文章核心观点 - Salesforce 以19亿美元现金收购了数据管理和保护解决方案提供商Own公司 [1] - 收购Own公司旨在增强Salesforce提供给客户的数据保护和管理解决方案的能力 [1] 公司概况 - Own公司(原名OwnBackup)成立于2015年,总部位于新泽西州Englewood,提供一系列数据备份工具和自动化数据备份恢复服务 [1] - Own公司在收购前共获得5.073亿美元融资,投资方包括Alkeon Capital、Insight Partners、Vertex Ventures和Salesforce Ventures [1] 交易信息 - Salesforce预计该交易将于2025财年第四季度完成,需要监管部门批准和满足惯例交割条件 [2]

Middletown, Connecticut, USA, Sept. 05, 2024 (GLOBE NEWSWIRE) -- (Middletown, Conn. September 5, 2024) – Liberty Bank, headquartered in Middletown, Connecticut, announced today that it is expanding its relationship and investment with Salesforce, the #1 AI CRM, to help enable Liberty Bank to better connect with customers. Liberty Bank will be using products including Financial Services Cloud, Marketing Cloud, MuleSoft and Salesforce Shield to fuel its ability to deliver personalized, enhanced and efficient ...

Salesforce CRM stock price is capped at a critical resistance point and may not set new highs soon. The Q2 results are great, including improved guidance, but the market must overcome headwinds. Among them are slowing growth, macroeconomic conditions, and the oh-so-tricky September trading outlook. September is a tough month for stocks, typically highlighted by volatility, if not lower prices, and there is ample risk with the FOMC and inflation in focus.  The takeaway for investors is that CRM shares will l ...

Salesforce is acquiring Tenyx, the latest sign of the company’s growing artificial intelligence ambitions.The customer relationship management company will use Tenyx’s expertise in developing AI-powered voice agents to advance its own AI solutions, according to a Tuesday (Sept. 3) press release.“Upon close of the acquisition, Tenyx will extend Salesforce’s existing autonomous agent capabilities for Agentforce Service Agent by integrating Tenyx’s innovative voice AI solutions, specifically tailored for servi ...

Despite a strong start to the year, shares of tech titan Salesforce Inc. NYSE: CRM have been having a lackluster end to the summer. They gained 150% through the start of March before falling more than 30% in June due to some dodgy earnings. Salesforce TodayCRMSalesforce$248.06 -4.84 (-1.91%) 52-Week Range$193.68▼$318.71Dividend Yield0.65%P/E Ratio44.62Price Target$304.41Add to WatchlistSince then, they’ve been working hard to reclaim their reputation as one of the hottest software stocks to own. As of Tuesd ...

Which of these cloud-driven stocks is a better investment right now?Salesforce (CRM -1.91%) and MongoDB (MDB -2.61%) represent two different ways to invest in the growing cloud market. Salesforce is the world's largest provider of cloud-based customer relationship management (CRM) services, and it provides additional marketing, e-commerce, analytics, and enterprise collaboration services. MongoDB helps companies organize their unstructured data with its database services.Over the past five years, Salesforce ...

Salesforce has a lot of potential upside.While the companies building out data center infrastructure have greatly benefited from the artificial intelligence (AI) boom, one question on investors' minds is: When will this translate to growth for software companies?Salesforce (CRM -1.60%) is one such company grappling with this issue as it looks for AI to help reinvigorate growth.With the customer-relationship management (CRM) software company recently reporting its Q2 results, let's take a closer at how it is ...

Did you analyze how Salesforce.com (CRM) fared in its international operations for the quarter ending July 2024? Given the widespread global presence of this customer-management software developer, scrutinizing the trends in international revenues becomes imperative to assess its financial strength and future growth possibilities.In the current global economy, which is more interconnected than ever, a company's success in penetrating international markets is crucial for its financial health and growth journ ...

