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Salesforce Rights The Ship
Aug 31, 2023
Salesforce's improved margins and the role of AI in its future. CrowdStrike's land-and-expand model for growth. thredUP CEO discusses resale as a service and the company's growth plans.
32:39
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Quick takeaways
- Salesforce is improving its financials through cost cuts and efficient growth, with an impressive operating margin of 17.2%.
- CrowdStrike's profitable growth and market share gains are driven by their land-and-expand strategy and partnership with Zscaler.
Deep dives
Salesforce's Focus on Efficiency and Profitability
Salesforce is showing signs of a new focus on cost management, efficiency, and generating capital organically. Their gap operating margin of 17.2% is impressive for a company of their size, and they are steadily increasing their operating margin through efficient growth. Salesforce is also buying back shares and reducing stock-based compensation, further improving their financials. Despite challenges from competitors and their AI initiatives still being in early stages, Salesforce remains optimistic about their future.
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