GabyW
2021-12-02
Wow
Salesforce Needs to Keep Having It Both Ways<blockquote>Salesforce需要保持两者兼得</blockquote>
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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找到了其他人来分担最高职位。这仍然不是一件容易的事。</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间公布的第三财季业绩包括自2019年以来一直担任该公司总裁兼首席运营官的布雷特·泰勒(Bret Taylor)被任命为联合首席执行官，与长期担任首席执行官的马克·贝尼奥夫(Marc Benioff)一起工作的消息。这是该公司对不同寻常的领导结构的第二次尝试；第一次持续了18个月，直到联合首席执行官基思·布洛克(Keith Block)于2020年2月离职。</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>有人可能会认为泰勒先生走进了一个甜蜜的工作。Salesforce股价最近大幅上涨，过去六个月上涨了20%，表现大幅优于云同行，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没有那么亮眼，营收略低于华尔街的预期。Salesforce还预计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。该公司长期以来对快速增长的关注造就了一家企业软件巨头，目前年收入近250亿美元，规模在短短三年内翻了一番。但是投资者似乎厌倦了不惜一切代价的增长方式，因为公司一连串的重大收购常常让股票一团糟。因此，对提高盈利能力的更大关注引起共鸣。自Salesforce 9月份告诉分析师调整后营业利润率将在截至2023年1月的财年达到创纪录的20%以来，该公司股价已上涨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；商务旅行的减少，加上公司年度Dreamforce会议等大型现场活动的几乎消失，帮助过去9个月的销售和营销费用占收入的比例下降至44%，而该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。泰勒先生周二告诉分析师，“我们都知道我们不会一周五天都在办公室。”</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Salesforce若想在下一财年实现年收入超过300亿美元的目标，仍需完成大量销售。该公司能否在不诉诸更大、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、利润更高的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需要保持两者兼得</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需要保持两者兼得</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找到了其他人来分担最高职位。这仍然不是一件容易的事。</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间公布的第三财季业绩包括自2019年以来一直担任该公司总裁兼首席运营官的布雷特·泰勒(Bret Taylor)被任命为联合首席执行官，与长期担任首席执行官的马克·贝尼奥夫(Marc Benioff)一起工作的消息。这是该公司对不同寻常的领导结构的第二次尝试；第一次持续了18个月，直到联合首席执行官基思·布洛克(Keith Block)于2020年2月离职。</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>有人可能会认为泰勒先生走进了一个甜蜜的工作。Salesforce股价最近大幅上涨，过去六个月上涨了20%，表现大幅优于云同行，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没有那么亮眼，营收略低于华尔街的预期。Salesforce还预计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。该公司长期以来对快速增长的关注造就了一家企业软件巨头，目前年收入近250亿美元，规模在短短三年内翻了一番。但是投资者似乎厌倦了不惜一切代价的增长方式，因为公司一连串的重大收购常常让股票一团糟。因此，对提高盈利能力的更大关注引起共鸣。自Salesforce 9月份告诉分析师调整后营业利润率将在截至2023年1月的财年达到创纪录的20%以来，该公司股价已上涨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；商务旅行的减少，加上公司年度Dreamforce会议等大型现场活动的几乎消失，帮助过去9个月的销售和营销费用占收入的比例下降至44%，而该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。泰勒先生周二告诉分析师，“我们都知道我们不会一周五天都在办公室。”</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Salesforce若想在下一财年实现年收入超过300亿美元的目标，仍需完成大量销售。该公司能否在不诉诸更大、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、利润更高的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. 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