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Computing","tier":3,"returns_yearly":{"2022":-92.9,"2023":35.1,"2024":1449.2,"2025":45.2,"2026":-31.4}},{"slug":"ubtech","name":"UBTech","name_en":"UBTech Robotics","tier":3,"returns_yearly":{"2024":-21.6,"2025":95.4,"2026":-38.8}},{"slug":"siemens-eda","name":"Siemens EDA","name_en":"Siemens EDA","tier":3,"returns_yearly":null}],"analysis":"AI 사슬의 수요 끝단에 있는데도 상승이 오지 않은 사례다. 2023년 +98.5%로 크게 반등한 뒤 2025 -20.2%, 2026 -1.6%로 2년째 정체다. 같은 기간 사슬 위쪽은 계속 올랐다(NVIDIA 2025 +38.9%·2026 +23.7%, 알파벳 2025 +66.0%). 컴퓨트가 싸지면 그 위에 얹은 소프트웨어가 수혜라는 통상적 논리가 주가로는 확인되지 않는다. 이 노드의 구조가 그 이유를 보여준다. 비용측은 아마존·알파벳 두 클라우드에 걸쳐 있고, 10-K가 공시한 인프라 서비스 계약상 약정은 2026-01-31 기준 총 167억 달러다. 다만 공시는 총액만 밝히고 벤더별 배분은 하지 않아 어느 쪽에 얼마가 걸렸는지는 확인되지 않는다. 매출측은 PepsiCo·Equinix 같은 대형 고객이지만 FY2026 매출 415억 달러 대비 개별 고객 기여는 공시되지 않는다. 즉 위쪽으로는 고정비가 늘고 아래쪽으로는 가격 결정력이 확인되지 않는 구간에 있다. 2025년 11월 완료한 인포매티카 인수가 데이터 계층을 확보하려는 대응이며, 이 베팅이 배수를 되돌릴지가 재평가의 축이다. 워크데이(2026 -8.8%)와 방향이 같아 개별 종목 문제가 아니라 엔터프라이즈 SaaS 구간 전체의 디레이팅으로 읽는 편이 맞다.","analysis_en":"A case where being at the demand end of the AI chain did not bring the move. After rebounding 98.5% in 2023, Salesforce has stalled for two years: -20.2% in 2025 and -1.6% in 2026. Over the same period the layers above kept rising (NVIDIA +38.9% in 2025 and +23.7% in 2026, Alphabet +66.0% in 2025). The usual argument that cheaper compute benefits the software built on top of it is not visible in the share price. The node's structure suggests why. On the cost side it straddles two clouds, Amazon and Alphabet, with $16.7B of contractual commitments to infrastructure service providers disclosed as of 2026-01-31. The filing gives only the total and does not split it by vendor, so how much sits with each is unconfirmed. On the revenue side it names large customers such as PepsiCo and Equinix, but no per-customer contribution is disclosed against FY2026 revenue of $41.5B. It therefore sits where fixed costs above are rising while pricing power below is unproven. The Informatica acquisition, completed in November 2025, is the response, securing the data layer, and whether that bet restores the multiple is the re-rating question. Workday moved the same way (-8.8% in 2026), so this reads as a de-rating of enterprise SaaS as a segment rather than a company-specific problem.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"인포매티카","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-02","basis":"10-K에 명시된 인포매티카 인수 총액","value":9600000000,"period":"2025-11 인수 완료","basis_en":"Total acquisition cost for Informatica as stated in the 10-K","qualifier":null},"note":"세일즈포스는 2025년 11월 데이터 관리 플랫폼 인포매티카 인수를 완료했다. 10-K는 인수 총액을 약 96억 달러로 명시하며, 인포매티카는 FY2026에 약 3억 9,900만 달러의 매출을 기여했다. 