Valuations still builds in a lot of optimism on long-term outlook, says Steve Koenig on Snowflake (SNOW). He and Derrick Wood discuss the stock surge after earnings. They also talks about the major takeaways from the Salesforce (CRM) earnings. Steve notes that CRM's revenue beat was relatively modest, mostly from professional services. They then go over the expectations for DOMO and SUMO earnings. Tune in to find out more.
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