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Oct 5, 2016
10/16
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crm didn't just fall off a cliff today. this is a stock that actually has fallen off a cliff since the middle of august on either some of these purchases. >> i think it's the twitter news. i don't think -- >> i know. it missed last quarter. they missed earnings estimates, they missed -- >> $81 a share. >> back in june -- the quarter is okay. i think the guidance hurt the stock and the stock was $83 or so in june, sold off since. this is a company -- i still think it's a great company. but valuation doesn't matter until it matters. and now it's starting to matter. to pete's point, though. if they don't do this deal, the stock gets back everything they lost and probably more so. i think he likes that -- he likes to put himself out there. this is getting the name of his company back out there. >> the deal goes ka-boom, it doesn't have -- >> goes away, yeah. >> goes away. twitter has a vested interest in keeping all of these rumors or hearsay, circulating. that's the bigger -- i'm still long twitter. that's the bigger problem.
crm didn't just fall off a cliff today. this is a stock that actually has fallen off a cliff since the middle of august on either some of these purchases. >> i think it's the twitter news. i don't think -- >> i know. it missed last quarter. they missed earnings estimates, they missed -- >> $81 a share. >> back in june -- the quarter is okay. i think the guidance hurt the stock and the stock was $83 or so in june, sold off since. this is a company -- i still think it's a...
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Oct 4, 2016
10/16
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CNBC
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are they the next crms? >> are they the next crms in terms of going lower? >> yes. that's what dan was positing. >> if you made me pick between the two, i think amazon has more likely -- has more likely move to the down side than facebook. somewhat insulated in facebook. i think amazon has the potential to give you a tape bomb. >> i think -- i think the defensiveness in big cap tech hasn't just been about amazon and -- >> how about microsoft? and cisco? >> mid 90s -- >> also paying a decent dividend and stocks relative to their history, depending which history you want to choose. that's the big argument. >> it's true. >> these companies have remade themselves. what's their multiple? microsoft obviously doesn't trade at the multiple. but meanwhile, growth rate -- >> guys, guys. hold on. the nasdaq 100 is 100 stocks. we all agree on that? five of those stocks make up $2 trillion -- >> what's the biggest one of those stocks? what's the biggest -- >> of 40 more seconds of this and that's it. >> what do you want to do -- >> apple trades at 14 with $200 billion -- >> time
are they the next crms? >> are they the next crms in terms of going lower? >> yes. that's what dan was positing. >> if you made me pick between the two, i think amazon has more likely -- has more likely move to the down side than facebook. somewhat insulated in facebook. i think amazon has the potential to give you a tape bomb. >> i think -- i think the defensiveness in big cap tech hasn't just been about amazon and -- >> how about microsoft? and cisco? >>...
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224
Oct 14, 2016
10/16
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CNBC
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crm backing out or slowly backing out, the short pressed this thing pretty aggressively.lying bid from covering. i think this thing could drift a lot lower. and, again, i say to you, valuationwise, this could be a -- this could be a $10 stock. i don't know. i would say there is no reason to step in and buy this stock here. the only reason a loot of plt a were in -- you got more here. >> thanks, guys, david seeburg and jessica lessen. >> inspired by snoop and martha, we're teaming up for a new cooking show. our picks for who melissa and tyler should team up with and their own picks for who they would want to team up with if they had a cooking show and they might. that's coming up. this is my retirement. retiring retired tires. and i never get tired of it. are you entirely prepared to retire? plan your never tiring retiring retired tires retirement with e*trade. i'm in vests and as a vested investor in vests i invest with e*trade, where investors can investigate and invest in vests... or not in vests. sign up at etrade.com and get up to six hundred dollars. hey, evan. so, y
crm backing out or slowly backing out, the short pressed this thing pretty aggressively.lying bid from covering. i think this thing could drift a lot lower. and, again, i say to you, valuationwise, this could be a -- this could be a $10 stock. i don't know. i would say there is no reason to step in and buy this stock here. the only reason a loot of plt a were in -- you got more here. >> thanks, guys, david seeburg and jessica lessen. >> inspired by snoop and martha, we're teaming up...
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Oct 26, 2016
10/16
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WNCN
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>>yikes, that ice crm was messing with you, wasn't it? when cold and flu hold you back try eraflu pressmax, now in new caplets. it the only cold flu caplet that h a maximum strength anie warm i seation yosttlfeel.caplet theraflu for a powerful comeback. new expressmax caplets. ? ? ? unpunished department, singer justin timberlake got into election trouble in tennessee. selfie and posted it on k a instagram. well, it turns out that breaks a little bit of a state law. the offi of the shelby county district attorney says while it is aware of a possible violation of the law, it is not investigating. >> k> nowker i cut over domestic abuse allegations. and new details in the deadly on the morning nsstand. >>> the "los anges times" reports that the tour bus in the crash that killed 13 people did not meet safetystan investator say two of its eigh tiracd sufficient tread. federal investigatorsayt d yo fd the use sunday's crash >>> "the new york times" reports that a player who admitteinhis nfl. the new york giants cut josh brown yesterday. the own
>>yikes, that ice crm was messing with you, wasn't it? when cold and flu hold you back try eraflu pressmax, now in new caplets. it the only cold flu caplet that h a maximum strength anie warm i seation yosttlfeel.caplet theraflu for a powerful comeback. new expressmax caplets. ? ? ? unpunished department, singer justin timberlake got into election trouble in tennessee. selfie and posted it on k a instagram. well, it turns out that breaks a little bit of a state law. the offi of the shelby...
