Latest Articles
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Weekly Notes: Oracle, Salesforce, SAP SE and Symantec
It was an eventful week for the Technology sector. Most notably, three major technology companies announced to break themselves into smaller entities for greater management control. While specific events influenced trading prices for certain stoc...
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Weekly Enterprise Tech Software: Salesforce, Oracle and SAP
It was another eventful week in the enterprise software market exiting the Labor Day Holiday, with companies continuing to aim for higher revenue growth through organic and inorganic channels. The stock market, after a strong year, was fairly qui...
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Salesforce Launches New Offering To Strengthen Mobile CRM Push
After posting second quarter results that topped revenue and earnings estimates, Customer Relationship Management (CRM) software leader Salesforce.com (NYSE:CRM) launched a service for companies to build online networks that connect them to thir...
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Cloud Migration, Salesforce1 Could Help Sustain Salesforce’s Impressive Topline Growth Trajectory
Salesforce.com (NYSE:CRM) reported its fiscal Q2’15 results on August 21. (Fiscal years end with January.) Revenues topped the consensus estimate of $1,288 million, growing 38% to reach $1,319 million. The company also exceed analyst estim...
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Salesforce Q2’15 Earnings Preview: Revenue Growth And Margin Contraction To Continue
The world’s largest Customer Relationship Management (CRM) Software vendor, Salesforce.com (NYSE:CRM), is scheduled to release its second quarter fiscal 2015 results on August 21, after markets close. Salesforce mainly derives revenues thr...
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Salesforce Ventures Into Patient Relationship Management With Royal Philips Alliance
In the first week of April 2014, Salesforce.com (NYSE:CRM) announced the launch of its new business strategy to individualize offerings to customers across industry verticals, in a bid to further accelerate top line growth. The ‘New Industr...
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Microsoft Targets Enterprise Clients With Strategic Salesforce Partnership
Microsoft (NASDAQ:MSFT) and Salesforce.com (NYSE:CRM) have recently entered a strategic partnership to offer Salesforce.com’s Customer RelationshipManagement (CRM) app on Microsoft’s Windows and Azure platform. Furthermore, the companies are p...
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Salesforce Q1’15 Earnings: Revenue Growth Strategy Continues To Trim Margins
Cloud Customer Relationship Management software leader Salesforce.com (NYSE:CRM) reported Q1’15 results on May 20. Quarterly revenues reached approximately $1.28 billion for the company, with $1.15 billion recognized from its subscription a...
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Salesforce Pre-Earnings: Expect Top Line Acceleration, Margin Contraction
Salesforce.com (NYSE:CRM) is scheduled to report its Q1FY15 results Tuesday, May 20. The company is the world’s largest pure-play cloud software company, with annual revenues of approximately $4 billion and a market capitalization over $30 ...
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Salesforce Continues To Target Revenue Growth With “New Industries Strategy”
Cloud customer relationship management (CRM) leader Salesforce (NYSE:CRM) announced a new strategy on April 2 to individualize offerings across industry verticals to accelerate top line growth for the company. Revenues for Salesforce have seen an...
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Salesforce’s European Data Center Investments Increase Near-term Pressure On Bottom Line
Recently, cloud CRM software company Salesforce.com (NYSE:CRM) announced its plans to expand its operations in the European region. Salesforce plans to open three new data centers in the U.K., France and Germany to lure government customers that...
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Steep Net Income Decline Despite Tax Benefit Underlies Salesforce’s Lopsided Growth Strategy
Salesforce.com (NYSE:CRM) reported its fourth quarter and full year fiscal 2014 results yesterday, February 27, after the close of markets. (Fiscal years end with January.) Revenues crossed the $4 billion mark for the full year, reaching $4.07 b...
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Salesforce Pre-Earnings: Focus On Salesforce1 Platform, Operating Margins
Salesforce.com (NYSE:CRM) is expected to announce its fourth quarter and full fiscal 2014 earnings Thursday, February 27, after the close of markets. The company has a market capitalization of approximately $38 billion and is the global leader in...
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Growing SaaS CRM Solutions Adoption By Large Enterprises To Benefit Salesforce, SAP
Customer Relationship Management (CRM) is a model for managing and interactions with existing and future customers of a company. CRM software provides companies with a platform to organize, automate, and synchronize sales, marketing, customer ser...
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Bearish Stance Despite Price Revision For Salesforce
We recently revised our price estimate for Salesforce.com (NYSE:CRM) to $50. Although our revision has created a 48% upside over our previous estimate of $34, we continue to be bearish on the long term sustainability of Salesforce’s succes...
