Research Report Date: 2017-10-19
Global cloud services leading enterprises. As of August 31, 2017, Salesforce reached $ 68.2 billion in market capitalization and became the largest cloud services company in the world. It was also the first software company with a revenue of nearly $ 10 billion in revenue and the fastest-ever revenue of 5 billion in history. The company is undisputed leader in CRM.
Pricing of products by ladder: The company's products are priced in four versions, from $ 25 per user per month to $ 300 per user per month, and their functionality increases as the charge increases. The current main products are Sales Automation, Service, Platform and Marketing Automation. In the future, the company will expand into new areas including CommerceCloud, Community Cloud, IoTCloud, Analytics Cloud and Salesforce Quip.
Focus on the field of CRM mergers and acquisitions to achieve business synergies. Since 2011, the company has accelerated the pace of outsourcing M & A. In 2016, in particular, the company acquired seven companies. The amount invested in 2012-2016 is as high as 8.2 billion U.S. dollars. The company's acquisitions focus on the CRM area, based on its own product line acquisition of sales, service, marketing and other fields of business. In recent years, the company has stepped up its acquisition of artificial intelligence and machine learning.
The future direction of development aimed at artificial intelligence. Salesforce Einstein is CRM's first comprehensive AI product. Einstein on Sales Cloud, Service Cloud, Marketing Cloud, Salesforce Platform, Analytics Cloud and Community Cloud with a full suite of AI technologies. With Salesforce's AI product Einstein. Sales staff can anticipate and understand customer needs to anticipate potential business opportunities and exceed customer expectations; service personnel can avoid proactive services before potential issues arise; marketers can conduct predictive activities to further personalize customer sales; and IT People can integrate intelligence into every corner and create smarter applications for employees and customers.
Investment advice: Salesforce as a leading cloud services company, still maintain a rapid growth of 25%, the global cloud trend of the software industry obvious, and global investors also gave a positive response. As of this week, the Nasdaq index rose 16.39% this year, the Dow Jones industrial average rose 10.38%, Salesforce rose 37.45% this year, Autodesk rose 55.34%, Adobe rose 47.11%, not only far outperformed the index, and also outperformed this year at The outstanding performance of the market FAAMG, the entire SaaS plate in the United States have been paid full attention. Focus on Guanglida, UF network, Shiji information, Henghua technology, hypergraph software.
Risk Warning: less than expected industry development, industry competition intensified [Essence Securities]
[Click to see the original PDF] Today's latest research report
Reject the horse after the gun
Bargaining five points: 1, do not hit the hands of the funds all at once, buy in batches. 2, do not buy many stocks, up to three feet also, focus on ammunition to do strong stocks. 3, to buy the stock to have the front, but now there is no follow the market record low stocks, can not simply more or more buy. 4, the small cap stocks preferred, semi-annual report pre-growth performance and non-commitment to lock two years, all kinds of topics stocks can focus. 5, in the broader market upward trend has not yet formed, the stock bought as much as possible to buy high sell low suction operation to reduce the cost of positions, friends want to make money click on the attention, daily limit stocks waiting for you