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Oct 22, 2016
10/16
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KSNV
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. >> a $20 bill is actually the currency that crms use more crie u.s. counterfeit the most. but aal international circles. >> international organization of vine and wine says harsh weather has led to one of the worst years of production ever. they blame global warming and more frequent storms. global wine production is expected to fall 5% this year but not all over the world. production in the u.s. and australia and spain is up offsetting some of the loss. >> caught on camera a bird caused traffic trouble. vegas. look at that, an emu, or emu, it disrupted about 100 miles west of las vegas. troopers arrived to see the bird and caught it with a lasso. he doesn't even burn a tank of gas at 30 miles per hour. authi made its way to arizona. >> reminds me of a baby hawk. kevin was showing us the other day because that emu took a direct gaze, saying yes i'm here, i'm on the road, what are you looking at? >> and he's on to a pre-med degree. >> who knew birds could swim? out broadcasting live from the las vegas balloon festival. you get a chance to see the balloons glowing yet again
. >> a $20 bill is actually the currency that crms use more crie u.s. counterfeit the most. but aal international circles. >> international organization of vine and wine says harsh weather has led to one of the worst years of production ever. they blame global warming and more frequent storms. global wine production is expected to fall 5% this year but not all over the world. production in the u.s. and australia and spain is up offsetting some of the loss. >> caught on camera...
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Oct 10, 2016
10/16
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CNBC
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crm stands for what they do. >> but, of course, they would say we're actually branching fraught crm. locked in, especially when they buy twitter. >> any symbols you think need to be changed? >> i always get caught up on smh, the semiconductor sector holders, early etf. but everyone now you see smh all of the time for this texting code. >> shake my head. >> so i would love for shake my head to go away. >> dupont which has the dd. >> what's wrong with dd? although i do think it should be dunkin' donuts. >> ei dupont due more. >> but when it's dow dupont, it will make sense. the times will change to fit the ticker. >> speaking of deals, i find that creates a lot of relic ones, where you have, for example, avgo for broadcom and when my friends get married or change their names to an old name -- you've got to get -- got to bring it all together. >> that's a vestige. >> bkln, this power shares etf for bank loans, i always think is brooklyn. does anybody not think brooklyn? >> totally. >> the other one is bud for imbev. >> anyone know why general mills is gis? >> no, because they used to ha
crm stands for what they do. >> but, of course, they would say we're actually branching fraught crm. locked in, especially when they buy twitter. >> any symbols you think need to be changed? >> i always get caught up on smh, the semiconductor sector holders, early etf. but everyone now you see smh all of the time for this texting code. >> shake my head. >> so i would love for shake my head to go away. >> dupont which has the dd. >> what's wrong with dd?...
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Oct 10, 2016
10/16
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>> that's actually where we were as a desk last week when we talked about crm. we had thought maybe this is a poker game that benioff is playing, trying to either spook people away, or come in and grab -- this could be really crazy, if it worked out perfectly for him. but i do believe there is still a bid there. i do believe they have to monetize. i'm still long, as a shareholder. and i believe there's some up side still there. >> the woes of twitter could be illustrating a classic investor mistake. buying the stock of a company with a universally loved product, maybe one you use. twitter is down 25% this year, but it has -- unofficial category, check out shares of gopro. that's down 12%, even though people love those action cameras. starbucks down 11% this year, even though there is one on every corner and even though people love their burgers, shake shack down 16%. so could that old adage of buy what you know actually be dangerous? guy? >> it's interesting. obviously, we cherry picked a little bit. so with those four stocks t does look dangerous. we're talking
>> that's actually where we were as a desk last week when we talked about crm. we had thought maybe this is a poker game that benioff is playing, trying to either spook people away, or come in and grab -- this could be really crazy, if it worked out perfectly for him. but i do believe there is still a bid there. i do believe they have to monetize. i'm still long, as a shareholder. and i believe there's some up side still there. >> the woes of twitter could be illustrating a classic...
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Oct 21, 2016
10/16
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WCVB
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maria: new now, another death tied to a takata air bag has been crm 2001 honda civic last month. this is the 11th death. the u.s. government has connected to the airbags. millions of them have been recalled because they can inflate with too much force causing metal and shrapnel to fly at the driver. ed: the feds and state attorney general's office taking over the probe of the former gloucester police chief. earlier this month, leonard campanello announced his resignation. he had been put on leave following an investigation into alleged inappropriate conduct with several women. of his city-issued cell phone that was needed in the investigation. maria: new tonight, a woman faces animal cruelty charges because of what you see on this video. beating a scared dog with a broomstick. newscenter 5's jorge quiroga is live in brockton. jorge, how's that dog now? jorge: the good news tonight bella, no is well taken care of. video of the dog's past abuse now landing her former owner in trouble with the law. the video starts with bella, a female pit bull terrier mix puppy hiding under the kit
maria: new now, another death tied to a takata air bag has been crm 2001 honda civic last month. this is the 11th death. the u.s. government has connected to the airbags. millions of them have been recalled because they can inflate with too much force causing metal and shrapnel to fly at the driver. ed: the feds and state attorney general's office taking over the probe of the former gloucester police chief. earlier this month, leonard campanello announced his resignation. he had been put on...
