Wall Street mistakenly overlooking Salesforce's solid quarter by focusing too much on co-CEO exit

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Wall Street mistakenly overlooking Salesforce's solid quarter by focusing too much on co-CEO exit
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Salesforce issued quarterly results that we think the market would have liked in a vacuum.

Sure, cRPO was a little light and the fiscal fourth quarter revenue guide midpoint missed by a hair . However, what the market wants to see most right now from tech companies is the pivot from growth to profitability. Salesforce delivered that with non-GAAP operating margins expanding to a new record. Overshadowing the results is the news that Taylor is stepping down.

07 billion Revenue attrition remained below 7.5%, a sign that customers cannot operate without Salesforce's mission-critical service despite the difficult operating environment. Other Notes As mentioned above, Taylor announced Wednesday evening he will step down on Jan. 31, 2023 as co-CEO, a role he was promoted to exactly one year ago. That leaves co-founder Benioff as sole CEO. Benioff told Jim Cramer that Taylor's exit is a "gut punch.

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