The Joseph Carlson Show

Salesforce Just Switched Strategies

Mar 3, 2023
The podcast discusses Salesforce's switch in strategy towards focusing on profits and delivering annual contract value. It analyzes Salesforce's financial performance, key metrics, and stock-based compensation. The speaker emphasizes the CEO's intentions to improve profitability and responds to shareholder requests.
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Episode notes
1
Introduction
00:00 • 2min
2
Investing in Salesforce: A Wide Moat Company with Sticky Customers
02:23 • 4min
3
Salesforce's Financial Performance and Analysis
06:50 • 11min
4
Focus on Delivering ACV and Profitability
18:04 • 2min
5
Analysis of Salesforce's Strategy Shift
19:44 • 2min