What Andreessen Horowitz Got Wrong About AI [Forbes]
Salesforce.com Inc (CRM)
Last salesforce.com inc earnings: 2/25 04:06 pm
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Source: Forbes
A Response To Andreessen Horowitz’s “The New Of ”Last month, Martin Casado and Matt Bornstein of Andreesen Horowitz published ablog poston the “New of ,” arguing that looks more like professional services than it does SaaS. A16Z’s post is an accurate description of businesses today, but it is shortsighted. The services-heavy nature of existing businesses today is largely due to the fact that these are new businesses that lack appropriate infrastructure, but this will change. Just as cloud adoption skyrocketed during the last recession, COVID-19 and the long-tailed economic impact of it will not stall technical progress, but rather force the industry to become more accessible and cost-competitive like the traditional software market. In short, the industry will evolve to become a better infrastructure provider.The fact is, this same sort of piece could have been written 20 years ago about the software industry. While Salesforce is the poster child of Software-as-a-Service (SaaS),
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- Salesforce declares $0.416 dividend [Seeking Alpha]Seeking Alpha
- Salesforce Announces Quarterly DividendBusiness Wire
- Salesforce Inc (CRM) Q3 2026 Earnings Call Highlights: Strong Revenue Growth and AI-Driven Expansion [Yahoo! Finance]Yahoo! Finance
- Salesforce’s Agentforce Life Sciences Selected by AstraZeneca as Its Unified Global Platform to Help Transform Customer EngagementBusiness Wire
- Salesforce (NYSE:CRM) had its price target raised by analysts at Northland Securities from $264.00 to $267.00. They now have a "market perform" rating on the stock.MarketBeat
CRM
Earnings
- 12/3/25 - Beat
CRM
Sec Filings
- 12/4/25 - Form 10-Q
- 12/3/25 - Form 4
- 12/3/25 - Form 8-K
- CRM's page on the SEC website