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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":603586274,"tweetId":"603586274","gmtCreate":1638427562848,"gmtModify":1638427563636,"author":{"id":3575357409343512,"idStr":"3575357409343512","authorId":3575357409343512,"authorIdStr":"3575357409343512","name":"Lalalanana","avatar":"https://static.tigerbbs.com/1dc07195419b4d0af32837fd05440883","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":49,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Ok</p></body></html>","htmlText":"<html><head></head><body><p>Ok</p></body></html>","text":"Ok","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/603586274","repostId":1107388817,"repostType":4,"repost":{"id":"1107388817","kind":"news","pubTimestamp":1638425710,"share":"https://www.laohu8.com/m/news/1107388817?lang=zh_CN&edition=full","pubTime":"2021-12-02 14:15","market":"us","language":"en","title":"Salesforce Needs to Keep Having It Both Ways<blockquote>Salesforce 需要保持这两种方式</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1107388817","media":"WSJ","summary":"Salesforce.com found someone else to share the top job. It still won’t be an easy one.\nThe cloud sof","content":"<p>Salesforce.com found someone else to share the top job. It still won’t be an easy one.</p><p><blockquote>Salesforce.com 找到了其他人来分享最高职位。这仍然不会是一件容易的事。</blockquote></p><p> The cloud software pioneer’s fiscal third-quarter results late Tuesday included the news that Bret Taylor, who has been serving as the company’s president and chief operating officer since 2019, has been named co-CEO to work alongside longtime chief Marc Benioff. It is the company’s second attempt at the unusual leadership structure; the first lasted 18 months until co-CEO Keith Block left in February 2020.</p><p><blockquote>这家云软件先驱周二晚些时候公布的第三财季业绩中，有消息称自 2019 年以来一直担任公司总裁兼首席运营官的布雷特-泰勒（Bret Taylor）被任命为联席首席执行官，与长期担任首席执行官的马克-贝尼奥夫（Marc Benioff）共事。这是该公司第二次尝试这种不同寻常的领导结构；第一次持续了18个月，直到联席首席执行官基思·布洛克（Keith Block）于2020年2月离开。</blockquote></p><p> One might think Mr. Taylor was walking into a sweet gig. Salesforce shares have been on a tear of late, jumping 20% over the past six months and sharply outperforming cloud peers as the company’s strong financial performance helped investors shake off worries about the nearly $28 billion acquisition of Slack Technologies that was announced a year ago. But the company’s third-quarter results didn’t shine quite as brightly, with billings coming in slightly below Wall Street’s forecasts. Salesforce also projected revenue for the current quarter and the next one that was slightly below analysts’ projections. The company’s stock price slipped 6% following the results.</p><p><blockquote>人们可能会认为泰勒先生走进了一场甜蜜的演出。Salesforce 的股价最近一路飙升，在过去六个月中飙升了 20%，表现大幅优于云计算同行，因为该公司强劲的财务业绩帮助投资者摆脱了对一年前宣布的近 280 亿美元收购 Slack Technologies 的担忧。但该公司第三季度的业绩并不那么亮眼，比林斯的业绩略低于华尔街的预测。Salesforce 还预测本季度和下一季度的收入略低于分析师的预测。业绩公布后，该公司股价下跌了 6%。</blockquote></p><p> The reaction is a sign that investors are still adjusting to the new Salesforce. The company’s long focus on rapid growth has created an enterprise software giant now generating nearly $25 billion in annual revenue—a doubling in size in just three years. But investors seemed to tire of the growth-at-any-cost approach, as the company’s string of major acquisitions often put the stock into a funk. A sharper focus on improving profitability has thus resonated. Salesforce shares had jumped 10% since the company told analysts in September that adjusted operating margins would hit a record 20% in its fiscal year ending January of 2023.</p><p><blockquote>这种反应表明投资者仍在适应新的 Salesforce。该公司长期以来专注于快速增长，造就了一家企业软件巨头，目前年收入接近 250 亿美元，规模在短短三年内翻了一番。但投资者似乎已经厌倦了不惜一切代价增长的方式，因为该公司的一系列重大收购经常让股价陷入恐慌。因此，对提高盈利能力的更加关注引起了共鸣。自该公司 9 月份告诉分析师，截至 2023 年 1 月的财年调整后营业利润率将达到创纪录的 20% 以来，Salesforce 股价已上涨 10%。</blockquote></p><p> The company stuck by that goal on Tuesday, despite the slightly weaker revenue picture for the near term. Changes brought about by the pandemic have allowed Salesforce to boost its efficiency; less corporate travel plus the near disappearance of massive in-person events like the company’s annual Dreamforce conference have helped sales and marketing expenses decline to 44% of revenue for the past nine months compared with the company’s average of 46% over the previous three fiscal years. And management is clearly expecting those changes to stick. Mr. Taylor told analysts Tuesday that “we all know we’re not going to be in the office five days a week.”