Jason Moser
👤 SpeakerAppearances Over Time
Podcast Appearances
That was up 330% from a year ago.
He pointed to the Williams-Sonoma example of their AI sous chef named Olive.
If you have any questions as to what is Salesforce, go to WilliamsSonoma.com and just check out their AI sous chef, Olive.
It's their chatbot.
It's just fun to play with if you're a kitchen and cooking nerd like me.
We were just on Delta over the holidays.
They just treated us very, very nicely.
I'm going to go with DocuSign, ticker is DOCU.
They reported earnings this week as well.
It's been a less than stellar year for the stock, but the business actually continues to perform quite respectably.
They pulled the old beat and raise.
They beat their internal benchmarks.
They raised guidance for the year.
They saw respectable revenue growth there.
Not lighting the world on fire, but to your point with Salesforce, it was 8% growth for the quarter, billing through 10%.
They continue to generate cash flow.
They continue to repurchase some shares.
The dollar net retention rate was 102%.
That was up from 100% from a year ago.
Importantly, that number of large customers that spend over $300,000 annually with the company, that clocked in at $1,165.