Anurag Rana

I think the thing that sticks out most is capital expenditure is not going to go up.

I think people are worried about a lot of these cloud providers adding to CapEx.

So that's a good thing.

Revenue is slightly higher.

CapEx is remaining flat.

The backlog is growing.

So I think this is a good print from multiple facets.

There are a handful of their products that they have that they sell into the enterprise, whether it's customer service cloud or sales automation cloud.

Those are the ones I think they have a little bit better position of not being disrupted, but they have other visualization tools or some other smaller products that may not be the ones, but anybody would pay for it.

So I think there is a lot that needs to be done from Salesforce in terms of adding more AI capabilities to its core product and not change the narrative around

There are a handful of their products that they have that they sell into the enterprise, whether it's customer service cloud or sales automation cloud.

Those are the ones I think they have a little bit better position of not being disrupted, but they have other visualization tools or some other smaller products that may not be the ones, but anybody would pay for it.

So I think there is a lot that needs to be done from Salesforce in terms of adding more AI capabilities to its core product and not change the narrative around

There are a handful of their products that they have that they sell into the enterprise, whether it's customer service cloud or sales automation cloud.

Those are the ones I think they have a little bit better position of not being disrupted, but they have other visualization tools or some other smaller products that may not be the ones, but anybody would pay for it.

So I think there is a lot that needs to be done from Salesforce in terms of adding more AI capabilities to its core product and not change the narrative around

there are a handful of their products that they have that they sell into the enterprise, whether it's customer service cloud or sales automation cloud.

Those are the ones I think they have a little bit better position of not being disrupted, but they have other visualization tools or some other smaller products that may not be the ones, but anybody would pay for it.

So I think there is a lot that needs to be done from Salesforce in terms of adding more AI capabilities to its core product and not change the narrative around

So there are two things that are happening right now.