and MacBook Neo</title><link>https://www.spreaker.com/episode/apple-s-billion-dollar-days-and-macbook-neo--72178522</link><description><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></description><guid isPermaLink="false">https://api.spreaker.com/episode/72178522</guid><pubDate>Wed, 27 May 2026 02:39:09 +0000</pubDate><enclosure url="https://dts.podtrac.com/redirect.mp3/api.spreaker.com/download/episode/72178522/apple_s_billion_dollar_days_and_macbook_neo.mp3" length="18407059" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/2dabd698-d84d-4627-baca-d42a7d540212/2dabd698-d84d-4627-baca-d42a7d540212.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/2dabd698-d84d-4627-baca-d42a7d540212/2dabd698-d84d-4627-baca-d42a7d540212.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/2dabd698-d84d-4627-baca-d42a7d540212/2dabd698-d84d-4627-baca-d42a7d540212.vtt" type="text/vtt" language="en"/><podcast:txt purpose="ai-content">true</podcast:txt><itunes:author>Eduardo Salas</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></itunes:summary><itunes:duration>1151</itunes:duration><itunes:keywords>aapl,apple,appstore,earnings,financial,investing,iphone,mac,macbook,macos,market,report,services,share,software,stock,tech</itunes:keywords><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/61bd1ea5ac7417eae4c9fa4ec2e8e55c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Alphabet´s 35 billion dollar infrastructure bet</title><link>https://www.spreaker.com/episode/alphabet-s-35-billion-dollar-infrastructure-bet--72178236</link><description><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></description><guid isPermaLink="false">https://api.spreaker.com/episode/72178236</guid><pubDate>Wed, 27 May 2026 02:25:42 +0000</pubDate><enclosure url="https://dts.podtrac.com/redirect.mp3/api.spreaker.com/download/episode/72178236/alphabet_s_35_billion_dollar_infrastructure_bet.mp3" length="36675219" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/ebc9ea0b-d725-4dff-ae78-2a61b80dbe13/ebc9ea0b-d725-4dff-ae78-2a61b80dbe13.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/ebc9ea0b-d725-4dff-ae78-2a61b80dbe13/ebc9ea0b-d725-4dff-ae78-2a61b80dbe13.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/ebc9ea0b-d725-4dff-ae78-2a61b80dbe13/ebc9ea0b-d725-4dff-ae78-2a61b80dbe13.vtt" type="text/vtt" language="en"/><podcast:txt purpose="ai-content">true</podcast:txt><itunes:author>Eduardo Salas</itunes:author><itunes:subtitle>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....</itunes:subtitle><itunes:summary><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></itunes:summary><itunes:duration>2293</itunes:duration><itunes:keywords>ai,alphabet,analysis,cloud,earnings,financial,googl,google,investment,report,results,share,stock,tech</itunes:keywords><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/61bd1ea5ac7417eae4c9fa4ec2e8e55c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Microsoft´s 82 Billion Dollar AI Engine</title><link>https://www.spreaker.com/episode/microsoft-s-82-billion-dollar-ai-engine--72157556</link><description><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></description><guid isPermaLink="false">https://api.spreaker.com/episode/72157556</guid><pubDate>Mon, 25 May 2026 17:42:11 +0000</pubDate><enclosure url="https://dts.podtrac.com/redirect.mp3/api.spreaker.com/download/episode/72157556/microsoft_s_82_billion_dollar_ai_engine.mp3" length="33103758" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/243c4393-04ce-4b0b-9030-d6fbe18b8fb3/243c4393-04ce-4b0b-9030-d6fbe18b8fb3.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/243c4393-04ce-4b0b-9030-d6fbe18b8fb3/243c4393-04ce-4b0b-9030-d6fbe18b8fb3.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/243c4393-04ce-4b0b-9030-d6fbe18b8fb3/243c4393-04ce-4b0b-9030-d6fbe18b8fb3.vtt" type="text/vtt" language="en"/><podcast:txt purpose="ai-content">true</podcast:txt><itunes:author>Eduardo Salas</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></itunes:summary><itunes:duration>2069</itunes:duration><itunes:keywords>ai,cloud,earnings,microsoft,msft,share</itunes:keywords><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/61bd1ea5ac7417eae4c9fa4ec2e8e55c.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>NVIDIA breaks the laws of business physics</title><link>https://www.spreaker.com/episode/nvidia-breaks-the-laws-of-business-physics--72157005</link><description><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></description><guid isPermaLink="false">https://api.spreaker.com/episode/72157005</guid><pubDate>Mon, 25 May 2026 17:14:43 +0000</pubDate><enclosure url="https://dts.podtrac.com/redirect.mp3/api.spreaker.com/download/episode/72157005/nvidia_breaks_the_laws_of_business_physics.mp3" length="35945462" type="audio/mpeg"/><podcast:transcript url="https://transcription.spreaker.com/starship/0a585030-66e7-45e5-a883-e3f429936d84/0a585030-66e7-45e5-a883-e3f429936d84.srt" type="application/x-subrip" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0a585030-66e7-45e5-a883-e3f429936d84/0a585030-66e7-45e5-a883-e3f429936d84.txt" type="text/plain" language="en"/><podcast:transcript url="https://transcription.spreaker.com/starship/0a585030-66e7-45e5-a883-e3f429936d84/0a585030-66e7-45e5-a883-e3f429936d84.vtt" type="text/vtt" language="en"/><podcast:txt purpose="ai-content">true</podcast:txt><itunes:author>Eduardo Salas</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.<br /><br />Disclaimer: This podcast is for educational and informational purposes only and does not constitute financial advice or investment recommendations.<br /><br /><br />This episode includes AI-generated content.]]></itunes:summary><itunes:duration>2247</itunes:duration><itunes:keywords>ai,earnings,investing,nvda,nvidia,share,stocks</itunes:keywords><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/61bd1ea5ac7417eae4c9fa4ec2e8e55c.jpg"/><itunes:episodeType>full</itunes:episodeType></item></channel></rss>
