Latest Articles
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Online Educator 2U To Benefit From Closed Campuses
After a 127% rally post 23rd March, we believe 2U Inc. stock (NASDAQ: TWOU) has moderate upside based on its valuation. 2U’s stock has rallied from $17 to $38 off the recent bottom compared to the S&P which moved 51%. One of the reasons for...
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Has Salesforce’s Stock Peaked?
After a 45% rise since the March 23 of this year, at the current price of around $203 per share, we believe Salesforce.com’s stock (NYSE: CRM) has no upside left. Salesforce’s stock has increased from $140 to $203 off the recent botto...
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Cloudera Or Altair Engineering, Which To Choose?
Altair Engineering’s stock (NASDAQ: ALTR) is up by 39% since December 2018. On the other hand, peer Cloudera’s stock (NYSE: CLDR) is up merely 8% during the same period. This, despite the fact that Cloudera’s revenue growth for FY 20...
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Up 20% In 3 Weeks, Is Salesforce Stock Still Attractive?
After an almost 20% rise in Salesforce.com ’s (NYSE: CRM) stock from $134 on 1 st April 2020 to $163 at the end of 20 th April 2020, we believe that Salesforce’s stock has limited upside potential as it is already in line with the price at ...
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Salesforce.com Stock To Recover Post Coronavirus?
Salesforce.com’s (NYSE: CRM) stock fell about 6% between 8th March 2020 and 24th March 2020 (vs. an 18% decline in the S&P 500), and the stock is down almost 16% since 31st January after the WHO declared a global health emergency in light of ...
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Will Salesforce Revenue Grow By More Than 20% For FY 2020?
Yes, as per Trefis estimates, Salesforce.com ‘s (NYSE: CRM) Total Revenue for FY 2020 (ended January 2020) will be $17 billion, up 28.2% y-o-y. In this $17 billion, Salesforce’s Cloud based CRM business is expected to contribute $11.9...
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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...
