Salesforce – FY26Q3 results
Financial Highlights for Salesforce Q3 FY26: Income Statement Analysis (Quarter Ended Oct 31, 2025) Revenue Segment (in Millions) Subscription and support: 9,236 (93.4% of total revenue, YoY +11%) Professional services and other: 654 (6.6% of total revenue, YoY +13%) Total revenues: 9,890 (100.0%, YoY +11%) Operating Expenses (% of Total Revenue) Cost of revenues: 2,476 […]
Salesforce – History and Competitions
Stage 1: The SaaS Disruptor (1999-2004) The focus during this period was challenging the traditional software model. Core Product: Sales Cloud (Initial CRM). Core Strategy: “No Software” Movement. Revolutionizing the industry by offering software as a service (SaaS) through a web browser, eliminating the need for expensive hardware and complex installations. Revenue Level: Rapid early-stage […]