Salesforce (CRM) backed out of a deal to acquire Informatica in April of this year after the two sides couldn't agree on terms, a deal that was estimated to ...
) backed out of a deal to acquire Informatica in April of this year after the two sides couldn't agree on terms, a deal that was estimated to be worth over $11.4 billion,
And I know some on the street actually saw that as maybe a sign of concern like, ok, well, wait a minute, does that tell us that that Benny off is having trouble kind of organically innovating and sustaining growth.Yeah, I mean, the data cloud has become their number two priority after A I right now.Uh It's a pretty immature product, it's still under uh half a billion in a RR so a lot of runway to go both in terms of growth and product development there.
If you include the $500 billion in uh global labor spend for support agents, we're not talking about a $500 billion market.The opportunity with that segment, it would make a lot of sense to go out and buy um whether it's an A I product or even going out and just buying a team of A I experts could come in and give you an edge over a Microsoft over a competitor like a, a hubspot.
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