Core Viewpoint - Salesforce plans to acquire Informatica for $8 billion to enhance its customer relationship management platform with Informatica's cloud data management capabilities [1][2] Group 1: Acquisition Details - The acquisition has been approved by both companies' boards and is expected to close early in Salesforce's fiscal year 2027, pending customary closing conditions [1] - This deal marks Salesforce's largest acquisition since the $28 billion purchase of Slack in 2021 [5] Group 2: Strategic Benefits - Combining Informatica's cloud-native capabilities with Salesforce's platform will provide a comprehensive solution to the challenges of AI at scale [2] - The integration of Informatica's data catalog, integration, governance, quality, privacy, and metadata management services will enhance the quality of Salesforce's autonomous agents [3] - The merger will ensure auditability, compliance, and provide standardized, accurate, consistent, and secure data for AI agents [4] Group 3: Market Demand and Future Outlook - There is increasing demand for Salesforce's data cloud services as enterprises recognize the need to better organize their data to leverage generative and agentic AI [6] - Salesforce aims to make enterprise data ready for the agentic era, focusing on delivering world-class agentic experiences [6]

Core Insights - Salesforce (NYSE:CRM) is expected to announce earnings on May 28, 2025, with analysts predicting earnings of $2.55 per share and revenues of $9.75 billion, an increase from $2.44 per share and $9.13 billion in the same quarter last year [3] - The company's market capitalization stands at $262 billion, with a total revenue of $38 billion over the last twelve months, indicating strong operational profitability with operating profits of $7.7 billion and net income of $6.2 billion [3] Historical Performance - Over the past five years, Salesforce's stock has shown a 50% chance of a positive one-day return post-earnings, with a median increase of 7.4%, while the other 50% resulted in a median decrease of 5.5% [5] - The historical data indicates that the correlation between one-day (1D) and five-day (5D) returns can guide traders in positioning themselves effectively after earnings announcements [4][5] Trading Strategies - Event-driven traders can utilize historical probabilities to make informed decisions, either by taking positions before earnings announcements or by adjusting their positions based on immediate and medium-term returns after earnings are disclosed [2] - A less risky approach involves understanding the correlation between short-term and medium-term returns, allowing traders to execute relevant trades based on the highest correlation observed [4] Peer Performance - The performance of peers can influence Salesforce's stock reaction post-earnings, with historical data showing that peer stock returns can affect pricing even before earnings are announced [6]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Group 1 - Salesforce announced a deal to acquire Informatica for $25 per share in cash, leading to a 0.5% pre-market increase in Salesforce's stock and a 5.7% increase in Informatica's stock [1] - The acquisition aims to create a comprehensive data platform by combining Salesforce's Data Cloud, MuleSoft, and Tableau with Informatica's advanced data management capabilities, enhancing solutions for businesses [1] - The deal has been approved by both companies' boards and is expected to close at the beginning of Salesforce's fiscal year 2027, pending customary closing conditions [1] Group 2 - Salesforce expects the acquisition to positively impact adjusted earnings per share, adjusted operating margin, and free cash flow in the second year post-transaction [2] - Previous acquisition talks between Salesforce and Informatica in 2024 did not result in an agreement, and Informatica was privatized in 2015 before going public again in 2021 [2] - Bank of America reiterated a "buy" rating for Salesforce with a target price of $350, suggesting that the potential acquisition could support long-term growth and enhance revenue growth through the transition of data gravity to data cloud [2]

Paphos, Cyprus, May 27, 2025 (GLOBE NEWSWIRE) -- Eaziya, a leading service provider for brokerages, has announced the launch of its new CRM pricing plans, offering tailored options that align with the size and goals of every brokerage firm. With this update, brokers can now select a plan based on what they truly require, without paying for features that do not fit their business model. The move reflects Eaziya’s ongoing mission to simplify the brokerage launch process while ensuring scalability and customiz ...

Group 1 - Salesforce announced the acquisition of Informatica for $8 billion to enhance its capabilities in artificial intelligence [1][2] - The acquisition aims to integrate Informatica's data management services with Salesforce's Agentforce platform, focusing on creating autonomous and trustworthy AI agents [2] - The deal will be financed through a mix of cash from Salesforce's balance sheet and new debt [3]

Group 1 - The core viewpoint of the articles is that Salesforce (CRM.US) is in discussions to acquire Informatica (INFA.US), which could enhance long-term growth and revenue acceleration for Salesforce [1][2] - Bank of America maintains a "buy" rating for Salesforce with a target price of $350, highlighting the potential benefits of the acquisition [1] - Informatica specializes in data management software, focusing on master data management, data integration, and data governance, supported by its AI engine, CLAIRE [1] Group 2 - The strategic advantages of the potential acquisition include accelerating data loading into Salesforce's data cloud, which is foundational for its AI product, Agentforce [2] - Informatica's customer base includes over 80% of Fortune 500 companies, aligning well with Salesforce's enterprise-focused business [2] - Informatica's revenue growth rate is currently lagging behind Salesforce's, with respective growth rates of 4% and 11%, but its transition to cloud services may enhance growth in the future [3] Group 3 - Informatica's annual recurring revenue (ARR) growth is projected to improve as it shifts to cloud services, with cloud growth expected at 30% and ARR growth rates forecasted at 58% for FY2025 and 48% for FY2024 [3] - Informatica's free cash flow (uFCF) margin is 35%, which would not dilute Salesforce's margin of 34% [3] - The enterprise value (EV) of Informatica is $7.5 billion, representing 53% of Salesforce's total cash balance and 3% of Salesforce's total EV, making it a manageable acquisition for Salesforce [3]

Salesforce, Inc. (CRM) is set to release its first-quarter fiscal 2026 earnings on May 28, and expectations are high. The company continues to benefit from the growing trend of digital transformation, as more businesses move to the cloud and look for ways to integrate artificial intelligence (AI) into their operations.Even though the broader economy is facing headwinds, Salesforce is expected to deliver decent revenue and profit growth. Demand remains strong for its cloud-based software and AI-powered tools ...

2.周一（26日）：美团公布财报。 3.周二（27日）：将公布中国4月规模以上工业企业利润同比数据；拼多多、小米集团、快手发布财 报。 4.周五（30日）：上金所、上期所、郑商所、大商所无夜盘交易；台股休市一日。 钛媒体App 5月25日消息，下周市场大事预告： 1.下周央行公开市场将有9460亿元逆回购到期，其中下周一至下周五分别到期1350亿元、3570亿元、 1570亿元、1545亿元、1425亿元。 14.5月27日，中国国家统计局将公布规模以上工业企业利润。此前数据显示，4月份，规模以上工业增 加值同比实际增长6.1%（增加值增速均为扣除价格因素的实际增长率）。从环比看，4月份，规模以上 工业增加值比上月增长0.22%。1-4月份，规模以上工业增加值同比增长6.4%。 15.5月31日，中国国家统计局将公布5月采购经理指数（PMI）运行情况。此前数据显示，4月份，制造 业采购经理指数为49.0%，比上月下降1.5个百分点；非制造业商务活动指数为50.4%，比上月下降0.4个 百分点，仍高于临界点；综合PMI产出指数为50.2%，比上月下降1.2个百分点，继续高于临界点。 5.周六（31日）：将公布中 ...

Group 1 - Salesforce is in talks to acquire Informatica, with an agreement expected as early as next week [1] - Informatica's stock price surged by 13.96% following the news of the acquisition talks [1]