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.
To see more Cloud Wars content, including all recorded sessions from June’s live Cloud Wars Expo, please register here for your Cloud Wars Expo on-demand pass. The on-demand pass, which is included with your Acceleration Economy subscription, gives you access to approximately 40 hours of invaluable educational content from last month’s event.
