{ "media_type": "text", "post_content": "Just read about Salesforce takeover of Slack for $27.7bn (54% premium and 26x sales NTM), and the subsequent reaction of Salesforce stock -10%\n\nSalesforce is trying to compete with Microsoft, which offers teams bundled with O365 for free, however, the PF rev is only 40% of the MSFT commercial cloud business\n\nThe price seems exaggerated, but given the massive potential synergies + impressive unit economics of slack, why has the market reacted so poorly? \n\nWas it a bold move from Salesforce?", "post_id": "5fcc3a9c8e287100217c8907", "reply_count": 1, "vote_count": 2, "bowl_id": "5c04d0b643b531001738b601", "bowl_name": "Investment Banking - IBD" }

Just read about Salesforce takeover of Slack for $27.7bn (54% premium and 26x sales NTM), and the subsequent reaction of Salesforce stock -10% Salesforce is trying to compete with Microsoft, which offers teams bundled with O365 for free, however, the PF rev is only 40% of the MSFT commercial cloud business The price seems exaggerated, but given the massive potential synergies + impressive unit economics of slack, why has the market reacted so poorly? Was it a bold move from Salesforce?

like
Posting as :
works at
You are currently posting as works at

Related Posts

Did I miss the ”Ask a recruiter” session last week? Or have the wrong link? I opened the Zoom link and nothing for over 15mins?

like

When everyone is getting more than they’re full of Zoom meetings, what are some other ways to keep employees engaged, connected, and feeling like they’re part of something important?

like

O.M.G! My co-worker texts me about my boss (annoying person). I responded via Skype and vented, BUT I sent the message to my boss! The name was above my friend's!!

likefunnysmart

Me with my video off on a 6:30 AM Zoom

Post Photo
likefunny

Where are the office Halloween zoom pics???

like

Thinking about buying a put spread on Zoom. Thoughts?

like

Is there a way to automate money transfers to India in Indian currency ? Currently use zoom and don’t think there is a way

Anyone buying Slack & Zoom before their earning calls ?

like

I was a stay at home mom for 10 years; had 4 children & helped my husband build a decent non legal business. I started my PI practice at end of 2019. I did great in 2020. Unexpectedly I developed inappropriate feelings for a mentor over zoom. We decided to stop working together and started therapy. I faced my horrible childhood trauma, gained confidence and realized how terrible my marriage is. Husband admits mistreating me & regrets taking advantage but thinks I’m unfair for wanting a divorce.

like

Starting my first job in an agency next week. Any tips, do’s and don’t, things I should know before I start? I’ve been wearing a tshirt over zoom for so long now I’m not sure what to wear when I go into the office.

like

Ops team zoom interview. A) jacket + tie? B) jacket? C) tie?

like

Zoom drinking games

like

I don't trust people who hide their Lync/Skype for business pictures

like

I was having IT issues when my firm migrated to Microsoft teams. I was getting help and they took control to do their trouble shooting. After fixing the issue, he suddenly video called himself to test it all works. I was laying in bed naked when the cam turned on 💀

funnylike

Why do Deloitte guys use zoom? isn't teams a lot better?

like

When you join an MLM Zoom call as a courtesy to your friend and the other MLM person works at your company O_o

like

Friend wants to join consulting for the pay. I don’t believe she has the aptitude or energy for it. We worked together in a much slower industry, and even there she complained of being overworked. I’ve sent her resources to polish up her resume and links for roles but she’s insisting on texting/long phone calls asking silly questions. Today she wants a resume review over zoom! She comes without having done her homework. How do I tell her I’ve given as much as I can? How do I decline referring?

like

Damn really can’t afford to slack off today. But having a hard time focusing. Any suggestions ?

like

If you’re organizing that zoom call, are you sure it can’t just be an email?

like

Today my boss asked me if I was okay, and I just burst into tears. It wasn't even in person either, it was over bloody Slack. Wtf is wrong with me?

likehelpful

Additional Posts

Pregnant with my second and my oldest will be 23 months when baby 2 arrives. What do I need to get with a second (second monitor, double stroller, what else?) TIA!

like
like

For those in the PwC PEVC (Strategy&) team, how many hours do you work per week (pre deal and post deal)? Also, what is the mix of pre deal and post deal project (60/40 or 50/50 or something else)? Asking this for SA level.

like

Real talk 2: if you decide to have children, it’s entirely possible you will not like the child at first (or at various points). It’s a huge decision, and having complex feelings about the matter is completely valid

likesmartuplifting

Why does everyone put Tech / FAANG on such a pedestal, claiming it’s better than MBB. Sure, the comp and WLB may be better, but you won’t be doing as meaningful and impactful work e.g. Govt Covid response, Gates foundation projects, industry defining projects in the space of a few months etc

funnylike

Hey Fishes, Had a quick question what is the normal salary for a staff 3 in assurance in deloitte?

like

Got a case interview with McKinsey coming up. Anyone got any tips/prep strategies? At the moment just absolutely soaking up all I can read online and videos on YouTube.

likeupliftinghelpful

I’m up for promotion to manager in a couple months and not looking forward to it. Seems like it’s a lot of process management, pushing back every direction and very isolating (contd)

like

Any tips on starting a side project to boost my chance of getting hired as a PM without technical experience?

like

What's the eligibility for drop box appointment for h1b stamping?

like

How long realistically do you guys think we’ll have to wait before project travel starting up again?

like

When the intern tries to analyze data

Post Photo
likefunny

Survived the layoffs on friday-but still shook up from seeing a bunch of my friends get walked out all around me. When a layoff happens should I be updating my resume/looking to get off the ship?

like

Upcoming strategy case interview with EY Parthenon. Anyone know if these are interviewer or interviewee led? Knowing what to practice will help.

like

About had it with my teams VP, didn't come to work and called in sorta sick today, didn't check email once. $20 says I actually still have a job....?

like

Tierd of the interview process...does anyone have a short interview on or any one directly hiring without 20+ interview steps

likeuplifting

Have about $50K to invest. Mostly sitting in checking/ online savings accounts. Where to put the money? Would like to diversity. Average risk tolerance.

like
like

How can I help India with their Covid crisis? Any reputable sites to donate money?

likefunny

Smallest team you’ve ever been on? Do you prefer working on larger teams or smaller ones where you may be the only person who knows what to do for a particular role?

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
Download Fishbowl to see what others are saying
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the Fishbowl app

Get realtime notifications and see
what's happening in your industry
from the palm of your hand.

For account settings, visit Fishbowl on Desktop Browser or

General

Legal