Buy and buy, SalesForce. Buy and buy.
According to the Wall Street Journal, Salesforce is going to buy the Infomatics deal, in late talks. In other words, it may be a good thing soon. The company Informatica, as you know, is on the market a long time ago, but because it's not doing well, it's being put on the market again, and then it's put on the market when it's sorted.
The market caught up with a bad year, with stock prices falling down two years ago, until a wave this year, with a current market value of about $11 billion. Informatica is an old company that works as an ETL tool, and its Catalog is doing well.
As for the acquisition of Elesforce, there h
ave been more than 100 acquisitio
ns in history, the largest of which have been the acquisition of Slack, and the larger of which are the acquisition of Tableau, Mulesofft, Heroku, among others. Prior to that, radical investors had entered Salesforce, bought and bought a lot of stocks, and took seats on the board of directors.
So, for a while, I didn't see Salesforce buying it. It was just a surprise that Salesforce put the idea on the Infomatic. But understandably, buying Informa, and helping Salesforce in the field of data integration, combined with Mulesoft and Tableau, could actually bring up a lot of things if the integration was goo
d.
The two largest cases, according to previous purchases by Salesforce, were Slack and Tableau. Slack was not well integrated or well integrated, and it is hard to say. The company’s founders have
withdrawn, so how Slack is going to work. At the very least, all the dream companies are working remotely, and the Slack outbreak has not happened. Many companies are now trying to get people back to their offices.
As for Tableau, the people who were in Tableau were supposed to go running, being laid off, and being laid off. Whether or not t
o continue to develop new competitive functions is an observable thing. But it is said that Tableau is selling itself quite well, creating a lot of value for the company. It's just not good to say that it's Salesforce's client relationship, or the bottom of Tableau.
If Infomatica is integrated, the impact on the company’s products is visible. After all, the current story of Data360 is very good, but in terms of data integration, does it need to be supplemented by a product such as Infomatica?
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