Latest Articles
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Salesforce’s $50 Price Revision: Revenue Estimates Raised, Operating Loss Expected For CY2013
We have recently revised our price estimate for Salesforce.com (NYSE:CRM) from $33 to $50, indicating a 50% increase. In the current note, we highlight the recent changes made to our Salesforce analysis and their corresponding effects on our pric...
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Salesforce Steps Up To Intensifying Cloud Market Competition With New Mobile Platform, HP Partnership
Global cloud CRM leader Salesforce.com (NYSE:CRM) reported Q3FY14 results on November 18. Quarterly revenues were $1.08 billion and exceeded the $1 billion mark for the first time. The top line grew 36% on a year-over-year basis, beating indust...
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Salesforce Q3 Earnings Preview: Double Digit Revenue Growth And Margin Downtick To Continue
Salesforce.com (NYSE:CRM) is expected to announce its Q3 fiscal 2014 earnings on November 18. Salesforce Business Overview Salesforce provides various Software-as-a-Service (SaaS) offerings specializing in the Customer Relationship Management...
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Salesforce Registers Strong Growth On Marketing But Ballooning Costs A Concern
Salesforce.com (NYSE:CRM) beat market expectations in its Q2 fiscal 2014 earnings released on August 29. Revenues grew by 31% on a yearly basis to $957 million. While its core businesses Sales Cloud and Service Cloud continued to grow at a rapid...
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Salesforce Pre-Earnings: Expecting Robust Growth At The Expense Of Margins
Salesforce.com (NYSE:CRM) is set to announce its Q2 fiscal 2014 earnings on August 29. We expect the company, which recently pipped SAP to become the market leader in the customer relationship management (CRM) market, to continue to post double d...
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Salesforce Targets Social Media Marketing Spend With ExactTarget
CRM market leader Salesforce.com (NYSE:CRM) is acquiring cloud marketing company ExactTarget for a whopping $2.5 billion. The announcement of the biggest ever acquisition by Salesforce comes as the company is positioning itself to ride the social...
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Salesforce Shows Strong Growth But Soaring Costs Drag On Its Value
Salesforce.com (NYSE:CRM) continued to exhibit double digit revenue growth in its Q1 fiscal 2014 results. Revenues grew by 28% on a yearly basis to $893 million for the quarter ending April 30, 2013. Growth was mainly driven by its core business...
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Salesforce Pre-Earnings: Robust Revenue Growth Squeezed By Climbing Costs
Salesforce.com (NYSE:CRM) is set to announce its Q1 fiscal 2014 (ending April 30, 2013) earnings on May 23. The company provides enterprise cloud computing and social enterprise solutions across businesses and is the market leader in cloud custom...
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Salesforce.com Shows Big Revenue Growth But Ballooning Costs Check Our Enthusiasm
Salesforce.com (NYSE:CRM) reported strong Q4 and fiscal 2013 results as revenues passed the $3 billion mark for the year ending January 31, 2013. Quarterly revenue came in at $835 million, up 32% y-o-y, while full year revenue was up 35% at $3.05...
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Salesforce’s Social Media Push And Rising Costs In Focus With Earnings
Salesforce.com (NYSE:CRM) is set to announce its Q4 and FY 2012 earnings on February 28. In Q3, the company reported quarterly revenue of $788 million, up 35% y-o-y. Its subscription and support revenues was $741 million while professional servic...
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Salesforce.com Extends Marketing Cloud With Twitter Powered API
Salesforce.com, (NYSE:CRM), which has been building its Marketing Cloud portfolio with acquisitions like Radian6 and Buddy Media, is now offering a new Twitter ad platform for companies using Twitter’s advertising application programming in...
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Who Wins As Oracle, SAP & Salesforce.com Fight For Growth In Cloud Based Services?
Oracle (NASDAQ:ORCL), SAP (NYSE:SAP) and Salesforce.com (NYSE:CRM) are all big players in the cloud-based services businesses related to customer relationship management (CRM), enterprise resource planning (ERP), human resource planning, analyt...
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Oracle Faces Stiff Competition
Submitted by Randall Radic as part of our contributors program . Soft Intelligence makes POS systems. So do a lot of other companies. What sets Soft Intelligence aside is that their system is so darn efficient. NCR, Oracle (NASDAQ:ORCL), Salesfo...
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Salesforce.com Looks Frothy As Strong Revenue Overshadows Ballooning Costs
Salesforce.com (NYSE:CRM) announced its Q3 2012 results on November 20 and reported a quarterly revenue of $788 million up 35% y-o-y. Its subscription and support revenues was $741 million while professional services revenue came in at $47 millio...
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Buddy Media Is Likely To Weigh On Salesforce Q3 Results
Salesforce.com (NYSE:CRM) is set to announce its Q3 results on November 20. In the previous quarter, it reported revenues of $732 million, a 35% increase y-o-y. It reported a net loss of $9.8 million more than double the same quarter last year. S...
