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Raimo Lenschow - 1 Pat Walravens - 1 Walravens - 1 Bernstein - 1 Mark Moerdler - 1 tailwinds - 1 Goldman Sachs - 1 Amy Hood - 1
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Search resuls for: "Walravens"


6 mentions found


☆ Oracle gave a glimpse of the power AI has on its business. Where investors should look next
  + stars: | 2024-09-15 | by ( Paulina Likos | ) www.cnbc.com   time to read: +10 min
For the past three years, software stocks have suffered as revenue growth softened, and investors remain skeptical about when it will return. For Oracle, that's its cloud infrastructure — a service that has improved Oracle's fundamental growth story, Walravens argued. This strategic move positioned Oracle as a key player in AI, fueling growth in its infrastructure as a services (IaaS) business. Oracle Cloud Infrastructure is central to this growth, offering a suite of services for AI-driven workloads. SAP YTD mountain SAP stock performance year-to-date.
Persons: Raimo Lenschow, Pat Walravens, Walravens, Bernstein, Mark Moerdler, tailwinds, Goldman Sachs, Amy Hood, it's, Keith Bachman, Bachman Organizations: Oracle, Nvidia, Barclays, Investors, Software, Services, Microsoft, SAP, Citizens, CNBC, Google, Oracle Cloud Infrastructure, Microsoft Microsoft, AI Services, Wall, BMO
☆ Salesforce's plunge doesn't deter bull case for stock, says Citizens JMP's Patrick Walravens
  + stars: | 2024-05-30 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSalesforce's plunge doesn't deter bull case for stock, says Citizens JMP's Patrick WalravensPatrick Walravens, director of technology research at Citizens JMP, joins "The Exchange" to break down Saleforce's stock slump.
Persons: JMP's Patrick Walravens Patrick Walravens Organizations: Citizens
☆ JMP Securities' Patrick Walravens weighs in on Zoom earnings
  + stars: | 2023-02-27 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJMP Securities' Patrick Walravens weighs in on Zoom earningsPatrick Walravens, JMP Securities, joins 'Closing Bell: Overtime' to discuss Zoom earnings as shares rise on its revenue beat.
☆ Actor Matthew McConaughey and musician Will.i.am are often involved in company strategy discussions at Salesforce, report says
  + stars: | 2023-01-25 | by ( Sawdah Bhaimiya | Jyoti Mann | ) www.businessinsider.com   time to read: +3 min
Matthew McConaughey and Will.i.am have taken part in corporate strategy discussions at Salesforce, the FT reported. The FT reported, citing a source familiar with the matter, that actor McConaughey and musician and producer Will.i.am are often included in business conversations. McConaughey, meanwhile, has been heavily involved in Salesforce's advertising in recent years, including appearing in its 2022 Super Bowl commercial. According to a different source cited by the FT, McConaughey and Will.i.am are only involved in informal conversations in the business, not meetings around corporate strategy. Salesforce did not immediately respond to a request for comment from Insider about Will.i.am and McConaughey's apparent involvement in corporate discussions.
☆ Salesforce is now facing the very real threat of activist shareholders overthrowing its board and forcing the sale of mega-acquisitions like Slack and Tableau
  + stars: | 2023-01-24 | by ( Paayal Zaveri | ) www.businessinsider.com   time to read: +6 min
Salesforce is now being targeted by a second activist investor: Elliott Management. Activist investors could overhaul Salesforce's board and force it to divest acquisitions like Slack. The cloud software giant is now being targeted by activist firm Elliott Management, which has taken a big stake in the company. Walravens says that the activist firms could encourage Salesforce to rethink its office strategy. The company has invested a lot in a global real estate footprint including its Salesforce Tower headquarters in San Francisco.
☆ Another day, another recent IPO exits the public market. How to pick who might be next
  + stars: | 2022-10-27 | by ( Christina Cheddar Berk | ) www.cnbc.com   time to read: +3 min
The company, which is known for its customer experience tools, went public last November at $14 a share. Its stock stumbled on its opening day and shares never traded above $15.98, a high reached Nov. 17, 2021. With this deal, UserTesting becomes the latest recent IPO to go private. A number of tech companies were on the list as well, including Braze , a company that went public the same day as UserTesting. The UserTesting deal has been approved by the board, but is subject to a "go-shop" period that ends on Dec. 10.
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