We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Salesforce to Buy Informatica for $8 Billion, Apple’s Tariff Headwinds

Salesforce to Buy Informatica for $8 Billion, Apple’s Tariff Headwinds

2025/5/27
logo of podcast Bloomberg Technology

Bloomberg Technology

AI Deep Dive AI Chapters Transcript
People
C
Carolina Milanesi
C
Chad Rigetti
D
David Welch
D
Delian Asparov
E
Ed Ludlow
J
Janet Moody
L
Lauren Grush
L
Liana Baker
R
Raicho Raichav
R
Riley Griffin
R
Ryan Veselica
Topics
Ed Ludlow: Salesforce将以80亿美元收购Informatica,通过现金和债务组合完成。我认为这笔交易是Salesforce在云数据管理领域的重要布局。 Liana Baker: Salesforce此次收购Informatica实际上是以低于一年前的价格达成的,显示了其精明之处。我认为Salesforce过去几年受到激进投资者的关注,一度放缓收购步伐,但现在又以大手笔重回并购市场。监管部门可能会对这笔收购进行审查,因为Salesforce收购了与Informatica存在竞争关系的MuleSoft。 Janet Moody: 我认为人工智能是推动科技行业并购的主要动力,各公司希望通过巩固和加强其在人工智能驱动技术方面的能力,特别是在数据分析、客户关系管理和云技术领域。英伟达的盈利报告是本周最重要的宏观事件,市场关注其利润率和Blackwell芯片的产量。

Deep Dive

Chapters
Salesforce is acquiring Informatica for $8 billion, a deal that fell through last year. This is Salesforce's largest acquisition in a while and shows their continued commitment to inorganic growth. Analysts are watching for regulatory challenges due to overlapping products.
  • Salesforce to acquire Informatica for $8 billion
  • Second attempt after a previous deal fell through
  • Acquisition to be funded with cash and debt
  • Deal size is $2 billion less than the previous attempt
  • Potential regulatory hurdles due to overlapping products

Shownotes Transcript

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Salesforce's plan to acquire Informatica for $8 billion after an earlier attempt fell through. Plus, they look at how Apple is coping with the threat of a 25% tariff if it doesn't move iPhone production to the U.S. And Elon Musk is set to address SpaceX workers about plans to reach Mars

See omnystudio.com/listener) for privacy information.