We tend to get smitten by bubbles and other kind of negativity. You all know (if you read my work) that I am not a fan of the misuse of the word AI, I consider all AI to be fake AI, but the real deal is that DML (Deeper Machine Language) optionally with LLM (Large Language Model) acted is a tool. A very powerful tool. As such I saw two parts of media which threw me. You see in 2027/2028 people will do (optionally) some real thinking and they will consider that tools like Salesforce will have the upper hand. I have been a Technical Support person for the longest time and I see the benefit in DML/LLM. So up to 2027 we sill see a shifting. Fake salespeople who thought they could sell some AI idea will find out the negativity they have a part of and at that point players like Salesforce will clean house. Some guy names Sherlock Holmes said that IBM Watson will be the remaining winner, but I think he is biased there. But in all honesty both are strong competitors. So where am I coming from? Both solutions are the peak of Business Intelligence. They all have their niche side and as such they will get their own following.
So in Market Research (going back to the 90s) they had a simple way of getting results, they merely did:
CROSSTABS
/TABLES=all BY all BY all
/CELLS=COUNT ROW COLUMN TOTAL
/STATISTICS=all.
And the results came in hundreds of pages of results (destroying a tree a day for paper). But here and now we have another solution. You see, DML could sift through the garbage in mere seconds and sift out the meaningful results. As such both Salesforce and Watson could see the light and a shallow stack of results could be the setting. And to be honest there is no win in seeing the table of length by shoe size, even if you ask for the kappa statistics. This is where we separate the bitches (read: fake salespeople) from the actual sales titans. It will soon enough no longer be about the pipeline, but a setting of handholding the corporations that were drawn in by a sales loser with a pretty presentation and all over their presentation mention off AI in their presentations.
These people will require proper handholding and optional free education in way of product driven education and showing them what matters.
So why all this?
Well two articles passed me by, the first was from Kavout stating ‘Has Salesforce (CRM) Stock Bottomed Out After Its Recent Sell-Off’ (at https://www.kavout.com/market-lens/has-salesforce-crm-stock-bottomed-out-after-its-recent-sell-off). The article was three months old, but the setting was already a setting for consideration almost 6 months ago. I merely saw it last night. We see here “Salesforce (CRM) shares have certainly been on a rollercoaster ride, experiencing a notable 25% decline since the start of 2026, even as the broader software application sector saw a 15% dip. This downturn comes despite the company reporting a strong fourth quarter for fiscal year 2026, beating both revenue and earnings per share (EPS) estimates. The market’s reaction highlights a deeper anxiety, primarily centered around the disruptive potential of artificial intelligence (AI) and its implications for established enterprise software giants like Salesforce.” And I object, they might get swept in the AI frenzy, but Deeper Machine Learning is a powerful tool and it could make short work of Business Intelligence settings. So even as I am not too much pro AI, there is nothing against BI and DML (optionally with LLM).
So then we are given “Salesforce’s recent announcement of a massive $50 billion share repurchase program, with half of it, $25 billion, to be funded by new debt, has certainly raised eyebrows across Wall Street. This aggressive move, which represents nearly 14% of the company’s current $183.07 billion market capitalization, is a clear signal from management that they believe the stock is significantly undervalued following its recent sell-off. CEO Marc Benioff explicitly stated, “We are so confident in the future of Salesforce,” justifying the decision to “aggressively repurchasing shares.” The strategy is not without its critics. Taking on $25 billion in senior notes to finance buybacks is a “material shift in financial policy,” according to Moody’s Ratings, which consequently downgraded Salesforce by one level to A2. S&P Global Ratings also shifted its outlook to “negative” from “stable,” citing concerns about increased leverage. While management, including CFO Robin Washington, views the company as “underleveraged,” the increased debt burden means future borrowing will likely come at a higher cost, and the company’s leverage could potentially double within the next two years.”
This makes perfect sense to me. You see we see shareholders (who are jittery like anything you have ever seen) and taking the wind out of those sails will benefit Salesforce. Consider that they have $41.52 billion, so if they buy back the $25 billion shares. They will still cop that cost, but now it optionally be $57 billion to the Board of Directors and 250 share holders instead of the Board of Directors and 4500 share holders. As such they will reclaim a whole lot of revenue. As such it makes sense (my view on the amount of shareholders is purely speculative) but that move makes sense to me. What drove me was the second article. As such Business dot com gave us (at https://www.business.com/reviews/salesforce-email-marketing/) you see, salesforce still gets a 9 out of 10, but the cons are out there.
- Pricing can add up quickly as you add messaging credits, AI capabilities and other Salesforce marketing products.
- The platform takes time to implement and is better suited to organizations with the resources to manage a sophisticated marketing ecosystem.
- Many advanced marketing capabilities require separate products or add-ons, making it difficult to estimate your total investment upfront.
And here I have a few questions. The first point is merely a point when it is used buy some sales user not knowing what he/she is doing, optionally the larger stage is whatever firm it is using. If they have a firm grip on what is required and now some loser attitude to whatever more they can get and they ask the system, all whilst it is dependent on the data they already have, they are lost in the shrubberies, all whilst a statistician and a one seat of IBM Statistics could optionally hand them that setting (me being hopeful they were that clever). The entire ‘platform takes time to implement’ is a bust. They either had their ducks in a row or they did not. And last their setting of ‘marketing capabilities require separate products or add-ons, making it difficult to estimate your total investment’ is a bust because it implies that their marketing setting are as useless as their sales division and their own board of directors might be clueless to begin with. Knowing where yup are, where your data is at and is heading to is staff setting, not software setting. The software merely makes it more complete and easier to manage. It seems like some people forgot that. They merely hired some sales dodo who never read the RTFM clause in software (aka Read The Freaking Manual). As such I see there is a lasting setting that a firm hire the proper knowledge, not have some job agency scan the over a 100 ChatGPT generated resume’s and hire the best knowledge presented. Not the actual person and as that goes wrong several times that firm is out of options and they are now seeking the software solution that hands them options and that comes at a price.
As such I reckon that Salesforce (IBM Watson too) will make a killing starting in 2027 (optionally from November 2026) because I reckon that at that point the AI class action cases will hit nearly all media and the AI wannabe will be seeking hiding places (or claim ignorance)
That is my optionally wrong view, but that is how I see it. I reckon that IBM having Miner and Statistics in their arsenal have more to be proud of, but Salesforce established themself early enough and they have a decent following, so I see both as optional winners.
Just my $0.0324 (2 cents corrected for devaluation). You all have a great day now.
Lawrence van Rijn - Law Lord to be 