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Oct 7, 2016
10/16
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the rationale behind crm buying twitter, perhaps its data could help salesforce customers create targetedarketing campaigns, and some analysts not fans of any such deal, btigs joel fish saying buying a licensing deal for twitter's content like google's deal to integrate tweets and search results would be a much smarter use of capital. >> josh lipton, thank you. >>> a lot of speculation out there. what's the best way to play twitter? dan is at the smart board with our call to action. >> a lot of things going on right now that actually make trading the options in the name really attractive, rather than buying stock here. if you look at what's going on since david faber broke the story on september 23, are the stock at one point up 35 mercedes. obviously, josh just said, it was down 20% on rico's reporting that google and other guys were not interested. here's the thing. nothing has been confirmed. it's not even being confirmed the company supposedly set a date by the end of the month. october 27th, they want to take all of the final bids. here's the thing. i wouldn't be rushing in to buy th
the rationale behind crm buying twitter, perhaps its data could help salesforce customers create targetedarketing campaigns, and some analysts not fans of any such deal, btigs joel fish saying buying a licensing deal for twitter's content like google's deal to integrate tweets and search results would be a much smarter use of capital. >> josh lipton, thank you. >>> a lot of speculation out there. what's the best way to play twitter? dan is at the smart board with our call to...
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Oct 14, 2016
10/16
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and there was, to david's point -- crm, obviously, acknowledging they have ruled it out. so we know they had hadn't considered it. all the other ones, they're only reports. >> it tim's point, the media speculation fueled by the fact twitter made comments. >> comments! >> they did a horrific job. horrific job. >> police were investigating what their options were. >> i think that half this board and half this management don't want to be sold, okay? so i am just telling you -- >> they did say -- they wanted all the bids in by october 27th. so they acknowledged they were up for sale by doing that. >> and maybe the best thing that happened to twitter is that nobody stepped up and bought them. because if they do figure it out, i think the -- i think the speaker price -- i think the business could be worth a lot more than the 25 or $26 a share that was being bandied about. i'm not saying i can fix twitter. i can't. i'll say once again, i think it is too valuable a business for people to walk away from. and when they get it right, they're going to get it right in a big way. >> do
and there was, to david's point -- crm, obviously, acknowledging they have ruled it out. so we know they had hadn't considered it. all the other ones, they're only reports. >> it tim's point, the media speculation fueled by the fact twitter made comments. >> comments! >> they did a horrific job. horrific job. >> police were investigating what their options were. >> i think that half this board and half this management don't want to be sold, okay? so i am just...
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Oct 22, 2016
10/16
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BLOOMBERG
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is the largest crm company.argest pure play hr solutions company and there are a lot of them out there. companies that specialize in certain verticals. the already being venture capital funds keep getting bigger. david: i asked about what we can expect in silicon valley next year. >> venture capitalists are raising record amounts of funds from their limited partners like university endowments, mutual funds, overseas investors. on the other hand, startups are struggling to raise money. are seeing this rush of capital into the startups that are perceived as the most successful like uber and snapchat and everyone else is feeling just meh about the coming year. david: they are big and perceived to be safe or because these are companies that could go public anytime? >> both of those things. uber is an example. if you are looking for a pet and not feeling super good about the economy and your choice is up trying tort compete in that space or even an adjacent space where you have to compete for drivers, that choice whi
is the largest crm company.argest pure play hr solutions company and there are a lot of them out there. companies that specialize in certain verticals. the already being venture capital funds keep getting bigger. david: i asked about what we can expect in silicon valley next year. >> venture capitalists are raising record amounts of funds from their limited partners like university endowments, mutual funds, overseas investors. on the other hand, startups are struggling to raise money. are...
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Oct 1, 2016
10/16
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you have crm that trades at 60 times earnings. microsoft at 20.y have got some momentum it to their back. this is a good defined risk way, again, to possibly replace. long into potentially volatile, and i have one more thing. this is a chart for you. i think the stock has really good support, 56, 57. and the high -- 52-week high. look at that thing. obviously there is risk down to 54. the 200-day moving average. but if they have good news, the stock is going to 60. >> look, that's not the bottom line, or is that the moving average? >> no. that's the moving average. >> there you go. but the reality is are you playing for this tight range to be resolved up, not down? if it goes the way last quarter, you will get that. presumptively. >> right. let's move on from tech to financials. a brutal week for wells fargo. ceo john stumpf grilled on capitol hill by the house financial services committee. take a listen. >> if somebody walked into wells fargo tomorrow and robbed your bank of defrauded your bank and then after they're caught they say, well, i'm so
you have crm that trades at 60 times earnings. microsoft at 20.y have got some momentum it to their back. this is a good defined risk way, again, to possibly replace. long into potentially volatile, and i have one more thing. this is a chart for you. i think the stock has really good support, 56, 57. and the high -- 52-week high. look at that thing. obviously there is risk down to 54. the 200-day moving average. but if they have good news, the stock is going to 60. >> look, that's not the...
