Palo Alto, CA – October 7, 2016

The media frenzy around the potential acquisition of Twitter (TWTR) obscured the major announcements of Dreamforce 2016, much to the frustration of investors, stakeholders, and executive management. We choose to look through the TWTR noise to focus on incremental product initiatives that we feel should be accretive to the long term outlook. We also gathered intelligence on the competitive environment and the Salesforce acquisition strategy.