Ten Key Takeaways from Salesforce CEO Marc Benioff's Q2 Earnings Call

The Magic of Marc Benioff: 10 Key Drivers Behind Salesforce Q2 Surge

September 3, 2020
After the market cap of Salesforce experienced a single-day surge of $50 billion after it announced blowout financial results despite the global pandemic, the most obvious question is this: how in the world did they do that? To offer some perspective, that $50 billion jump—generated in a single day—is bigger than the entire market cap
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Marc Benioff, CEO of Salesforce, talks Tableau acquisition

Best Software Acquisition of All Time Was Salesforce Buying Tableau: Marc Benioff

September 1, 2020
While Marc Benioff has been increasingly effusive over the past few quarters in praising Salesforce’s Tableau subsidiary, he went over the moon in last week’s call by declaring it to be not only the best but also most-successful software-industry acquisition ever. Tableau’s now part of the what has become Salesforce’s largest business unit—Platform & Other—whose
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Workday execs monitor its Q2 growth

Workday Says Limitations of Legacy Systems (SAP & Oracle) Boosted Q2 Growth

August 31, 2020
With strong Q2 results pushing Workday’s stock price up 13% in a single day, company leaders cited the debilitating limitations and shortcomings of legacy systems as a leading factor in the recent surge to the cloud for many businesses. While Workday executives in last week’s earnings call did not specifically mention the company’s two primary
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Slide from Salesforce Q2 earnings presentation showing dominance in CRM

Salesforce Beats SAP, Oracle, Microsoft, Adobe—Combined!—in 2019 CRM Share

August 26, 2020
As Salesforce’s blowout Q2 sent its share price to record heights and pushed future guidance higher, the company’s ongoing and thorough domination of the CRM field—against some very worthy competitors—continues to define Marc Benioff’s company. In the earnings presentation released yesterday afternoon with its blockbuster results, Salesforce included a 2019 CRM revenue market-share chart from
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SAP CEO Christian Klein's company has a higher market-cap value than Oracle and Salesforce

Why SAP Is Beating Salesforce and Oracle in the Market-Cap Wars

August 25, 2020
Which cloud powerhouse does the public value most highly: Salesforce, with annualized revenue of about $19 billion; SAP, with annualized revenue of about $32 billion; or Oracle, with annualized revenue of about $40 billion? Market capitalizations can be fleeting things—Apple’s is currently at $2.1 trillion—but in spite of occasional flightiness, they provide a fully objective,
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Salesforce CEO Marc Benioff

Salesforce Q2 Earnings Call: Marc Benioff Will Focus on These 5 Things

August 24, 2020
As Salesforce becomes the first SaaS company in history to reach $5 billion in quarterly revenue, what are the big issues founder and CEO Marc Benioff will choose to discuss on the Aug. 25 earnings call? While Benioff’s exceptionally wide range of interests inside and outside the tech community provide an enormous range of potential
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Microsoft Cloud business presentation

Cloud Revenue: Microsoft Bigger than Amazon + Google, 2X Bigger than IBM

August 20, 2020
While Azure deservedly receives the lion’s share of focus regarding Microsoft’s cloud business, one of the primary reasons that Microsoft is #1 on the Cloud Wars Top 10 is that its cloud products and services extend well beyond Azure. In that context, I found it compelling that during Microsoft’s July 22 earnings call, CEO Satya
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Microsoft and retailers are improving customer experiences

How Microsoft Helps Top Retailers Deliver World-Class Experiences—and Software

August 19, 2020
In a world that’s changing in profound ways more rapidly than ever before, the retail business has faced an existential challenge from COVID-19, increasingly demanding consumers, ferocious competition from the online world and rising concerns over privacy and security. And while technology is certainly playing a critical role in helping top retailers address those challenges,
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Microsoft CEO Satya Nadella Leads Cloud Wars

Cloud Wars: Why Microsoft Is #1, Amazon #2, Salesforce #3, Google #4

August 17, 2020
As the U.S. and global economies begin to regain their vibrancy following the COVID pandemic, it is unmistakably clear that the cloud has become even more indispensable for businesses. And while each of the world-changing vendors in my Cloud Wars Top 10 are playing huge roles in helping to drive this digital revolution, I’d like
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