Salesforce (CRM) is preparing to announce its fiscal 2025 results on Wednesday. Expect investors to pay close attention to how the company is faring with its...
) is preparing to announce its fiscal 2025 results on Wednesday. Expect investors to pay close attention to how the company is faring with its AI initiatives. RBC Capital Markets managing director of software equity research Rishi Jaluria joins Catalysts to discuss his reservations about the tech giant.
I was really excited and there's so much that we're gonna see within copilots in the B to B landscape.What did they need to say to s to really signal to the street that there's the opportunity for them to add on to how they're selling in to their existing client base with this new technology. And I think generative A I is gonna do the same thing and sales force needs to show that level of innovation and, and I'm hopeful that when we're all, you know, talking after Dream Force, we start to see some we saw last quarter Sales force had the biggest one day decline since I think early 2004 off of their earnings due to some of the points that you just mentioned here.
A resident wants a court to block the town planning commission from reconsidering the controversial housing development after it had previously rejected developers’ plans.Parents say the cost of after-school programs increased by 36% this year, and they weren’t warned about the change until they had been charged. “That is a significant increase, significant. From my standpoint, this was a very sneaky approach.,” one father said.
Rishi Jaluria RBC Capital Markets Generative AI Managing Director Business Model
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