In this episode of Know What You Are Investing, we decode the key highlights from NVIDIA’s 2025 Annual Shareholder Meeting—packed with strategic visions from Jensen Huang, including “AI Factories” poised to reshape global infrastructure, 114% revenue growth, and CUDA-X emerging as the new foundation of accelerated computing.

We’ll dive into how NVIDIA is leading the shift from software to physical AI agents working alongside humans, explore upcoming investments in AI infrastructure, and address looming regulatory challenges.

🎧 Tune in to gain an investor’s perspective on where AI is heading next—and why it matters.

🎧 Episode: Adobe Q2 FY2025 – AI-Powered Growth, Record Revenue & Firefly Momentum

Earning Release : Jun 12, 2025

🎙️ Podcast Channel: Know What You Are Investing

🔍 What they do

🚀 How they grow

📊 Why it matters

In this episode, we decode Adobe’s Q2 FY2025 earnings — a quarter marked by record revenue, accelerated AI monetization, and rising confidence in the company’s long-term growth trajectory.

🔍 What They Do:

Adobe is transforming digital creativity and productivity with AI at the core. Its flagship products—Acrobat, Creative Cloud, Firefly, and GenStudio—are now deeply infused with AI, enabling users across industries to create faster, smarter, and with greater flexibility.

🚀 How They Grow:

This quarter, Adobe reported:

• Record Revenue of $5.87B (+11% YoY)

• Digital Media Revenue: $4.35B (+12% YoY)

• Digital Experience Revenue: $1.46B

• Ending ARR: $18.09B

• Non-GAAP EPS: $5.06 (+13% YoY)

• $2.19B in operating cash flow (Q2 record)

• Firefly and Acrobat AI Assistant users grew 3x YoY

• Over 24B AI generations to date with Firefly

📊 Why It Matters:

Adobe is not just embedding AI into its products—it’s monetizing it at scale. With AI-first tools like Acrobat AI Assistant and the Firefly App driving new user adoption and engagement, Adobe’s AI ARR is on track to exceed $250M by FY25 year-end. The company’s strategy around commercial safety, enterprise trust, and content IP is giving it a durable advantage in a crowded and litigation-prone AI landscape.

🌐 Global Growth Drivers:

• Creative Cloud Pro launched with Firefly integration

• Emerging market momentum in India, Latin America, and Eastern Europe

• Express onboarding ~8,000 new businesses in Q2 (+6x YoY)

• GenStudio adoption surging in the enterprise space, with 45% QoQ growth

• Big-name wins include Cisco, Ulta Beauty, Dyson, Wells Fargo

🧠 What We Cover:

• How Adobe’s AI tools are driving ARR growth and user expansion

• Why Firefly’s “commercial safety” makes it an enterprise favorite

• The bullish case for Creative Cloud Pro and GenStudio

• Outlook: Raised revenue and EPS guidance for FY25

• Risks ahead: AI monetization pace, Express competition, and copyright scrutiny

💬 Quote from CEO Shantanu Narayen:

📈 Outlook Raised:

• FY25 Revenue: $23.5–$23.6B

• Digital Media Revenue: $17.45–$17.5B

• Non-GAAP EPS: $20.50–$20.70

📢 Adobe isn’t just riding the AI wave—it’s shaping it. Tune in to understand how this creative tech giant is evolving into a platform-driven growth story with defensible AI models and a vision for sustainable monetization.

#Adobe #Firefly #AcrobatAI #Q2Earnings #AIStocks #CreativeCloud #InvestingInsights #KnowWhatYouAreInvesting

In this episode of Know What You Are Investing, we analyze Salesforce’s Q1 2025 performance and strategic direction for FY26:

• 📈 8% YoY revenue growth across all regions

• 💰 $6.5B operating cash flow with margin expansion

• 💼 Share repurchases and increased dividends

• 🧠 Major push into Data + AI with the Informatica acquisition

• 🔄 Shift toward a consumption-first growth model

• ⚖️ Legal and compliance risks still present, including Slack and Backpage litigation

Salesforce is reshaping its long-term strategy by investing in AI, expanding global distribution, and driving recurring consumption. Listen to find out what it means for investors.

