00:00 Speaker A
salesperson. Now, we’re down about 40% in the last 12 months. Marc Benioff, Alex, what he needs to say and what he needs to do to convince investors that, you know, his stock is a smart opportunity.
00:15 Alex
Accelerate growth and improve profitability. Uh, I think similar to ServiceNow, Salesforce has embarked on some large acquisitions over the last 12 months, uh, that they’ve done, you know, were considered a little bit surprising to the market at the time. I think they’ve gone through a complete strategic transformation around Agent Force, this agent AI platform that, you know, they believe is the future of applications and we agree with that.
00:39 Alex
So we thought about some specific examples where customers have adopted, not just adopted, but are actively using the technology and paying for it and it’s additive and can contribute to the growth rate. If they can show that again, we’ve turned the corner on growth and we’re back on a path where we’re growing close to double digits over the next year or two, and not just in words, but with concrete evidence in terms of bookings growth in that business. Well, I think that’s what investors want to see because there are a lot of private companies that are directly in this space that are making some serious points on the board that, honestly, are scary to institutional investors from a competitive standpoint.