</p><p><blockquote>尽管近期收入略有疲软，但该公司周二仍坚持这一目标。疫情带来的变化让Salesforce提高了效率；公司差旅减少，再加上公司年度 Dreamforce 大会等大型面对面活动几乎消失，导致过去九个月的销售和营销费用占收入的比例下降到 44%，而公司前三个财年的平均比例为 46%。管理层显然希望这些变化能够持续下去。泰勒先生周二对分析师说：“我们都知道，我们不可能一周有五天都在办公室。”</blockquote></p><p> But Salesforce still has to close a lot of sales if it wants to reach its goal of surpassing $30 billion in annual revenue in the next fiscal year. The jury remains out on whether the company can keep up that pace without resorting to bigger and more expensive acquisitions. The new, more-profitable Salesforce seems to be a hit with investors. A slower-growing one probably won’t be.</p><p><blockquote>但如果 Salesforce 想在下一财年实现年收入超过 300 亿美元的目标，它仍然需要完成大量销售。该公司能否在不采取更大、更昂贵的收购的情况下跟上这一步伐，目前还没有定论。新的、更有利可图的 Salesforce 似乎受到了投资者的欢迎。增长较慢的可能不会。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Salesforce Needs to Keep Having It Both Ways<blockquote>Salesforce 需要保持这两种方式</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSalesforce Needs to Keep Having It Both Ways<blockquote>Salesforce 需要保持这两种方式</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">WSJ</strong><span class=\"h-time small\">2021-12-02 14:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Salesforce.com found someone else to share the top job. It still won’t be an easy one.</p><p><blockquote>Salesforce.com 找到了其他人来分享最高职位。这仍然不会是一件容易的事。</blockquote></p><p> The cloud software pioneer’s fiscal third-quarter results late Tuesday included the news that Bret Taylor, who has been serving as the company’s president and chief operating officer since 2019, has been named co-CEO to work alongside longtime chief Marc Benioff. It is the company’s second attempt at the unusual leadership structure; the first lasted 18 months until co-CEO Keith Block left in February 2020.</p><p><blockquote>这家云软件先驱周二晚些时候公布的第三财季业绩中，有消息称自 2019 年以来一直担任公司总裁兼首席运营官的布雷特-泰勒（Bret Taylor）被任命为联席首席执行官，与长期担任首席执行官的马克-贝尼奥夫（Marc Benioff）共事。这是该公司第二次尝试这种不同寻常的领导结构；第一次持续了18个月，直到联席首席执行官基思·布洛克（Keith Block）于2020年2月离开。</blockquote></p><p> One might think Mr. Taylor was walking into a sweet gig. Salesforce shares have been on a tear of late, jumping 20% over the past six months and sharply outperforming cloud peers as the company’s strong financial performance helped investors shake off worries about the nearly $28 billion acquisition of Slack Technologies that was announced a year ago. But the company’s third-quarter results didn’t shine quite as brightly, with billings coming in slightly below Wall Street’s forecasts. Salesforce also projected revenue for the current quarter and the next one that was slightly below analysts’ projections. The company’s stock price slipped 6% following the results.</p><p><blockquote>人们可能会认为泰勒先生走进了一场甜蜜的演出。Salesforce 的股价最近一路飙升，在过去六个月中飙升了 20%，表现大幅优于云计算同行，因为该公司强劲的财务业绩帮助投资者摆脱了对一年前宣布的近 280 亿美元收购 Slack Technologies 的担忧。但该公司第三季度的业绩并不那么亮眼，比林斯的业绩略低于华尔街的预测。Salesforce 还预测本季度和下一季度的收入略低于分析师的预测。业绩公布后，该公司股价下跌了 6%。</blockquote></p><p> The reaction is a sign that investors are still adjusting to the new Salesforce. The company’s long focus on rapid growth has created an enterprise software giant now generating nearly $25 billion in annual revenue—a doubling in size in just three years. But investors seemed to tire of the growth-at-any-cost approach, as the company’s string of major acquisitions often put the stock into a funk. A sharper focus on improving profitability has thus resonated. Salesforce shares had jumped 10% since the company told analysts in September that adjusted operating margins would hit a record 20% in its fiscal year ending January of 2023.</p><p><blockquote>这种反应表明投资者仍在适应新的 Salesforce。该公司长期以来专注于快速增长，造就了一家企业软件巨头，目前年收入接近 250 亿美元，规模在短短三年内翻了一番。但投资者似乎已经厌倦了不惜一切代价增长的方式，因为该公司的一系列重大收购经常让股价陷入恐慌。因此，对提高盈利能力的更加关注引起了共鸣。自该公司 9 月份告诉分析师，截至 2023 年 1 月的财年调整后营业利润率将达到创纪录的 20% 以来，Salesforce 股价已上涨 10%。</blockquote></p><p> The company stuck by that goal on Tuesday, despite the slightly weaker revenue picture for the near term. Changes brought about by the pandemic have allowed Salesforce to boost its efficiency; less corporate travel plus the near disappearance of massive in-person events like the company’s annual Dreamforce conference have helped sales and marketing expenses decline to 44% of revenue for the past nine months compared with the company’s average of 46% over the previous three fiscal years. And management is clearly expecting those changes to stick. Mr. Taylor told analysts Tuesday that “we all know we’re not going to be in the office five days a week.”