In this episode of Know What You Are Investing, we break down NVIDIA’s Q1 FY26 results:

• 📊 Record $44.1B revenue driven by Data Center expansion

• 💻 Blackwell platform ramping at historic speed

• 🌐 AI factories scaling across the globe

• 🇨🇳 China export controls result in $4.5B hit

• 🤖 Rise of reasoning AI and agentic AI shaping future compute demand

Despite regulatory headwinds, NVIDIA’s strategic AI roadmap and aggressive product cadence through 2028 keep it at the center of the global AI infrastructure revolution.

The Google I/O ‘25 keynote marked a major leap in Google’s AI journey, putting the Gemini model front and center across all platforms. This episode decodes Google’s most significant announcements for investors and tech-watchers—covering the explosive scaling of Gemini, the rollout of personalized and proactive AI assistants, a total rethink of Google Search powered by AI, new breakthroughs in generative media, and the debut of the Android XR platform for immersive and wearable AI experiences.

We break down how Gemini is driving exponential growth—powering 480 trillion tokens monthly (up 50x year-over-year) and attracting over 7 million developers. We analyze the business impact of Gemini-powered assistants that understand user context, automate complex tasks, and deliver hyper-personalized productivity across Google’s ecosystem.

You’ll hear why Google’s new AI-driven Search, agentic workflows, and end-to-end generative media tools (Imagen 4, Veo 3, Flow) matter for the company’s long-term competitive moat. We also spotlight Google’s push into scientific discovery, enterprise solutions, and platform monetization—highlighting new Gemini-powered subscription tiers and ecosystem opportunities with partners like Samsung, Gentle Monster, and Warby Parker.

Tune in for actionable insights on how Google is redefining the future of work, entertainment, and everyday life—unlocking new growth vectors and investment opportunities in the age of AI.

Perfect for:

• Investors tracking Google’s innovation pipeline

• Business leaders monitoring AI-driven disruption

• Developers, product managers, and technology strategists

• Anyone interested in the intersection of AI, platform growth, and the future of search, productivity, and wearables

Listen now to decode how Google’s AI bets are shaping the next era of technology—and why it matters for your portfolio.

Explore the next industrial wave as NVIDIA CEO Jensen Huang unveils “AI factories” at COMPUTEX 2025. Discover how new AI infrastructure, supercomputing breakthroughs, digital twins, and enterprise AI tools are set to transform industries and global investment. Find out why NVIDIA’s vision matters for business leaders and investors worldwide.

EP22 : From Bandwidth to Balance Sheet: Cloudflare’s Q1 2025 in Review

In this episode, we cover Cloudflare’s Q1 2025 highlights:

• Strong revenue growth and solid gross margins

• Network architecture built for DDoS defense

• Positive free cash flow and expanding customer base

• Risks around security breaches, litigation, and equity compensation

🎯 Key Takeaway: Cloudflare is scaling globally while balancing operational efficiency and investor concerns.

Thanks for tuning in!
🔍 What they do
🚀 How they grow
📊 Why it matters

🌊 Ready to ride the dividend tsunami? In this masterclass breakdown, we dive into high-yield vs. growth strategies, the Dividend Growth Pyramid, key metrics like FCF and payout ratio, and how to earn income while you sleep 💤

💰. Whether you're just starting out or optimizing your retirement income, learn how to build a sustainable portfolio that pays you for life!

📊📆 #PassiveIncome #DividendInvesting #KnowWhatYouAreInvesting

🔥 AMD is on fire with 36% revenue growth in Q1 2025, led by EPYC CPUs and Instinct GPUs. But not all is smooth—$800M in export-related inventory charges, China risks, and Intel competition loom large. Tune in for a deep dive on AI acceleration, strategic acquisitions, and financial plays that shape AMD’s future. 🚀📉💼 #AMD #Earnings #Semiconductors #KnowWhatYouAreInvesting

📊 Realty Income (O) delivered a strong Q1 2025 with AFFO growth, high occupancy, and $1.4B in new investments—65% in Europe.

🏢 With stable dividends 💵, a solid balance sheet

📈, and a new private capital fund, O is scaling globally while staying disciplined. We break down the quarter's highlights, European retail park strategy

🇪🇺, and how the company is preparing for uncertain markets. #REIT #DividendStocks #RealEstateInvesting #KnowWhatYouAreInvesting