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cover of episode Salesforce Fuels AI Engine

Salesforce Fuels AI Engine

2025/5/27
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Motley Fool Money
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R
Ricky Mulvey
作为《Motley Fool》播客主持人，Ricky Mulvey 提供对各大公司财务表现和未来发展的深入分析。
R
Robert Brokamp
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Tim Beyers
高级分析师和领先顾问，专注于软件和技术行业的投资分析。
Topics
Ricky Mulvey: 阵亡将士纪念日周末票房创历史新高，表明电影院正在复苏。虽然流媒体对影院造成冲击，但影院通过提供更优质的观影体验，如座位送餐和高级饮品，成功吸引观众回归。我认为我们正在进入一个流媒体和影院平衡的时代，影院不会完全消失，并且正在展现出复苏的迹象。 Tim Beyers: 我认为已知的系列电影仍然是吸引观众进入影院的主要因素。虽然电影院的观影体验有所提升，但真正让观众走进影院的还是那些受欢迎的系列电影。我很高兴看到电影院重新焕发生机，但我也认为这更多地归功于系列电影的吸引力。

Deep Dive

Chapters
The Memorial Day weekend box office hit a record high, exceeding 2013's numbers. While this may suggest a resurgence of movie theaters, the success is largely attributed to known franchises. However, the improved theater experience and the success of some original films hint at a potential balance between streaming and traditional cinema.
  • Record-breaking Memorial Day weekend box office (325 million USD)
  • Success driven by known franchises like Lilo & Stitch and Mission Impossible
  • Improved theater experience with in-seat food and drinks
  • Resurgence of original films like 'Friendship'

Shownotes Transcript

Life is good when you can make an $8 billion move in cash.

(00:21) Tim Beyers and Ricky Mulvey discuss:

  • A record Memorial Day weekend for the box office.

  • Salesforce’s announced acquisition of Informatica.

  • Why investors may be underrating the growth of 5G.

Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work.

Companies discussed: CRM, INFA, DE, IOT

Build your Range Rover Sport at www.rangerover.com/us/sport

Host: Ricky Mulvey

Guests: Tim Beyers, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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