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    1. Salesforce.com ’s Analytics Offering Won’t Disrupt the Market, at Least Not Yet

      Commentary

      Thu, 16 Oct 2014

      Salesforce . com has smartly launched an analytics platform ..... customers, we are encouraged that Salesforce . com will be able to upsell existing clients ..... products serviced by different vendors. Salesforce . com ’s Analytics Cloud doesn’t solve

    2. Is Microsoft A Buy Into Earnings?

      Headlines

      Tue, 14 Oct 2014

      strategic relationship with Salesforce . com (NYSE: CRM ), and, of course, the imminent ..... Together Where Microsoft and Salesforce have classically been fierce ..... office was to reach out to Salesforce CEO Marc Benioff and forge

    3. Salesforce.com Is Investing in Its Economic Moat: Takeaways From Analyst Day

      Commentary

      Tue, 14 Oct 2014

      We attended Salesforce . com ’s analyst day this week in San ..... shareholder returns. Still, as Salesforce . com enters into more competitive arenas ..... move too slowly. To that end, Salesforce . com has moved horizontally, a massive

    4. Salesforce launches cloud analytics/BI platform

      Headlines

      Mon, 13 Oct 2014

      Salesforce 's ( CRM -1.2% ) anticipated Wave cloud ..... 8% ) and Qlik ( QLIK -0.7% ), Salesforce is trying to differentiate its BI offering ..... visualized by non-IT personnel. A Salesforce exec: "[Wave] can't be about

    5. Big gains for cloud software stocks as M&A buzz continues

      Headlines

      Fri, 3 Oct 2014

      Demandware/NetSuite rival hybris last year. Meanwhile, Salesforce ( CRM +3% ) is getting a lift from SocGen and Sterne Agee, each ..... have launched coverage with Buy ratings. Earlier today, Salesforce unveiled a version of its Desk.com low-end cloud customer

    6. Oracle's Steady March to the Cloud Continues; Risk of Cloud Competition Not Overly Concerning to Us

      Commentary

      Fri, 3 Oct 2014

      5 billion annual research and development budget is focused on keeping competitors at bay, namely firms such as Salesforce . com and Workday. Although Oracle's product breadth is arguably superior, the public cloud competitors have been able

    7. Oracle launches flurry of new hardware, software, cloud services

      Headlines

      Tue, 30 Sep 2014

      launches include: 1) Updates to Oracle's cloud ERP, HR, and CRM apps. The HR apps (face competition from Workday and SAP ..... given design changes meant to appeal to casual users, and the CRM apps now integrate BlueKai's data management platform. 2 ..... cloud app platform (playing catch-up against Microsoft and Salesforce ). 2) A Business Intelligence Cloud Service that joins Oracle

    8. LinkedIn +3.4% on Cowen upgrade

      Headlines

      Fri, 26 Sep 2014

      July for both PCs and mobile. It included a separate (non-LinkedIn) login, lead recommendation by account, better CRM software integration, easier data discovery, and other features sought by sales pros. He notes data suggests social selling ..... Navigator's subscriber count is expected to see a 59% CAGR from 2014-2019, eventually reaching 1.9M (3% global salesforce penetration). Post your comment!

    9. Salesforce.com's Analyst Day and Connections Conference Bring Marketing Cloud Into Focus

      Commentary

      Thu, 25 Sep 2014

      We attended a Salesforce . com investor day held in Indianapolis ..... marketing technology solutions, and Salesforce . com will benefit. Furthermore, the ..... if successful will further embed Salesforce . com 's products into its customers

    10. Update: Rackspace Hosting Ends Process Of Seeking Buyer

      Headlines

      Wed, 17 Sep 2014

      per share, the stock will settle at four times book. By comparison, the stock will still trade lower than Salesforce . com (NYSE: CRM ) at 10.8 times book or Amazon.com (NASDAQ: AMZN ), at 14.3 times book. Rackspace closed at Complete

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