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Earnings: Zoom, Costco, Salesforce & LEGO

genuineimpact.substack.com

10.03.2023

The CRM giant beat all expectations for EPS and revenue, sending its stock up 16% after the announcement. As with many other tech companies during this time, Salesforce cut thousands of jobs in a bid for higher profitability which included co-CEO Bret Taylor stepping down from his position.

More recently, Salesforce debuted their own AI service - Einstein GPT - to be integrated within their CRM system.

Salesforce est aussi propriétaire de Slack qui va intégrer de l'OpenAI directement dans son produit. Je comprends ni l'intérêt de faire les branchements pour voir ou à entrainer des modèles similaires avant d'avoir des usages concrets, des produits ou des besoins réels sur le papier.