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Oct 3, 2016
10/16
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to be honest, unless you're totally into crm, you might not be there. suffice it to say it's the largest technology conference in the world. they're about to add major renovation. they're going to add about 300,000 square feet next year. that shouldn't about a negative effect on hotels and other hot spots. the moscone accounts for about 20% of tourism. the five-month closure will cause 360,000 empty hotel rooms next year. >>> we get the september jobs report on friday. we have a string of good numbers as the economy continues to grow. there will be another jobs report before the election. the election in november is here on tuesday, right? the jobs report, the last one, will come that friday before. so this will obviously be a very important jobs report politically. >>> bass pro shops is buying ka cabela's for $500 million. the two stores specialize in hunting and fishing. facebook would create a marketplace where you can sell to your friends. there are others close by that have tried to do this, but facebook has a built-in audio. >> they certainly do.
to be honest, unless you're totally into crm, you might not be there. suffice it to say it's the largest technology conference in the world. they're about to add major renovation. they're going to add about 300,000 square feet next year. that shouldn't about a negative effect on hotels and other hot spots. the moscone accounts for about 20% of tourism. the five-month closure will cause 360,000 empty hotel rooms next year. >>> we get the september jobs report on friday. we have a string...
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Oct 3, 2016
10/16
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unless you're totally into crm, you're not going to be there.s is the largest tech conference in the world. the moscone center is about to undergo a major renovation. that's going to affect future conferences. they'll add 300,000 square feet. the center will be closed for an extended period next year. this will have a negative effect on hotels and other tourism hot spots. the city says the moscone center accounts for 20% of the tourism dollars and the san francisco business times estimates the five-month closure will cause 350,000 hotel rooms to go empty next year. >>> we get the september jobs report on friday. we had a string of good numbers as the economy continues to grow. there is going to be one more jobs report before the election. the election is here on tuesday. the last job report before will come on that previous friday. this is going to be a very important politically jobs report. >> bass pro shops will buy cabela's in a $5.5 billion deal. if you don't -- i fish, i don't hunt, but if you don't do those things, it's still worth going
unless you're totally into crm, you're not going to be there.s is the largest tech conference in the world. the moscone center is about to undergo a major renovation. that's going to affect future conferences. they'll add 300,000 square feet. the center will be closed for an extended period next year. this will have a negative effect on hotels and other tourism hot spots. the city says the moscone center accounts for 20% of the tourism dollars and the san francisco business times estimates the...
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liz: crm, customer relation management. >> twitter is b to c. that has investors worried.f they do make the bid, people saying this week could be it, there will be an investor revolt. one other reason, fly in the ointment of this deal, the whole notion of twitter sports. i will tell you we're getting multiple reports there is a lot of turnover in that department. it is very hard to do business with them from what we understand. it is a work in progress. so now that is their best thing. liz: what do you mean turfover? top executives? >> people are leaving, executives. we should point out people that matter are leaving. we should point out twitter denies this. they are on the record with us now. they are denying they have any turnover in the sports department but i'm telling you people in there are telling fox business there is degree of turmoil, turnover and very hard to do business with those folks. that is going to be another potential fly in the ointment for anybody bidding on this. i'm not saying this, mark beniof, but if he does it you know will hit the fan. why is the
liz: crm, customer relation management. >> twitter is b to c. that has investors worried.f they do make the bid, people saying this week could be it, there will be an investor revolt. one other reason, fly in the ointment of this deal, the whole notion of twitter sports. i will tell you we're getting multiple reports there is a lot of turnover in that department. it is very hard to do business with them from what we understand. it is a work in progress. so now that is their best thing....
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Oct 3, 2016
10/16
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if you're not totally into crm, you won't be there. it is the largest tech conference in the world.center is about to be closed for an extended period. the city says the moscone center accounts for 20% of the tourism dollars. they estimate the five-month closure will cause 360,000 hotel rooms to go empty just next year. we get the september jobs report. that comes on friday. we had a string of very good numbers as the economy continues to grow. there's going to be one more jobs report for the election. the jobs report will come on the previous friday. obviously, a very important jobs report politically. bass pro shops will buy cabela's in a $5.5 billion all cash deal. it has everything you need for hunting or anything else you need. nutanix. they debuted on the stock market friday, jumped more than 130%. tesla saying it sold more cars than expected. >> they do cloud and cloud security, et cetera. one of those companies that is harder to explain in 10 seconds. the elevator pitch is different. >> lots of antics as people were scrambling to get tickets for a big fwam this week. >> it a
if you're not totally into crm, you won't be there. it is the largest tech conference in the world.center is about to be closed for an extended period. the city says the moscone center accounts for 20% of the tourism dollars. they estimate the five-month closure will cause 360,000 hotel rooms to go empty just next year. we get the september jobs report. that comes on friday. we had a string of very good numbers as the economy continues to grow. there's going to be one more jobs report for the...