</p><p><blockquote>尽管近期收入略有疲软，但该公司周二仍坚持这一目标。疫情带来的变化让Salesforce提高了效率；公司差旅减少，再加上公司年度 Dreamforce 大会等大型面对面活动几乎消失，导致过去九个月的销售和营销费用占收入的比例下降到 44%，而公司前三个财年的平均比例为 46%。管理层显然希望这些变化能够持续下去。泰勒先生周二对分析师说：“我们都知道，我们不可能一周有五天都在办公室。”</blockquote></p><p> But Salesforce still has to close a lot of sales if it wants to reach its goal of surpassing $30 billion in annual revenue in the next fiscal year. The jury remains out on whether the company can keep up that pace without resorting to bigger and more expensive acquisitions. The new, more-profitable Salesforce seems to be a hit with investors. A slower-growing one probably won’t be.</p><p><blockquote>但如果 Salesforce 想在下一财年实现年收入超过 300 亿美元的目标，它仍然需要完成大量销售。该公司能否在不采取更大、更昂贵的收购的情况下跟上这一步伐，目前还没有定论。新的、更有利可图的 Salesforce 似乎受到了投资者的欢迎。增长较慢的可能不会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.wsj.com/articles/salesforce-needs-to-keep-having-it-both-ways-11638363601?mod=business_major_pos12\">WSJ</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时"},"source_url":"https://www.wsj.com/articles/salesforce-needs-to-keep-having-it-both-ways-11638363601?mod=business_major_pos12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107388817","content_text":"Salesforce.com found someone else to share the top job. It still won’t be an easy one.\nThe cloud software pioneer’s fiscal third-quarter results late Tuesday included the news that Bret Taylor, who has been serving as the company’s president and chief operating officer since 2019, has been named co-CEO to work alongside longtime chief Marc Benioff. It is the company’s second attempt at the unusual leadership structure; the first lasted 18 months until co-CEO Keith Block left in February 2020.\nOne might think Mr. Taylor was walking into a sweet gig. Salesforce shares have been on a tear of late, jumping 20% over the past six months and sharply outperforming cloud peers as the company’s strong financial performance helped investors shake off worries about the nearly $28 billion acquisition of Slack Technologies that was announced a year ago. But the company’s third-quarter results didn’t shine quite as brightly, with billings coming in slightly below Wall Street’s forecasts. Salesforce also projected revenue for the current quarter and the next one that was slightly below analysts’ projections. The company’s stock price slipped 6% following the results.\nThe reaction is a sign that investors are still adjusting to the new Salesforce. The company’s long focus on rapid growth has created an enterprise software giant now generating nearly $25 billion in annual revenue—a doubling in size in just three years. But investors seemed to tire of the growth-at-any-cost approach, as the company’s string of major acquisitions often put the stock into a funk. A sharper focus on improving profitability has thus resonated. Salesforce shares had jumped 10% since the company told analysts in September that adjusted operating margins would hit a record 20% in its fiscal year ending January of 2023.\nThe company stuck by that goal on Tuesday, despite the slightly weaker revenue picture for the near term. Changes brought about by the pandemic have allowed Salesforce to boost its efficiency; less corporate travel plus the near disappearance of massive in-person events like the company’s annual Dreamforce conference have helped sales and marketing expenses decline to 44% of revenue for the past nine months compared with the company’s average of 46% over the previous three fiscal years. And management is clearly expecting those changes to stick. Mr. Taylor told analysts Tuesday that “we all know we’re not going to be in the office five days a week.”\nBut Salesforce still has to close a lot of sales if it wants to reach its goal of surpassing $30 billion in annual revenue in the next fiscal year. The jury remains out on whether the company can keep up that pace without resorting to bigger and more expensive acquisitions. The new, more-profitable Salesforce seems to be a hit with investors. A slower-growing one probably won’t be.","news_type":1,"symbols_score_info":{"CRM":0.9}},"isVote":1,"tweetType":1,"viewCount":1145,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/603586274"}