$CRM
7 long-form articles and 13 pre-market mentions covering $CRM from AskMelon Research.
Workday's Subscription Growth Has Slipped to 14% While the Machines It Sells Eat Its Own Seats
Workday is the back-office operating system for much of the Fortune 500 — the place payroll runs, the place the general ledger closes, the place a corporation's people and money are recorded — and for…
SAP's 27% Cloud Headline Hides 6% Reported Growth and a 13-Point Currency Crutch
SAP sells itself to investors as a German hyperscaler in waiting — Business AI, the Joule copilot, a cloud backlog vaulting 25% and a Cloud ERP Suite compounding at 30%. Strip the constant-currency la…
SoundHound AI trades at 16 times sales on $44M a quarter and a widening GAAP loss
SoundHound AI booked record first-quarter revenue of $44.2 million on May 7, 2026 — a number that fits comfortably inside a mid-sized regional restaurant chain's quarterly sales — yet the market hands…
Twilio rallies 30% on an AI story, but four points of its 20% growth are pass-through and acquisitions
Twilio's first quarter of 2026 was, by the company's own scorecard, its best in three years: $1.41 billion in revenue, up 20% reported, the fastest headline growth since 2022, and a stock that leapt r…
ServiceNow's AI Is Under a Tenth of the Business and the Whole of the Story
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Salesforce Is Selling the AI That Could Eat Its Own Per-Seat Business
For two decades, the entire software industry has run on a single, beautiful pricing model: you pay per seat — per human being who logs in and uses the software. Salesforce built a $40-billion-a-year …
Creative Destruction
It was one of the great software franchises ever built — the company that owns the verbs of digital creation, whose products became the words we use for the acts themselves: to photoshop, to edit, to …
Wednesday, July 22, 2026
Futures give back part of Tuesday's chip-led rebound — S&P 500 –0.31%, Nasdaq 100 –0.77% — as Brent crude builds toward a six-week high near $94 on an 11th consecutive night of US strikes on Iran and …
Thursday, July 2, 2026
Q3's second session opens on a knife-edge: chipmakers are clawing back Wednesday's brutal −5% flush, futures are modestly green, and the whole tape is coiled around one 8:30 AM print — June payrolls, …
Wednesday, July 1, 2026
Q3's first session opens with the market's most-crowded H1 trade — the memory/semiconductor super-cycle — in profit-taking mode, two consecutive soft US data prints, and a Fed Chair who refused to giv…
Wednesday, June 24, 2026
Micron reports at 4:30 PM — after Tuesday's −13.18% KOSPI-contagion wipeout, with 27/30 analysts at Buy and ±17% vol loaded — while Bank of America projected three 2026 Fed hikes (Deutsche Bank at two…
Tuesday, June 23, 2026
The global AI crowding trade faces its stiffest test of the year: KOSPI's 10% circuit-breaker collapse — Samsung and SK Hynix both down 12% simultaneously — signals that even the HBM thesis is subject…
Saturday, May 30, 2026
Your Saturday morning market coffee. The four-day week US and Iranian negotiators reached a tentative 60-day ceasefire extension and agreed to resume nuclear talks — sending WTI crude crashing to $87.…
Saturday, May 30, 2026
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Saturday, May 30, 2026
Note: The extraction prompt requests claims from a "## 9 Strategy Triggers" table, but no such section exists in this report. The Strategy Scorecard table contains a "Trigger" column with event descri…
Friday, May 29, 2026
Dell's $43.84 billion quarter — AI server revenue $16.1 billion (+757% YoY), EPS beating by 65%, FY2027 guide raised to $165–169B from $138–142B, backlog $51.3B — arrives with a 39–40% pre-market gap …
Thursday, May 28, 2026
Snowflake's +37% after-hours surge on a $6 billion AWS infrastructure pact — confirming 34% product revenue acceleration and 126% net revenue retention — arrived in the same pre-dawn window as fresh U…
Wednesday, May 27, 2026
Zscaler's -21.6% pre-market collapse on a FCF margin guide cut — not an EPS miss, not even a meaningful revenue miss — has rewritten tonight's grading rubric for Marvell and Salesforce: cash generatio…
Sunday, May 24, 2026
The week of May 18–22 ended with the S&P 500 posting its eighth consecutive winning week (7,408→7,473.47, +0.9%) after NVIDIA delivered the most comprehensive earnings beat of the AI era — $81.62B rev…
Saturday, May 23, 2026
Daily pre-market research, strategy signals, and trade ideas from AskMelon.