What Salesforce's Surge Signals for Silicon Valley

The video discusses the significant growth in the cloud sector, highlighting key players like Amazon and Salesforce. It explores the trend of cloud consolidation and mergers and acquisitions, particularly in 2019, with companies like IBM and SAP making significant deals. The discussion also covers the high valuations of cloud companies and their predictable growth, making them attractive acquisition targets. Potential acquisition targets include smaller cloud companies like Cornerstone and Zendesk.

Which companies are highlighted as winners in the cloud industry due to their consistent growth?

• Adobe and Workday

• Google and Microsoft

• Amazon and Salesforce

• IBM and Oracle

What is expected to happen in the cloud industry in 2019 according to the transcript?

• Decrease in cloud spending

• Decline in M&A activity

• Increase in cloud consolidation

• Stagnation in cloud growth

Why are companies willing to pay high multiples for cloud acquisitions?

• To enter new geographic markets

• To diversify their product lines

• To acquire predictable growth

• To reduce operational costs

Which of the following companies is NOT mentioned as a potential acquisition target?

• Cornerstone

• Google

• Box

• Ultimate Software

What is a key reason for the high valuations of cloud companies?

• Limited market competition

• Predictable growth models

• High operational costs

• Unpredictable revenue streams