Salesforce reported its Q3 FY26 earnings. On the surface, the slides and press release showed solid growth, strong cash flow, and upbeat guidance. But during the earnings call, management shared many important details that never appeared clearly in the presentation.
This post explains everything in plain language, combining the official numbers with the real story from the earnings call.
TSMC closed 2025 with one of the strongest quarters in its history, driven by sustained AI demand, accelerating advanced-node adoption, and disciplined execution. While the earnings presentation highlighted record financial performance and an upbeat outlook, the earnings call transcript revealed deeper strategic signals that are critical for understanding where TSMC’s growth and risks truly lie.
Alphabet delivered a landmark quarter in Q3 2025, reporting its first-ever revenue quarter above USD 100 billion. While the earnings presentation highlighted strong financial growth across Search, YouTube, and Cloud, the earnings call transcript revealed deeper strategic signals that are not visible in the slides alone. Here’s a complete picture of where Google is heading.
Microsoft just reported one of the most important quarters in its history. On the surface, FY25 Q3 looked strong: revenue grew 13 percent, cloud grew 20 percent, and Azure grew over 30 percent. But if you only read the earnings slides, you miss the real story.
The real signal was hidden inside the earnings call transcript. When you combine the slides with what Satya Nadella and Amy Hood actually said, you realize something much bigger is happening.
Microsoft is no longer just growing. It is becoming the core infrastructure of the global AI economy.