Tracking developments across tech supply chains, Tech Supply Chain Tracker

Tech Supply Chain Tracker

Tracking developments across tech supply chains

Equity Bottom-Up

<ul>
<li>AI technology is driving sustainability efforts while posing environmental risks, as discussed by Nvidia CEO Jensen Huang at London Tech Week 2024.</li>
<li>AI is revolutionizing computing and task optimization through advanced PCs and architectures, with AMD CEO predicting its dominance in the future and emphasizing Taiwan's crucial role in the tech industry.</li>
<li>Google is investing $5 billion in expanding its Singapore Data Center and Cloud Region campus, Apple is introducing VisionOS for spatial computing, and the UK is seeking Taiwanese partnerships for high-tech collaborations, while also focusing on privacy with Apple Intelligence at WWDC.</li>
</ul>


AI technology is driving sustainability efforts while posing environmental risks, as discussed by Nvidia CEO Jensen Huang at London Tech Week 2024.
AI is revolutionizing computing and task optimization through advanced PCs and architectures, with AMD CEO predicting its dominance in the future and emphasizing Taiwan's crucial role in the tech industry.
Google is investing $5 billion in expanding its Singapore Data Center and Cloud Region campus, Apple is introducing VisionOS for spatial computing, and the UK is seeking Taiwanese partnerships for high-tech collaborations, while also focusing on privacy with Apple Intelligence at WWDC.


Tech Supply Chain Tracker (12-Jun-2024): AI aids sustainability but poses environmental challenges.

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

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<ul><li>Salesforce Inc.'s Q1 2025 results saw revenue growth of 11% year-over-year to $9.13 billion, with the CRM provider leading market share worldwide for the 11th consecutive year, according to the latest IDC software tracker.</li><li>The company is managing over 250 petabytes of data for its customers as it continues to drive transformation in artificial intelligence (AI).</li><li>The company maintained its FY '25 revenue guidance of $37.7 billion to $38 billion, representing a growth of 8-9% year-over-year.</li></ul>

Salesforce Inc.'s Q1 2025 results saw revenue growth of 11% year-over-year to $9.13 billion, with the CRM provider leading market share worldwide for the 11th consecutive year, according to the latest IDC software tracker.The company is managing over 250 petabytes of data for its customers as it continues to drive transformation in artificial intelligence (AI).The company maintained its FY '25 revenue guidance of $37.7 billion to $38 billion, representing a growth of 8-9% year-over-year.

Salesforce.com Inc.: Integration & Implementation Of platforms

<ul><li>Salesforce announced its Q4 and full year results for fiscal 2024, reporting a strong performance across all its key metrics.</li><li>This signifies an exceptional year for the company, with revenue, margin, earnings per share (EPS), cash flows, and current remaining performance obligations (cRPO) all recording increased growth.</li><li>The overall transformation seen in Salesforce and its industry has been noted to be substantive, primarily driven by the surge in artificial intelligence.</li></ul>

Salesforce announced its Q4 and full year results for fiscal 2024, reporting a strong performance across all its key metrics.This signifies an exceptional year for the company, with revenue, margin, earnings per share (EPS), cash flows, and current remaining performance obligations (cRPO) all recording increased growth.The overall transformation seen in Salesforce and its industry has been noted to be substantive, primarily driven by the surge in artificial intelligence.

salesforce.com Inc: Can The Spiff Acquisition Truly Enhance Their Offerings & Create Synergies? - Major Drivers

<ul><li>In this remarkable quarter, Salesforce announces a double-digit revenue growth, in line with market expectations with a non-GAAP margin exceeding 30%.</li><li>Revenue for the quarter at $8.7 billion, marking an 11% YoY increase, solidifies Salesforce as the third-largest enterprise software company by revenue.</li><li>The company's successes include an 80% growth in deals exceeding $1 million, the introduction of the Data Cloud with 1,000 new customers, and the groundbreaking Einstein GPT Copilots, capturing 17% of the Fortune 100.</li></ul>

In this remarkable quarter, Salesforce announces a double-digit revenue growth, in line with market expectations with a non-GAAP margin exceeding 30%.Revenue for the quarter at $8.7 billion, marking an 11% YoY increase, solidifies Salesforce as the third-largest enterprise software company by revenue.The company's successes include an 80% growth in deals exceeding $1 million, the introduction of the Data Cloud with 1,000 new customers, and the groundbreaking Einstein GPT Copilots, capturing 17% of the Fortune 100.

Salesforce Inc.: Can The Acquisition Of Airkit.ai Be A Game Changer? - Major Drivers

<ul><li>Salesforce delivered an all-around beat in the previous quarter.</li><li>The company's non-GAAP operating margin increased in the quarter.</li><li>Salesforce also had fantastic victories throughout the quarter with JPMorgan, Bayer, FedEx, Maersk, as well as the Department of Veterans Affairs.</li></ul>

Salesforce delivered an all-around beat in the previous quarter.The company's non-GAAP operating margin increased in the quarter.Salesforce also had fantastic victories throughout the quarter with JPMorgan, Bayer, FedEx, Maersk, as well as the Department of Veterans Affairs.

Salesforce Inc.: Can The New Starter CRM Put Salesforce On A Different Level Of Growth? - Major Drivers

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salesforce.com, inc. provides software on demand. The Company supplies a customer relationship management service to businesses worldwide providing a technology platform for customers and developers to build and run business applications. Clients use salesforce.com to manage their customer, sales and operational data.

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Salesforce.Com Inc (CRM US)

Tech Supply Chain Tracker (12-Jun-2024): AI aids sustainability but poses environmental challenges.

AI is driving sustainability and innovation, but comes with environmental risks, while tech giants like Nvidia, AMD, Google, and Apple are making...

Tech Supply Chain Tracker

Salesforce.com Inc.: Integration & Implementation Of platforms

Salesforce Inc.'s Q1 2025 results saw revenue growth of 11% year-over-year to $9.13 billion, with the CRM provider leading market share worldwide...

Baptista Research

salesforce.com Inc: Can The Spiff Acquisition Truly Enhance Their Offerings & Create Synergies? - Major Drivers

Salesforce announced its Q4 and full year results for fiscal 2024, reporting a strong performance across all its key metrics. This signifies an...

Baptista Research

Salesforce Inc.: Can The Acquisition Of Airkit.ai Be A Game Changer? - Major Drivers

In this remarkable quarter, Salesforce announces a double-digit revenue growth, in line with market expectations with a non-GAAP margin exceeding...

Baptista Research

Salesforce Inc.: Can The New Starter CRM Put Salesforce On A Different Level Of Growth? - Major Drivers

Salesforce delivered an all-around beat in the previous quarter. The company's non-GAAP operating margin increased in the quarter. Salesforce also...

Baptista Research

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