Salesforce(CRM.US)1月裁員10%後重啟招聘 年內累升65% 美銀證券重申「買入」
道指成份股、美國客戶關係管理軟件巨擘Salesforce(CRM.US)在今年初重組裁減10%員工後,管理層周四(14日)在三藩市舉行的年度會議上表示,將跨部門聘請共約3,300名員工。
行政總裁Marc Benioff稱,有責任爭取擴大利潤率,知道要聘請數以千計員工。首席營運官(COO)Brian Millham稱,新聘職位平均分配於銷售、工程、及雲計算產品。Benioff補充,歡迎舊人「回巢」,吸引舊員工是招聘成功的新指標之一。
Salesforce致力削減開支,提振盈利及激活收入增長;投資者對此受落,以上日(14日)收市價計,本年至今股價累升約65%。新招聘將恢復1月時削減的40%職位,當時Salesforce裁員約8,000人以提振盈利。但當時管理層稱或進一步裁定。截至7月底止,公司僱用約7.05萬人。
Salesforce正押注於人工智能(AI)開發,憧憬可牽動科技投資新周期,特別是雲數據產品,協助客戶在不同資訊來源整合數據。本周較早時間,Salesforce宣布現有客戶可免費使用部門雲計算功能。
此外,美銀證券在出席公司本周Dreamforce會議後,重申予Salesforce「買入」評級,目標價280美元。活動中公司介紹經品牌重塑的Data Cloud大數據多層整合系統。並披露新的freemium模式,讓現有企業客戶試用部分雲計算產品功能。
報告補充,Salesforce並宣布與Google、Workspace合作,讓Vertex(VRTX.US)AI技術可與客戶的大語言模型(LLM)無縫整合。此外,Snowflake(SNOW.US)繼續是Salesforce關鍵數據平台夥伴。
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