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Salesforce Q4 FY25 Earnings: Growth, Misses, and the Future of AI & Data
Manage episode 468772881 series 1447003
Content provided by UpperEdge. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by UpperEdge or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Adam Mansfield breaks down Salesforce's Q4 FY25 earnings, revealing mixed results with single-digit growth and some key misses on analyst expectations. CEO Marc Benioff is doubling down on AI (Agentforce) and Data Cloud, but most specifically the "Holy Trinity" of CRM (Apps / Customer 360) + AI + Data. With CFO (Weaver) and COO (Millham) transitions, shifting revenue models, and an aggressive push for customer adoption of AI solutions with consumption-based licensing, what does this mean for businesses? Understanding discounting that is available, level of transparency needed, renewal protections, and the evolving consumption model is more critical than ever.
For more innovative IT sourcing and risk mitigation insights:
• Contact Us - https://upperedge.com/who-we-are/contact-us/
• Subscribe to the UpperEdge Newsletter - https://upperedge.com/knowledge-cente...
• Subscribe to the UpperEdge Podcast - https://upperedge.com/knowledge-cente...
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342 episodes
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Manage episode 468772881 series 1447003
Content provided by UpperEdge. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by UpperEdge or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Adam Mansfield breaks down Salesforce's Q4 FY25 earnings, revealing mixed results with single-digit growth and some key misses on analyst expectations. CEO Marc Benioff is doubling down on AI (Agentforce) and Data Cloud, but most specifically the "Holy Trinity" of CRM (Apps / Customer 360) + AI + Data. With CFO (Weaver) and COO (Millham) transitions, shifting revenue models, and an aggressive push for customer adoption of AI solutions with consumption-based licensing, what does this mean for businesses? Understanding discounting that is available, level of transparency needed, renewal protections, and the evolving consumption model is more critical than ever.
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• Contact Us - https://upperedge.com/who-we-are/contact-us/
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• Subscribe to the UpperEdge Podcast - https://upperedge.com/knowledge-cente...
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Similar to Insights for IT Negotiations
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
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Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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