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 … Continue reading Salesforce’s Risky Bet
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 … Continue reading Is Salesforce COO Bret Taylor The Company’s Next CEO?
Given inflated Technology company valuations and a weakening U.S. Dollar, we expect for stock swap M&A transactions to continue - especially as it relates to cross-border M&A. The DXY Index continues to drop as the USD falls relative to the currency basket (click chart below). The U.S. economy remains soft. Companies continue to cut headcount. … Continue reading Stock Swap Transactions Are Likely To Continue
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: … Continue reading Co-CEO Arrangements Are A Mixed Bag
Regardless of who wins November's general election we expect higher corporate income tax rates in 2021 or more likely 2022. Today's 21% U.S. corporate tax rate will likely climb back to 35% or higher should Trump win re-election or to 40-45% should Biden win the Presidency. We expect companies to control expenses as a result … Continue reading Higher Corporate Income Tax Rates and Advanced Automation Are Coming
We outline CEO changes that have occurred over the past few weeks Click here for the PDF presentation. https://youtu.be/R7K2KPRtTmU
The supply of Data Scientists is a constraint toward building Advanced Analytics practices including broadly-defined AI. Therefore, we expect this supply constraint to be a catalyst for M&A activity. We covered this "supply" topic last week in our article "AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity" The supply of data scientists is being stretched … Continue reading Salesforce to Acquire Tableau Software – Expect More Such Deals