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Oct 29, 2016
10/16
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BLOOMBERG
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what the clinton campaign is doing is more of a crm relationship.that you can't get through on the phone to half the quotas you need any more. so the tubes in the radar that wore all obsessed with are sparking at the end of the election. it's hard to do. john: if hillary clinton gave a call tomorrow morning and said, matt, what should i do? broadly speaking can we afford , if i moment to go into a prevent defense or a four corners offense, either way? or do we need to be out there aggressively making some kind of case to counter this information flow? matt: i think i would advise her to do basically what she did today, leave the wrangling over the comey thing to aides and go out and make her closing argument the way she was planning to do it. i think it was smart of her not to comment in the clip you showed about this, because what is she going to say? there really isn't any information out there and i , don't think she can go to the bunker here at all. she's got to be out and working aggressively. mark: mike, they obviously had a full schedule of t
what the clinton campaign is doing is more of a crm relationship.that you can't get through on the phone to half the quotas you need any more. so the tubes in the radar that wore all obsessed with are sparking at the end of the election. it's hard to do. john: if hillary clinton gave a call tomorrow morning and said, matt, what should i do? broadly speaking can we afford , if i moment to go into a prevent defense or a four corners offense, either way? or do we need to be out there aggressively...
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Oct 7, 2016
10/16
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CNBC
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i think the way mark has described twitter is an underexploited crm platform is totally correct.activity with brands engaging directly with their consumers on twitter, something we never focused on accentuating and building product for, but that use case is there. it's organic. it's natural. and in the hands of someone like sales force or even independently, there's much more to be done there. >> i remember asking certainly adam on our air a few times why databased revenue, like nielsen, all these other companies that sell analytics, why it was not a bigger priority. was that something you fought for at the time when you were there? >> it was the original revenue stream for the company was data. we did deals with some of the big search engines. and the data business is actually meaningful. it's not nearly as meaningful as advertising but it is meaningful. i think the point that sales force, the interest they would have, is not just purely the data but building the ability or platform for businesses to interact directly with their consumer and have that one-to-one relationship. th
i think the way mark has described twitter is an underexploited crm platform is totally correct.activity with brands engaging directly with their consumers on twitter, something we never focused on accentuating and building product for, but that use case is there. it's organic. it's natural. and in the hands of someone like sales force or even independently, there's much more to be done there. >> i remember asking certainly adam on our air a few times why databased revenue, like nielsen,...
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Oct 21, 2016
10/16
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CNBC
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>> yeah. >> and it's an important one by the way. >> they got trolled by crm, didn't they?ll, maybe -- well, that's one side. >> all right. see that, silence. courtney reagan's on the floor she's got more on what's moving this morning. >> good morning to you, david. we do actually have a lot of movers in either direction when it comes to earnings, but if you take a look at earnings direction decidedly lower dow down by about 96 here in the first few moments of trade, s&p lower, nasdaq also lower despite strength from microsoft. and worth noting the dollar hitting seven-month highs today against a basket of currencies. and looking at the euro, euro hitting lowest level since march 10th at 108.68. and a lot of dow components are on the move today, not all in the same direction. you've talked about microsoft, but it's worth pointing out we're hitting the first all-time high since 1999. you rarely see moves in microsoft up 5% here in the opening minutes of trade after its eps soared past consensus, revenue beating some strong growth in its cloud business. ge also beating on its
>> yeah. >> and it's an important one by the way. >> they got trolled by crm, didn't they?ll, maybe -- well, that's one side. >> all right. see that, silence. courtney reagan's on the floor she's got more on what's moving this morning. >> good morning to you, david. we do actually have a lot of movers in either direction when it comes to earnings, but if you take a look at earnings direction decidedly lower dow down by about 96 here in the first few moments of...
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Oct 17, 2016
10/16
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CNBC
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so salesforce is a leader in crm, their own marketing cloud, in order to have a complete offering, microsoftbe teamed up. >> now, one question for investors, what do these recent partnerships mean for the other cloud players? remember, they've been busy, too. ibm also has a partnership with vmware and google can build data centers, as well as any internet giant on the planet. the truth is there won't be one king of the cloud. looking ahead, vcs say cloud companies will offer different areas of expertise, some in a.i., others in data analytics. in other words, this is going to be a multi-cloud world. one thing is certain, though, there's going to be a lot of business to go around. by 2019, nearly 90% of work loads will be in the cloud, according to cisco. guys, back to you. >> thanks so much, josh lipton on the cloud wars. >>> still to come on "squawk alley," markets closing, and more from our exclusive interview with pepsico chairman and ceo indra newy. that's when "squawk alley" returns. they may want the latest products and services, but they demand the best shopping experiences. they're y
so salesforce is a leader in crm, their own marketing cloud, in order to have a complete offering, microsoftbe teamed up. >> now, one question for investors, what do these recent partnerships mean for the other cloud players? remember, they've been busy, too. ibm also has a partnership with vmware and google can build data centers, as well as any internet giant on the planet. the truth is there won't be one king of the cloud. looking ahead, vcs say cloud companies will offer different...
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Oct 27, 2016
10/16
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but you're looking at a company that you look at crm. >> sales force. >> salesforce.com.n the case of sales force you have an entire labor force using this stuff and it makes sense. they may lose seats with subscription. this is the real risk we've never seen. if there's a downturn, people can now turn it off. they couldn't do that with the software companies beyond but now they can just turn it off. we haven't seen a real downturn since it became a thing. you stop using it so you bring in engineers, they design the product and want to stop using it which the ceo said is why people love their business as a subscription because everybody can just cancel it after using it a year, a year and a half. it may be a very different business, maybe one you don't want. >> if people are in defense of this company, there was a "wall street journal" story that came out not two, three days ago, i'll read the first line from it because i think it underscores why the stock is going the other way. software maker ptc is suffering from declining revenues and earnings, it's cut staff and take
but you're looking at a company that you look at crm. >> sales force. >> salesforce.com.n the case of sales force you have an entire labor force using this stuff and it makes sense. they may lose seats with subscription. this is the real risk we've never seen. if there's a downturn, people can now turn it off. they couldn't do that with the software companies beyond but now they can just turn it off. we haven't seen a real downturn since it became a thing. you stop using it so you...
