Latest Articles
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Are Cloud CRM Offerings 50%, 70% or 90% of Salesforce.com’s Stock?
Salesforce.com (NYSE: CRM) makes money through the sale of software for customer relationship management (CRM), and competes with Adobe, Oracle, Intuit, and SAP, among others. Trefis highlights the various segments that constitute Salesforce.co...
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Making Sense Of Salesforce.com’s Cash Flow From Operations Figure
Salesforce.com (NYSE: CRM) is one of the most well-known cloud CRM companies, and has grown considerably over the years through several targeted acquisitions. While this has driven revenue growth, the risk in the company has also expanded signif...
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Why Did Elastic Stock See A Big Correction Last Week?
Elastic (NYSE: ESTC) is a company that primarily sells software as a service (SaaS) solutions that cater to search, logging, security, and analytics applications. While Elastic has been posting robust growth (revenues projected to rise ~50% in FY...
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Can Salesforce’s Acquisition of Tableau Reduce Annual Operating Expense In the Next 3 Years?
Trefis estimates that the Tableau acquisition will decrease Salesforce.com ‘s (NYSE: CRM) Operating expenses (after adding Tableau) to a total of $155 million over the next 3 years. We will discuss this below in detail. You can view our int...
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How Will Salesforce.com’s Gross Profits Be Impacted Due to Tableau Acquisition?
On June 10, 2019, Salesforce.com (NYSE: CRM) entered into a definitive agreement with Tableau to acquire the company in an all stock transaction representing an enterprise value of $15.7 billion (net of cash). This converts to approximately $170 ...
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What Could Be Salesforce.com’s Revenue Growth Over The Next 3 Years Post Tableau’s Acquisition?
Trefis estimates that the acquisition of Tableau will potentially increase Salesforce.com’s (NYSE:CRM) revenue to more than $24 billion by FY 2022 (ended January 2022). As the acquisition will be completed at the end of Q3 2020 (ended October 201...
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Salesforce.com Meets Consensus For Revenue, Will Cloud Segment Push The Growth For FY 2020?
Salesforce.com (NYSE: CRM) announced its Q1 FY 2020 (ended April 2019) results on June 4, 2019, followed by a conference call with analysts. The company’s revenue were recorded in line with consensus at $3.7 billion, up by 24.3% y-o-y. The ...
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Will Salesforce.com’s Revenue Growth Continue In Q1 2019?
Salesforce.com ‘s (NYSE: CRM) is set to announce its Q1 2019 (ended April 2019) results on June 4, 2019, followed by a conference call with analysts. The market expects the company to report revenue close to $3.7 billion in Q1 2019, which w...
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Which Segment Will Push Salesforce.com’s Revenue Growth in 2019?
Trefis estimates the Cloud-Based CRM Software segment will push Salesforce.com ‘s (NYSE: CRM) total revenue to nearly $15.9 billion in 2019. The company posted revenue of $13.3 billion and earnings of $2.75 in 2018. We have created an int...
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Will Cloud Software Drive Salesforce’s Growth In 2018?
Salesforce.com (NYSE: CRM) published its Quarter 4 and fiscal year 2019 (ended January 2019) results on March 4, 2019 and had an investor call on the same day. The company beat consensus for both revenues and earnings. Total revenues were $13.3 b...
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Will CRM Continue To Push Salesforce.com’s Growth for Q4?
Salesforce.com (NYSE: CRM) is going to publish its results on March 4, 2019 and will also conduct an investor call. The consensus estimates expect the company to post revenues around $13.2 billion, up 26% from the previous fiscal year with an ear...
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Salesforce.com’s Cloud Software Revenue To Double By 2020
Salesforce.com ’s (NYSE: CRM) cloud software revenue segment is comprised primarily of its Salesforce Platform cloud offering. The revenue for the same in 2017 was recorded at $1.93 billion which has been growing at a robust 35-40% per year betwe...
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How Much Could Salesforce’s Valuation Multiples Expand?
Salesforce (NYSE: CRM) is a leader in the customer relationship management market. The company’s enterprise cloud services have benefited from the industry-wide trend of cloud adoption in recent years, leading to massive growth. Salesforce’s ind...
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Salesforce.com Posts Another Strong Quarter; On Track To Reach $23 Billion In Sales By 2022
As expected, Salesforce.com (NYSE: CRM) posted another stellar quarter last week backed by growth across its product lines and geographies. The company continues to leverage the growing demand for digitalization and cloud-based products. Conseque...
