Skip to content
Sign in Subscribe
Some content is members-only. Sign in to access.

Capital Allocation & M&A

Coverage of buybacks, dividends, balance sheet strategy, and acquisition activity including past deals like Slack, Tableau, and MuleSoft.

The Hidden Financial Metrics Reshaping Salesforce's Valuation

By KAPUALabs
/
The Hidden Financial Metrics Reshaping Salesforce's Valuation

Salesforce: Disconnect Between Strong Earnings and Historic Selloff

By KAPUALabs
/
Salesforce: Disconnect Between Strong Earnings and Historic Selloff

Salesforce: Bull Case for AI Growth vs. Bear Case for Debt and Execution

By KAPUALabs
/
Salesforce: Bull Case for AI Growth vs. Bear Case for Debt and Execution

Salesforce Q1 FY2027: AI Drives Record EPS, Guidance Signals Caution

By KAPUALabs
/
Salesforce Q1 FY2027: AI Drives Record EPS, Guidance Signals Caution

Salesforce and the New Metrics of SaaS Resilience

By KAPUALabs
/
Salesforce and the New Metrics of SaaS Resilience

Salesforce Proves Profitable Growth Is Possible at Scale

By KAPUALabs
/
Salesforce Proves Profitable Growth Is Possible at Scale

Salesforce: Value Trap or Deep Value Opportunity?

By KAPUALabs
/
Salesforce: Value Trap or Deep Value Opportunity?

The Great SaaS Sell-Off: When Even Beats Get Punished

By KAPUALabs
/
The Great SaaS Sell-Off: When Even Beats Get Punished

Salesforce: Value Opportunity or Value Trap?

By KAPUALabs
/
Salesforce: Value Opportunity or Value Trap?

Can Salesforce Sustain Its AI Premium with Cash Flow Growth Halved?

By KAPUALabs
/
Can Salesforce Sustain Its AI Premium with Cash Flow Growth Halved?

Tech Valuations: AI Concentration and Salesforce's Crossroads

By KAPUALabs
/
Tech Valuations: AI Concentration and Salesforce's Crossroads

AI Infrastructure vs. Software: The Market’s New Divide

By KAPUALabs
/
AI Infrastructure vs. Software: The Market’s New Divide