$CRM (salesforce.com, inc.)

$CRM {{ '2015-11-18T22:57:49+0000' | timeago}} • Webcast

$CRM's 3Q16 free cash flow was $38MM, down 23% YoverY. In 3Q16, 79% of the value of all subscription and support related invoices were issued with annual terms, which was higher than expected compared to 73% in 3Q15.

$ORCL {{ '2017-06-21T21:51:29+0000' | timeago}} • Webcast

$ORCL sold more than $2Bil in cloud annually recurring revenue (ARR) for FY17, marking the second year in a row that Oracle sold more cloud ARR than $CRM. Chairman Larry Ellison said Oracle is well on its way to passing $CRM and becoming number one in the Enterprise SaaS market.

$ORCL {{ '2017-06-21T20:48:16+0000' | timeago}} • Announcement

$ORCL nears halfway to achieving its annual cloud revenue target of $10Bil, as it posted revenue of $4.5Bil for FY17. The software giant had earlier proclaimed it will challenge $CRM in a race to $10Bil in annual cloud-software revenue. For 4Q17, the company posted 58% rise in its cloud revenue to $1.4Bil.

$CRM {{ '2017-05-18T22:57:15+0000' | timeago}} • Webcast

$CRM said that last year it had the benefit of the leap year, which had a $20-25MM revenue impact in 1Q18. Also, the recently ended quarter's results were impacted by the integration costs from the major acquisitions, including Demandware.

$CRM {{ '2017-05-18T22:17:03+0000' | timeago}} • Webcast

For 2Q18, $CRM expects revenue to be $2.51-2.52Bil and non-GAAP diluted EPS to be $0.31-0.32. Deferred revenue growth is expected to be about 22% year-over-year, reflecting the increasing seasonality. $CRM does not expect the accounting changes to have any impact on its operating cash flow results upon the adoption in FY19.

$CRM {{ '2017-05-18T21:39:21+0000' | timeago}} • Webcast

$CRM stated that it had expanded relationships with $V, $DAL and $FOX in 1Q18. The company has also partnered with $AMZN's Amazon Web Services. $CRM expects to grow to nearly 30,000 employees worldwide in FY18.

$CRM {{ '2017-05-18T20:39:17+0000' | timeago}} • Infographic

$CRM Salesforce Earnings AlphaGraphics: Q1 2018 Highlights

$CRM {{ '2017-05-18T20:34:06+0000' | timeago}} • Announcement

$CRM now sees FY18 revenue to be up about 23-24% reaching $10.25-10.30Bil. GAAP EPS is touted to be $0.06-0.08, while non-GAAP EPS is estimated to be $1.28-1.30 for the full year. Operating cash flow growth is projected to be 20% to 21% year-over-year.

$CRM {{ '2017-05-18T20:30:54+0000' | timeago}} • Announcement

Subscription and support revenues for $CRM jumped 24% to $2.2 Bil in 1Q18. Professional services and other revenues were $187MM up 32% year-over-year. Cash generated from operations for the quarter soared 17% to $1.23Bil. Deferred revenue on the balance sheet as of April 30, 2017 was $5.04Bil, an increase of 26% year-over-year.

$CRM {{ '2017-05-18T20:29:45+0000' | timeago}} • Announcement

For 2Q18, $CRM sees revenue in the $2.51-2.52Bil range, up 23-24% year-over-year. GAAP diluted EPS is projected to be $0.00 to $0.01, while non-GAAP diluted EPS is touted to be about $0.31 to $0.32. On balance sheet, deferred revenue growth is expected to be around 22% year-over-year.

$CRM {{ '2017-05-18T20:27:10+0000' | timeago}} • Announcement

Even with revenue in 1Q18 jumping 25% to $2.4Bil for $CRM, the cloud computing giant slipped to a net loss of $9.2MM from a profit of $38.8MM a year ago. On a diluted basis, the loss was $0.01 per share vs. last year's profit of $0.06 a share.

$F {{ '2017-03-10T14:26:22+0000' | timeago}} • Announcement

$F has elected Lynn Vojvodich to its BoD, effective April 1. Vojvodich will serve on the BoD's Nominating and Governance, Sustainability and Innovation, and Audit Committees. She comes from $CRM, where she served as CMO.

$IBM {{ '2017-03-07T13:08:02+0000' | timeago}} • Announcement

In relation to the $IBM-$CRM partnership, the IBM Watson and Salesforce Einstein integration is expected to be available in the second half of 2017, along with IBM Weather Lightning Component on Salesforce AppExchange. IBM Application Integration Suite for Salesforce is expected to be available by the end of March 2017.

$IBM {{ '2017-03-07T13:06:46+0000' | timeago}} • Announcement

$IBM and $CRM announced a global strategic partnership to deliver joint solutions designed to leverage AI. The partnership expects to bring new insights from IBM Watson directly into the Salesforce Intelligent Customer Success Platform.

$CRM {{ '2017-03-01T12:33:04+0000' | timeago}} • Infographic

$CRM Salesforce.com Earnings AlphaGraphics: Q4 2017 Highlights

$CRM {{ '2017-02-28T23:08:38+0000' | timeago}} • Webcast

$CRM said 8 of its top 10 deals in 4Q17 had multi-cloud solutions. Customers buy solutions to solve business problems and $CRM believes it is uniquely positioned to solve these business problems in the marketplace as it relates to customer engagements.

$CRM {{ '2017-02-28T22:44:50+0000' | timeago}} • Webcast

$CRM has begun the rollout of Einstein into all its cloud platforms. Many of the company’s customers have this capability embedded in many of the clouds including Sales Cloud, Marketing Cloud and Commerce Cloud. $CRM believes that Einstein is an incredible artificial intelligence capability.

$CRM {{ '2017-02-28T22:28:39+0000' | timeago}} • Webcast

In 4Q17, $CRM’s subscription and support revenues were $2.11Bil, an increase of 25% YoY.  Professional services and other revenues were $183MM, an increase of 45% YoY. Deferred revenue as of January 31, 2017 was $5.54Bil, an increase of 29% YoY, and 29% in constant currency.

$CRM {{ '2017-02-28T22:22:37+0000' | timeago}} • Webcast

Internationally, each of $CRM’s regions grew more than 25% in constant currency for FY17. EMEA and Asia-Pac both grew 29% YoY in constant currency. Nearly 30% of the company’s revenue is outside of the Americas and this represents a huge growth opportunity for $CRM. $CRM will continue to accelerate its international expansion.

$CRM {{ '2017-02-28T21:45:00+0000' | timeago}} • Announcement

For FY18, $CRM expects revenue to be approx. $10.15-10.20Bil, an increase of 21-22% YoY. Diluted EPS is projected to be $0.05-0.07, while adjusted diluted EPS is projected to be $1.27-1.29. Operating cash flow growth is projected to be 20-21% YoY.

$CRM {{ '2017-02-28T21:41:57+0000' | timeago}} • Announcement

For 1Q18, $CRM expects revenue to be approx. $2.34-2.35Bil, an increase of 22-23% YoY. Loss per share is projected to be $0.03-0.02, while adjusted diluted EPS is projected to be $0.25-0.26. Deferred revenue growth is projected to be approx. 22-23% YoY.

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