Welcome to the Cloud Wars Minute — your daily news and commentary show, hosted by Cloud Wars Founder Bob Evans. Each episode provides insights and perspectives around the “reimagination machine” that is the Cloud.
In this episode, Bob predicts which descriptor Salesforce co-CEOs Marc Benioff and Bret Taylor will use as they report on the company’s fiscal Q2.
Highlights
00:00 — Salesforce’s fiscal Q2 figures are just a week away. Co-CEOs Marc Benioff and Bret Taylor generally latch onto a certain vivid description of their earnings.
00:55 — Economic turbulence and foreign currency exchange rates may introduce a mild slip for many of the Cloud Wars Top 10, including Salesforce.
01:51 — Salesforce has conditioned the market to expect a 20-25% growth after several quarters of consistent performance, despite being over $7.5 billion in revenue.
02:16 — President Amy Weaver has successfully re-made the company in the wake of the Covid-19 pandemic.
02:58 — Bob predicts revenue growth of 22% in Salesforce’s fiscal Q2 ending July 31st.
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