Feed
Today
Create
Explore
Markets

Salesforce: pricing power is showing up in renewals, not in the list price · Stoa

NOTECRM4 months ago420views

Salesforce: pricing power is showing up in renewals, not in the list price

Renewal cohorts are converting at higher realised pricing than management guided. The churn everyone feared has appeared in seat counts and not in dollars.

Daniel Okafor@daniel_okafor

Evidence · 2 cards

The case

Salesforce: pricing power is showing up in renewals, not in the list price

Renewal cohorts are converting at higher realised pricing than management guided. The churn everyone feared has appeared in seat counts and not in dollars.

The edge

The Street says

Consensus models the cycle turning in the second half
Sell-side target clusters within 8% of spotAuto

I say

The turn already happened in order intake two quarters ago
My number is 14% above the street on the out yearCreator est.

Unlock the full report

The locked call and the disclosures stay visible. The research body unlocks with purchase or subscription.

Fact-checked claims stay on the record
Platform fee is shown as its own line at checkout (10%)
Call block and disclosures remain free to read

Already subscribed? Log in

Discussion · 0

No comments yet.

PositionNo position

Compensation

Certified independent

ViewsThese are the creator's own views

This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.