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Numbers don’t lie (unless someone wants them to). I keep reading that SF keeps over performing (albeit just marginally at current). I’m sure there are folks on this board who will have a more cynical viewpoint, especially if they work for SF. There are always critics especially if it’s what’s behind the numbers…

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I’ll be tuned in today. Reporting from many tech companies, including Salesforce.

SaaS companies have yet to prove they can make money - sf has been at it 2 decades -

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Looking forward to CRMs earnings report! Overall, I think it will be good, but if you look back at how inflation impacted businesses in the 1970's, the same sort of inflation that we have today, these are tricky times.

Here is the story I am following:

1. Looking at my original post about CRM, "...better-than-feared demand, margin protection, and efforts to de-risk 2023." So, what does that mean?

2. "Inflation consumes cash, eats margins, and lulls managers into a false sense of security as inflated revenues rise." The last time our economy managed through this type of inflation was in the 1970s. It wasn't easy because, in the beginning, it gives false positives. And there aren't many dinosaurs around to help us navigate it...

I'm sure there are a bunch of people, smarter than you and me, considering the same while they're pushing buttons and turning dials. That said, I'm curious...

3. Today's earnings reports...this week's and next week's earnings reports include some of the biggest names in tech. Companies that have been making money for decades. I'm hopeful for good news. Hopeful.

“The trio of CEO departures come after a challenging year for Salesforce, which has seen net income plummet nearly 80% so far this year (from $1.4 billion in the first nine months of 2021, to $306 million in 2022.”

Tough times. But I have no doubt Marc and company can pull it off.

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𝐑𝐞𝐦𝐢𝐧𝐝𝐞𝐫!!

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