Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.
In today’s Cloud Wars Minute, I explain how AI is fueling Salesforce’s renewed push for innovation and scale.
Highlights
00:01 — We’ve got Salesforce now reporting some very nice numbers for its fiscal Q4 ended January 31. The bigger story behind that, I think, is the company is fully recommitted to growth once again.
01:18 — What Benioff is back to now is to get the company, with the AI Revolution, into a high-growth mode again. Chief Revenue Officer Miguel Milano referred to Q4 as the greatest Q4 ever.
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02:49 — Its RPO for Q4, $72 billion. The growth rate of 14% is pretty nice. That is fully contracted business in the future not yet recognized as revenue. So things definitely turned up there.
03:13 — Q4 revenue growth was 12%, better than usual, and not all of this accounted for by the Informatica acquisition. It boosted its long-range growth and said we’re going to show how the AI revenue is coming in.
04:59 — At the beginning of the AI revolution, there’s so much potential for customers to do things they could never do before. A fully-focused-on-customers Salesforce is going to be great for business, great for customers.
