)
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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Salesforce
Salesforce (CRM) investor relations material
Salesforce M&A announcement summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.M&A announcement summary20 Oct, 2026
Deal rationale and strategic fit
Combines Braze’s real-time customer engagement, AI decisioning and journey orchestration with Marketing Cloud, Data 360, Customer 360 and Agentforce to personalize interactions across channels.
Braze’s open, composable platform, mobile expertise and customer data support high-volume B2C engagement and a more complete Customer 360.
The combined platform aims to connect marketing with commerce, sales and service, helping brands build deeper customer relationships through relevant, real-time experiences.
Financial terms and conditions
Braze Class A shareholders will receive $47.50 in cash per share; the transaction has an enterprise value of $5.66 billion.
Funding is expected from cash, with no debt financing currently expected; the purchase represents roughly four months of FY2027 annual free cash flow.
Growth accretion is expected alongside near-term profitability dilution; efficiencies are anticipated post-close.
FY2027 guidance and the FY2030 framework remain unchanged; FY2028 guidance and long-term targets have not been updated.
Braze revenue contribution will be reported for one year post-close.
Synergies and expected cost savings
Combined customer context, AI and real-time engagement are expected to optimize experiences across content, offers, channels and timing.
Post-close efficiencies are anticipated, consistent with existing operating practices.
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Next Salesforce earnings date
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Salesforce
Next Salesforce earnings date
Q3 20272 Dec, 2026
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Frequently asked questions
One of the leaders in the CRM space
Salesforce is a leading customer relationship management (CRM) platform that offers a wide range of cloud-based software solutions to businesses of all sizes. Founded in 1999 and headquartered in San Francisco, Salesforce has become renowned for its customer-centric approach and innovative technology. The company's flagship product, Salesforce CRM, enables organizations to manage and streamline their sales, marketing, customer service, and other business processes on a single, integrated platform. Other notable providers of CRM-solutions include Oracle, HubSpot, and Pegasystems.
The platform
Salesforce offers a comprehensive suite of cloud-based software solutions designed to empower businesses with effective CRM capabilities. At the core of Salesforce's product portfolio is its CRM service, which enables businesses to manage and analyze customer interactions, sales, marketing campaigns, and customer service on a single unified platform. This allows organizations to gain a holistic view of their customers, enhance engagement, and drive meaningful relationships.
Salesforce CRM provides robust tools for lead and opportunity management, contact and account management, sales forecasting, and pipeline tracking. It facilitates seamless collaboration among sales teams, allowing them to share insights, automate workflows, and streamline sales processes. Additionally, Salesforce offers marketing automation tools that enable businesses to create and manage marketing campaigns, track customer engagement, and generate valuable insights to optimize marketing strategies.
Helping businesses drive growth
Salesforce has expanded its offerings through acquisitions and internal development to include additional solutions such as marketing automation, e-commerce, analytics, and artificial intelligence. With a focus on cloud computing, flexibility, and scalability, Salesforce has established itself as a key player in the CRM market, helping businesses drive growth, improve customer relationships, and enhance overall operational efficiency.
By leveraging Salesforce's suite of products, customers can benefit from improved customer engagement, increased sales productivity, streamlined marketing efforts, and enhanced customer service. The scalability, flexibility, and cloud-based nature of Salesforce's solutions make it a powerful tool for businesses of all sizes and industries, enabling them to drive growth and ensure customer satisfaction.
A customizable platform
Salesforce and their services offer a wide range of specialized solutions and add-ons, including Service Cloud for customer service management, Commerce Cloud for e-commerce capabilities, and Einstein AI for leveraging artificial intelligence and machine learning. These offerings provide businesses with the ability to personalize customer experiences, gain actionable insights from data, automate repetitive tasks, and drive operational efficiency.