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by JumpCrisscross 84 days ago
> Salesforce has lost half its market cap in the last ~year

They're also at record revenue [1].

[1] https://investor.salesforce.com/news/news-details/2026/Sales...

3 comments

Presumably that's why their stock is down. If you want to have a record stock price you've got to be really unprofitable.
Right and do circular investments in your customers
This is because the stock market valuation of a company isn't nearly as simple as a revenue/cash-flow multiple. It also accounts for predicted growth in the stock, and it's return over the risk-free rate. As interest rates are staying high, and inflation is stickier than expected, one would expect stocks to get cheaper as the risk-free rate is higher and investors lean more towards gilts/bonds/bills/commodities.

In addition people are betting that AI is going to reduce the growth in software stocks. If this is true or not is another thing, but that is the current majority opinion amongst large-scale investors.

> They're also at record revenue [1].

I too have revenue of $1 billion but with $2 billion in expenses

“FY26 operating cash flow of $15.0 billion, up 15% Y/Y, and free cash flow of $14.4 billion, up 16% Y/Y. Returned $14.3 billion to shareholders, including $12.7 billion in share repurchases and $1.6 billion in dividends.”

Like, literally bullet pointed.

I mean wow, talk about making it up in volume, but hell I would take it.