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Oct 1, 2016
10/16
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KWWL
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the interesting thing about veeva, our first act was crm. our second act is vault, so we know how to do -- once you know how to do second acts, you probably try to do a third. >> we've been backing it. there was a guy saying, oh, it's not so good. the trajectory here is on -- it's really on course. i bet you get to that $1.5 billion. that's peter gassner. it's expensive, but it should be. "mad money" is back after the break. alright kiddos! everybody off the backpack, we made it to the ottoman. i like to watch them clean, but they'll never get me on the mattress! finally there's a disinfectant mist designed for sofas, mattresses and more. introducing new lysol max cover. its innovative cap has a 2x wider spray that kills 99.9% of bacteria. i used to blame the weather for my frizz. turns out my curls needed to be stronger. pantene's pro-v formula makes my curls so strong... it's time for the lightning round! you'll hear that sound -- [ buzzer ] -- and then the lightning round is over. are you ready, skee-daddy? it's time for the lightning rou
the interesting thing about veeva, our first act was crm. our second act is vault, so we know how to do -- once you know how to do second acts, you probably try to do a third. >> we've been backing it. there was a guy saying, oh, it's not so good. the trajectory here is on -- it's really on course. i bet you get to that $1.5 billion. that's peter gassner. it's expensive, but it should be. "mad money" is back after the break. alright kiddos! everybody off the backpack, we made it...
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Oct 5, 2016
10/16
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CNBC
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i think you are spot on all the analysis here, and in particular about crm sales force. i think that's a make it or break it bet if benioff makes that bed for $20 billion. it's a $27 billion market cap company. for them to bet that all on twitter, i think is lunacy. i'm agreeing with you, and i'll say i don't know who is pushing that other than that benioff likes it as a platform. i don't think he likes it as an investment. >> again, it just -- from an outsider's perspective, i don't know, mark. i actually was with mike lazaro who founded buddy media last week who had nothing but great things to say about marc and his vision and what a terrific guy he is. he is obviously a tremendous operator. i don't see it strategically, but perhaps he has a data plan in his head that makes sense. that's why i keep coming back to google and apple. i would have said moflt a while ago, but since they bought linkedin, that seems much more far afield at this point. you start to see some interesting possibilities in a google youtube twitter world, right? that would be exciting certainly for
i think you are spot on all the analysis here, and in particular about crm sales force. i think that's a make it or break it bet if benioff makes that bed for $20 billion. it's a $27 billion market cap company. for them to bet that all on twitter, i think is lunacy. i'm agreeing with you, and i'll say i don't know who is pushing that other than that benioff likes it as a platform. i don't think he likes it as an investment. >> again, it just -- from an outsider's perspective, i don't...
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Oct 28, 2016
10/16
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MSNBCW
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what i believe the clinton campaign is doing is more of a crm relationship with voters they've identified to make sure their army is holding less than trying random phone polling because the truth is you can't get through on the phone to half the quotas you need anymore. so the tubes in the radar in this polling we're obsessed with are sparking. it's hard to do. >> matt, if hillary clinton gave you a call storm morning, assuming we don't have new information by tomorrow morning and said matt, what should i do? should i be -- can we afford at this moment to go into a prevent defense or four corners offense or do we need to somehow be out there aggressively making some kind of case to counter this information flow? >> well i would advise her to do basically what she did today. leave the wrangling over the comey thing to aides and go out and make her closing argument the way she was planning to do it. it was smart of her not to comment in the clip you showed at the top of the show about this because what is she going to say? there isn't any information out there and i don't think she can bun
what i believe the clinton campaign is doing is more of a crm relationship with voters they've identified to make sure their army is holding less than trying random phone polling because the truth is you can't get through on the phone to half the quotas you need anymore. so the tubes in the radar in this polling we're obsessed with are sparking. it's hard to do. >> matt, if hillary clinton gave you a call storm morning, assuming we don't have new information by tomorrow morning and said...
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Oct 4, 2016
10/16
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CNBC
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we have unusual activity in crm.t's not surprising since you've got a pretty good catalyst here. but there is a whole bunch of eyeballs that are going to be on this. >> we talked about all of the potential purchases for salesforce. what about salesforce itself as an investment? do you buy the stock at $70/50? >> they were buying the $77.50 calls. the second or third time in the last two weeks they've been buying upside calls. they start at $72.50. then they went to $75. now they went to $77.50. >> home improvement world, home depot, everybody always seems to forget about lowe's. we've seen nothing but paper coming into lowe's. looking for more and more upside, scott. i think they are delivering. they always seem to go back and forth with one another. i think lowe's is making that catch-up trade right now. i am in those calls. >> you are not in the stock. >> i am not in the stock. low volatility environment, you own calls. >> good stuff, guys. thanks for watching. see all of you tomorrow. "power lunch" begins now. >>>
we have unusual activity in crm.t's not surprising since you've got a pretty good catalyst here. but there is a whole bunch of eyeballs that are going to be on this. >> we talked about all of the potential purchases for salesforce. what about salesforce itself as an investment? do you buy the stock at $70/50? >> they were buying the $77.50 calls. the second or third time in the last two weeks they've been buying upside calls. they start at $72.50. then they went to $75. now they...
