TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Tag: Marc Benioff

    • A Salesforce Sale?

      Back in December I wrote that Oracle (ORCL) should acquire Salesforce (CRM). Activist investor Elliott Management may force a CRM sale, Oracle is the natural acquirer in our view.

    • We Expect CEOs and CFOs To Retire at A Record Pace

      We expect CEOs and CFOs to retire at a record pace over the next 12 months due to burnout associated with COVID-19. Last year senior executives scrambled to set-up Work-from-Home environments. This year it will be another headache, namely defining back-to-the-office policies and executing them. At many companies it is the CFO who is the…

    • Salesforce’s Risky Bet

      Rewriting Salesforce’s (tkr: CRM) technology stack to be “Slack first” would seem to be a risky bet. Run a Google search on “Slack fatigue”. Users are tired of constantly being pinged by inbound Slack notifications. Between email, texts, Slack messages and other distractions, no wonder employees find it difficult to do the type of work…

    • Is Salesforce COO Bret Taylor The Company’s Next CEO?

      Salesforce (tkr: CRM) president and Chief Operating Officer Bret Taylor may soon succeed company founder Marc Benioff as Chief Executive Officer. That’s the rumor as reported by a number of news outlets this week. If true, Taylor’s operating experience – particularly on the product side (Taylor was Salesforce’s Chief Product Officer prior to becoming COO…

    • Co-CEO Arrangements Are A Mixed Bag

      Whether or not Co-CEO arrangements work in general is a mixed bag. Co-CEO arrangements can be effective when responsibilities are clearly defined. Less than optimal outcomes occur when responsibilities are not well-defined. Below are a number of current and recent Co-CEO arrangements primarily across the Technology industry. Reed Hastings and Ted Sarandos of Netflix (ticker:…