Squawk on the Street cover image

SOTS 2nd Hour: Software Rebounds, Salesforce CEO Pushback, & LIVE: Paramount Skydance's David Ellison 3/5/26

Squawk on the Street

00:00

Market Dislocation and Fundamentals

Benioff criticizes market pricing disconnect from fundamentals and defends SaaS value, margins, and cash flow realities.

Play episode from 41:04
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app