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Oct 20, 2016
10/16
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CNBC
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, you mentioned twitter, crm, and your point is that the hackers don't break your system.kers only make it obvious to you that it was broke en in the first place. how long is this process once you find these hackers to work for you? what do they uncover and how long does that take? >> when you start a program with us, it takes less than 24 hours to find the first severe vulnerability. for the pentagon it took only 13 minutes so they're very quick and that's what you need, because you need to fix your problems very quickly before the criminals get to them. and the power of this is in the numbers. there are far more ethical hacker, white hat hackers in the world, than criminals. so when you just invite the good guys to help you, you will always be safe. it's like a neighborhood watch. you're asking the good guys around you to help you see what's wrong with your system and help you fix it. >> a big issue that voters are trying to wrap their heads around this election, martin, is where classified information is stored, how it is treated, and where it is safe. you have a lot of
, you mentioned twitter, crm, and your point is that the hackers don't break your system.kers only make it obvious to you that it was broke en in the first place. how long is this process once you find these hackers to work for you? what do they uncover and how long does that take? >> when you start a program with us, it takes less than 24 hours to find the first severe vulnerability. for the pentagon it took only 13 minutes so they're very quick and that's what you need, because you need...
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Oct 22, 2016
10/16
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WBZ
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story coming up way to indulge your tweet tooth by this weekend is the perfect time to grab a boston crm >>> you don't have to wait for halloween to get yourself a treat. phantom gourmet finds local i just want what's best for my kids. when i hear arguments that massachusetts needs more charter schools, i think: what about the students in all of our schools? every new charter takes away more money from the existing public schools. that's 400 million dollars, just last year. we can't afford to drain even more money from our kids' schools because they're already losing so much. i'm not just standing up for my own kids; i'm fighting for yours, too. you know me. that's new hampshire kelly ayotte. this is washington kelly ayotte. she voted for 20 billion dollars in tax breaks for the big oil companies. but she voted against letting you refinance your student loans. ayotte voted to give a huge tax breaks to millionaires. while 95% of us... got nothing. kelly ayotte. you need to know in washington. she's not working for new hampshire. dscc is responsible for the content of this advertising. >>>
story coming up way to indulge your tweet tooth by this weekend is the perfect time to grab a boston crm >>> you don't have to wait for halloween to get yourself a treat. phantom gourmet finds local i just want what's best for my kids. when i hear arguments that massachusetts needs more charter schools, i think: what about the students in all of our schools? every new charter takes away more money from the existing public schools. that's 400 million dollars, just last year. we can't...
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Oct 21, 2016
10/16
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FBC
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>>crm, colin powell is on the board of salesforce.com. hacked his emails.the interesting things is companies they're looking to buy. there could be massive wave of merger mania, massive wave. neil: is this change in administrations or justice, ftc whoever else rules on this, does it matter? >> i would think, i would think hillary clinton would be tougher. i think she would be a little tougher, regulatorywise than say, a donald trump administration. neil: wow. >> but we have seen in president obama, he hated these deals unless there is something, again, anheuser-busch deal to me was mind-boggling considering some of the small pip squeak deals he stopped to save american companies like staples and office depot. neil: if they can save cnn might be worth it. >> they need to be saved. [laughter] neil: people at cd n, oh, that idiot. -- cnn. more on deal fallout and what we can expect on the wikileak dumps coming our way after this. with handles designed here, made here, shipped from here, on this plane flown by this pilot, who owns stock in this company, that bu
>>crm, colin powell is on the board of salesforce.com. hacked his emails.the interesting things is companies they're looking to buy. there could be massive wave of merger mania, massive wave. neil: is this change in administrations or justice, ftc whoever else rules on this, does it matter? >> i would think, i would think hillary clinton would be tougher. i think she would be a little tougher, regulatorywise than say, a donald trump administration. neil: wow. >> but we have...
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Oct 5, 2016
10/16
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CNBC
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crm shares, well off session lows, down by 4.75%.ear tick higher with twitter shares taking a slight dip lower but in the green here. it is interesting that jim mentioned heather blini, software analyst. another analyst out today saying that a twitter deal could destroy up to 25% of the market cap. it will take another two to three years to recover that. skepticism about the deal. they talked about t rowe and fidelity. t rowe has been an active, vocal tech investor. oppose opposed the oracle deal. you got to wonder how they chime in on this as the initial market reaction indicates that investors would not approve this deal. >> you think it is a fast growing company. it is flat lining. >> flagging metrics. >> i don't -- sales force is an enterprise and customer marketing base software company. i don't know what they want with a company just saying, hey, i had tacos for dinner last night. >> to jim's point, about the data, data mining and expanding their presence in artificial intelligence, which has been a big push. that was the most
crm shares, well off session lows, down by 4.75%.ear tick higher with twitter shares taking a slight dip lower but in the green here. it is interesting that jim mentioned heather blini, software analyst. another analyst out today saying that a twitter deal could destroy up to 25% of the market cap. it will take another two to three years to recover that. skepticism about the deal. they talked about t rowe and fidelity. t rowe has been an active, vocal tech investor. oppose opposed the oracle...
