文章核心观点 - Salesforce公司的股价在2023年上涨了98%,部分原因是该公司提高了经调整的营业利润率,这是在Starboard Value等激进投资者提出公司财务表现存在问题后的结果 [1][2][3] - Starboard认为Salesforce还有很大的改善空间,该公司可以继续提高效率和盈利能力,销售和营销以及一般和管理费用占收入的比重可以降低到与同行业公司相当的水平 [3] - Starboard建议Salesforce应该承诺在2028财年前达到"50%规则",即收入增长率和利润率之和达到50%以上 [3] 公司相关 - Salesforce在客户关系管理软件市场占主导地位,但营业利润率低于同行 [2] - Salesforce在Starboard等投资者施压下,裁员并加快提高经调整营业利润率的进程 [2] - Salesforce的创始人兼CEO Benioff表示欢迎激进投资者的参与,ValueAct Capital的联席CEO Morfit也加入了Salesforce董事会 [2] - Salesforce推出了Agentforce技术,有望提升收入增长 [3] 行业相关 - 2022年,随着软件公司股价下跌,"40%规则"(收入增长率和利润率之和达到40%)成为软件行业高管更广泛关注的指标 [1] - 同行业公司如Adobe、Intuit、Microsoft等在销售和营销以及一般和管理费用占收入的比重上表现较好,Salesforce有望赶上 [3]

Dreamforce 2024 conference attendees watch as AI Agentforce robots are demonstrated in the "National ... [+] Park" on Wednesday, September 18, 2024 in San Francisco, Calif. (Photo by Lea Suzuki/San Francisco Chronicle via Getty Images)San Francisco Chronicle via Getty ImagesGenerative AI is moving beyond AI chatbots to agentic AI — capable of performing tasks ranging from “checking a car rental reservation at the airport to screening potential sales leads,” reported the Wall Street Journal.This does not sur ...

Health plans rely on prior authorization to ensure certain recommended treatments and services are safe, evidence-based and high-value for their members. However, according to the American Medical Association's annual survey, 78% of physicians said issues with prior authorization can lead to patients foregoing care. This is in part due to outdated and inefficient healthcare industry processes:About two-thirds of prior authorization requests are submitted manually or partially manually, including by fax mach ...

Simplified Workflows and Real-Time Insights with Account Engagement Integration in Demio Give Salesforce Users the Tools They Need to Enhance Their Webinar Strategy SEATTLE, Oct. 17, 2024 (GLOBE NEWSWIRE) -- Banzai International, Inc. (NASDAQ: BNZI) (“Banzai” or the “Company”), a leading marketing technology company that provides essential marketing and sales solutions, today announced significant enhancements to its Demio platform through deeper integration with Salesforce, the industry leading AI CRM co ...

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.He leads the investing group Beyond the Wall Investing with features that include: a fundamentals-based portfolio, weekly analysis on insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticker ...

Salesforce TodayCRMSalesforce$288.31 -3.33 (-1.14%) 52-Week Range$193.68▼$318.71Dividend Yield0.55%P/E Ratio50.14Price Target$310.74Add to WatchlistHaving hit a fresh high back in March, investors in Salesforce Inc NYSE: CRM would have been forgiven for thinking the uptrend was set to continue. The ever-popular enterprise software platform had rallied 150% to get there. But whereas the rest of the market continued to rally into, and through, the summer, Salesforce shares had shed about 35% of their value by ...

Zahra Bahrololoumi, CEO of U.K. and Ireland at Salesforce, speaking during the company's annual Dreamforce conference in San Francisco, California, on Sept. 17, 2024.LONDON — The UK chief executive of Salesforce wants the Labor government to regulate artificial intelligence — but says it's important that policymakers don't tar all technology companies developing AI systems with the same brush.Speaking to CNBC in London, Zahra Bahrololoumi, CEO of UK and Ireland at Salesforce, said the American enterprise so ...

My previous bullish thesis about Salesforce's (NYSE: CRM ) stock aged well, as the stock gained around 15% since July. This is far better compared to around 6% delivered by the broader U.S. stock market.I am a highly experienced Chief Financial Officer (CFO) with a strong background in the oilfield and real estate industries. With over a decade of experience in finance, I have led numerous complex due diligence efforts and M&A transactions, both domestically and internationally.In recent years, I have devel ...

文章核心观点 - Salesforce Inc是一家领先的企业云计算解决方案提供商,拥有强大的财务实力和盈利能力 [1][3][5][6] - 公司的GF评分为93/100,表明其具有较强的市场表现潜力 [1][2] - 公司的主要业务包括客户关系管理、营销、电子商务等,收入来源多元化 [3][4] 财务分析 - 公司2024财年总收入为349亿美元,其中服务业务收入占75.5%,平台及其他业务收入占19% [4] - 公司毛利率一直保持在73%以上,显示出较强的盈利能力 [6] - 公司的营业利润率从2020年的2.71%提升至2024年预计的17.21%,经营效率不断提高 [6] - 公司的Altman Z-Score为5.59,表明财务风险较低,资产负债结构稳健 [5] 增长分析 - 公司过去3年的收入复合增长率达15.7%,高于65.28%的同行业水平 [7] - 公司过去3年的EBITDA复合增长率达41.8%,增长势头强劲 [7] - 公司在销售、服务、营销、电子商务等领域持续创新,为未来发展奠定基础 [3]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...