Salesforce is moving from traditional seat-based SaaS pricing to a metered, usage-based model focused on workflow, aiming to become the key metering layer for enterprise software. In Q1 FY27, the company reported 13% revenue growth, a 34.8% non-GAAP operating margin, and $6.6 billion in free cash flow. Its newer data and agentic software layers are growing three times faster than legacy applications, supported by innovations like audit-lineage and zero-copy federation that create competitive advantages. Analysts see a fair value of $237.59 per share, suggesting 44% upside, though risks include cost of goods sold for inference, potential cannibalization of seat licenses, and concentrated adoption.
Salesforce announced a definitive agreement to acquire Braze, Inc. at $47.50 per share in cash, valuing Braze at approximately $5.66 billion. The acquisition is expected to close in Salesforce's fiscal year 2028, subject to shareholder approval and r...
Salesforce announced a $5.66 billion acquisition of Braze, a customer-engagement software firm, paying $47.50 per share, a 58% premium. Braze's technology enhances personalized customer communication using AI, strengthening Salesforce's marketing too...
Salesforce announced it is acquiring Braze for nearly $6 billion in cash, offering $47.50 per share, a 58% premium over Braze's recent closing price of $30.04. Despite the strategic move to expand its customer engagement platform, investors reacted n...
Salesforce's stock fell 2% following its announcement to acquire Braze, a customer engagement platform, for $5.66 billion in cash. The deal aims to enhance Salesforce's Marketing Cloud with Braze's real-time personalized messaging and AI-powered tool...