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Oct 6, 2016
10/16
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CNBC
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yes, you can make the arguments for the marketing cloud and crm, but can they afford to pay for it? i just don't see it happening. they'll have to piss off a lot of shareholders there and assume a lot of stock because they just don't have the balance sheet to facilitate. >> who's got the capital to do it? they probably don't. >> well, mean, you can look at private equity firms like soft bank. and the end of f the day, what price is it going to come? the bidding war you know, reported bidding war, has been driving up the price, but the fundamentals are, it's mismatched with the fundamentals of the business. right now, we're looking at a company that's at six times revenue. 20 times ebitda and each is worth about $50. that compares to $60 for what microsoft paid for linked in. there's a mismatch as far as what the fundamentals of company are worth. so, i think that the downside risk here is greater than the upside, so it's got to be about the great price. >> and that's why evidently, you would think a couple of the birds who were driving the price up have gotten out. just got away. fr
yes, you can make the arguments for the marketing cloud and crm, but can they afford to pay for it? i just don't see it happening. they'll have to piss off a lot of shareholders there and assume a lot of stock because they just don't have the balance sheet to facilitate. >> who's got the capital to do it? they probably don't. >> well, mean, you can look at private equity firms like soft bank. and the end of f the day, what price is it going to come? the bidding war you know,...
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Oct 26, 2016
10/16
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WTTG
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crm is that really -- was that the t first time we've seen her out it public? >> this is the first time we've seen her.een her. yeah, eye you know, you haven'tn left the house in awhile youwhil need a little ice cream break. so what's interesting aboutting these photos is remember we didd the story that kim said she's ss going to basically tone it downd especially on social media whene she goes out.she go. shows not going to be displayinn as much jewelry or personalerso wealth. security measures now.eares well jonathan for ice cream and thisi is like kim like we haven't sees her in long time. wearing oversized hoodie veryeer very little makeup. meup. her hair is not done.e. no jewelry is visible on her at all. so she obviously still looksoo great but it looks like she'she following through with what shes said, and this is the first timt we have seen her out since she got back to, um, you know, sin the robbery incident.ncident. she came back to new york andord since. so she's going to slowly startta coming out, but it appears she's going to stick to what she sai
crm is that really -- was that the t first time we've seen her out it public? >> this is the first time we've seen her.een her. yeah, eye you know, you haven'tn left the house in awhile youwhil need a little ice cream break. so what's interesting aboutting these photos is remember we didd the story that kim said she's ss going to basically tone it downd especially on social media whene she goes out.she go. shows not going to be displayinn as much jewelry or personalerso wealth. security...
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Oct 4, 2016
10/16
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CNBC
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as we try to weigh the possibility of twitter going to the crm or anyone else. get to bob pisani on the floor. >> sort of a mixed open overall but very interesting things going on over in england. the uk, we're seeing a nice move up in a number of big multi-national companies. may announcing yesterday a timetable for brexit. and you might think that's not good news but the companies are all up on this. primarily because of the weak british pound. so companies that are major exporters, rolls royce, for example, 85% of their revenues are outside the united states. a weak pound helps them out. so pearson, the big publishing company, media company, standard chartered, glencore the big commodities company all trading up in the uk, part of the footsiefoots ftse 100. over here the companies having the most notable revenue gains, i'll talk about that in a minute, and lagging like utilities are down. and another weak day for gold. gold is at the lowest levels now since going back several months, i believe it's to june. but that's a notable decline there for all the gold
as we try to weigh the possibility of twitter going to the crm or anyone else. get to bob pisani on the floor. >> sort of a mixed open overall but very interesting things going on over in england. the uk, we're seeing a nice move up in a number of big multi-national companies. may announcing yesterday a timetable for brexit. and you might think that's not good news but the companies are all up on this. primarily because of the weak british pound. so companies that are major exporters,...
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Oct 11, 2016
10/16
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FBC
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twitter there's instant messaging-like system that could be valuable to somebody that's developing a crmblem with twitter is a discount on twitter. what ends up happening all -- [laughter] anthony: i'm being very serious. a company like sales force are looking and saying, wait a second, do i want to own all of the nonsense, that's why they pulled back. it's not a valuation thing. it's a perception thing. maria: twitter was so important and used during debates and this election season and yet they can't figure out how to monetize it. anthony: let me say something that donald trump has said openly perhaps on his network that his 11.9 million twitter people is equivalent to five times the wall street journal subscription. he's able to deliver information out there in a way that was unheard 10 or 15 years ago. dagen: twitter hasn't been able to figure out who these people are and exactly what their habits are and serve them in a very effective way. it's not indicative of behavioral in the real world. what i tweet has nothing to do with what kind of toothpaste i buy. twitter hasn't been able
twitter there's instant messaging-like system that could be valuable to somebody that's developing a crmblem with twitter is a discount on twitter. what ends up happening all -- [laughter] anthony: i'm being very serious. a company like sales force are looking and saying, wait a second, do i want to own all of the nonsense, that's why they pulled back. it's not a valuation thing. it's a perception thing. maria: twitter was so important and used during debates and this election season and yet...