文章核心观点 - Salesforce公司第二季度财报超预期 [4] - 公司三大核心业务板块(销售、服务、集成与分析)均实现两位数增长,其中集成与分析增长最快达14% [5] - 公司自由现金流持续增长,第二季度达7.55亿美元,同比增长20% [6] - 公司宣布了200亿美元的股票回购计划,并在第二季度回购了43亿美元的股票 [6] - 公司上调了2025财年的盈利指引 [8][9] 公司概况 - Salesforce是一家云计算软件公司,专注于CRM(客户关系管理)领域 [1][3] - 公司拥有10年投资银行从业经验的资深研究分析师,擅长行业和公司研究 [角色] - 公司在人工智能(AI)产品(自动化工作流、聊天机器人)方面有较大潜力 [3][11] 财务表现 - 第二季度营收93.3亿美元,同比增长8.4% [4][7] - 第二季度调整后每股收益2.56美元,超预期0.2美元 [4] - 自由现金流持续高增长,第二季度达7.55亿美元,同比增长20.2% [6][7] - 公司2025财年收入指引为377-380亿美元,同比增长8-9% [9] - 公司2025财年调整后每股收益指引为10.03-10.11美元,较之前指引上调2% [8][9] 估值分析 - 公司当前市盈率为23.1倍,低于历史平均水平和同行业平均水平 [10] - 如果公司市盈率回升至历史平均29.7倍,股价可能达到331美元 [10] 投资评级 - 公司自由现金流持续高增长、大规模股票回购和人工智能业务发展是投资亮点 [11] - 但企业市场需求放缓和人工智能支出下降是潜在风险 [12] - 总的来说,公司财务表现良好,估值合理,维持看好评级 [13]

报告公司投资评级 - 维持买入评级 [2] 报告的核心观点 - 报告的核心观点是Salesforce的cRPO增长重新加速，主要得益于多云计算和AI相关交易的强劲表现。此外，公司计划在10月推出新的AI平台Agentforce，预计将进一步推动AI产品的需求。管理层提高了FY25E的非GAAP营业利润率指引，显示了成本控制的成效。 [2] 根据相关目录分别进行总结 财务表现 - 2QFY25总收入同比增长8%至93.3亿美元，符合市场预期；非GAAP营业利润同比增长16%至31.4亿美元，超出市场预期6%，主要得益于费用控制的严格执行。cRPO增长在2QFY25重新加速至+11%（同比，固定汇率），主要归因于多云计算大单和早期续约的强劲表现。 [2] - 管理层预计3QFY25E总收入将同比增长7%至93.1-9.36亿美元。尽管如此，管理层维持FY25E收入指引为377-380亿美元（同比增长8-9%），并将FY25E非GAAP营业利润率指引提高至32.8%（之前为32.5%）。 [2] 业务驱动因素 - cRPO增长在2QFY25重新加速至+11%（同比，固定汇率），缓解了投资者对RPO增长放缓的担忧。多云计算和AI交易是主要驱动因素：1）多云计算交易贡献了2QFY25新业务的约80%；2）2QFY25签署了1500笔AI相关交易，AI产品预订量环比增长超过一倍。 [2] - 按细分市场，销售/服务/平台及其他/营销与商务/集成与分析云收入在2QFY25分别同比增长9/10/9/6/13%。 [2] 新产品发布 - 客户对基础模型和生成式AI应用的兴趣推动了对Salesforce数据云的强劲需求。付费数据云客户数量同比增长130%，年支出超过100万美元的客户数量也同比增长一倍。平台消费同比增长110%。 [2] - Salesforce计划在10月正式推出Agentforce，这是一个新的AI代理开发平台，可以帮助企业以及时且经济高效的方式构建自己的AI代理，用于不同的用例（如销售/服务/营销）。预计该平台将进一步推动Salesforce AI产品的客户需求。 [2] 利润率提升 - 2QFY25非GAAP营业利润率同比扩大2.1个百分点，环比扩大1.7个百分点至33.7%，主要得益于销售和市场费用的严格控制。销售和市场费用占2QFY25总收入的34.6%，低于2QFY24的36.2%。 [2] - 由于收入增长和效率提升，管理层将FY25E非GAAP营业利润率指引提高至32.8%（之前为32.5%；FY24为30.5%）。管理层还预计FY25E经营现金流增长将更强，达到23-25%（之前为+21-24%）。 [2] 估值 - 基于20倍FY25E EV/EBITDA，将目标价从335美元上调至336.5美元。目标EV/EBITDA低于行业平均水平（22倍），因为Salesforce的盈利增长已进入更成熟阶段。 [7]