CRM Earnings: Margin Story Crucial for Continuing Software Rebound
Schwab Network · Schwab Network
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Show Notes
Melissa Otto believes the key to a Salesforce (CRM) earnings win lies in the margins. She believes capitalizing on efficiency and reducing costs will open a wider runway for Salesforce's A.I. execution. Melissa notes the stock's underperformance on the year but warns that guidance still needs to exceed expectations. Tom White offers example options trades for the software giant ahead of its report.
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