인포매티카는 node-index.md에 등재된 노드가 아니다(2025년 5월 인수 발표 당시에는 기업가치 약 80억 달러로 보도됐으나, 이는 발표 시점 거래가액 기준으로 10-K의 최종 인수총액과 산정 기준이 다르다).","note_en":"Salesforce completed its acquisition of data-management platform Informatica in November 2025. The 10-K states the acquisition cost approximately $9.6 billion, and Informatica contributed about $399 million of revenue in FY2026. Informatica is not a node in node-index.md (the deal was originally announced in May 2025 at a reported ~$8 billion enterprise value, a different valuation basis than the 10-K's final acquisition cost).","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-02","url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm","title":"Salesforce, Inc. 10-K (2026-03-02)","title_en":"Salesforce, Inc. 10-K (2026-03-02)","excerpt":"2025년 11월, 세일즈포스는 AI 기반 엔터프라이즈 클라우드 데이터 관리 플랫폼인 인포매티카 인수를 약 96억 달러에 완료했다. 인포매티카는 FY2026에 약 4억 달러의 매출을 기여했다.","excerpt_en":"In November 2025, we completed our acquisition of Informatica, an AI-powered enterprise cloud data management platform, for approximately $9.6 billion. Informatica contributed approximately $0.4 billion of revenue in fiscal 2026."},{"stance":"confirms","publisher":"Salesforce","publisher_en":"Salesforce","kind":"ir","lang":"en","published_at":"2025-11-18","url":"https://www.salesforce.com/news/press-releases/2025/11/18/salesforce-completes-acquisition-of-informatica/","title":"Salesforce Completes Acquisition of Informatica","title_en":"Salesforce Completes Acquisition of Informatica","excerpt":"세일즈포스는 오늘 인포매티카 인수를 완료했다고 발표했다.","excerpt_en":"Salesforce today announced it has completed its acquisition of Informatica."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-02","basis":"AWS를 인프라 제공업체로 선정한 사실(벤더별 금액은 비공개, 10-K는 전체 인프라 제공업체 계약약정 총액만 167억 달러로 공시)","value":null,"period":"FY2026 (as of 2026-01-31)","basis_en":"Fact that AWS is a named infrastructure provider (vendor-level dollar amount not disclosed; the 10-K discloses only an aggregate $16.7B commitment across all infrastructure service providers)","qualifier":"confirmed_no_disclosed_value"},"note":"세일즈포스는 2016년 AWS를 '우선 퍼블릭 클라우드 인프라 제공업체'로 선정했고, 2025년 한국어 매체 보도에 따르면 하이퍼포스(Hyperforce)는 현재도 아마존웹서비스(AWS)·구글 클라우드 등 하이퍼스케일 데이터센터 인프라 위에서 세일즈포스 서비스를 제공하는 방식이다. 10-K는 벤더명을 특정하지 않은 채 '인프라 서비스 제공업체'와의 계약상 약정 총액이 167억 달러(2026년 1월 31일 기준, 향후 12개월 내 37억 달러 포함)라고 공시한다.","note_en":"Salesforce named AWS its 'preferred public cloud infrastructure provider' in 2016, and a 2025 Korean media report states that Hyperforce currently runs Salesforce's service on hyperscale data-center infrastructure including Amazon Web Services (AWS) and Google Cloud. Separately, the 10-K discloses (without naming specific vendors) that total contractual commitments to 'infrastructure service providers' were $16.7 billion as of January 31, 2026, of which $3.7 billion is due within 12 months.","sources":[{"stance":"mentions","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-02","url":"https://www.sec.gov/Archives/edgar/data/1108524/000110852426000060/crm-20260131.htm","title":"Salesforce, Inc. 10-K (2026-03-02)","title_en":"Salesforce, Inc. 10-K (2026-03-02)","excerpt":"인프라 서비스 제공업체를 포함해 집행 가능하고 법적 구속력 있는 계약에 따른 기타 계약상 약정이 있으며, 2026년 1월 31일 기준 총 약정액은 약 167억 달러로 이 중 37억 달러는 향후 12개월 내, 130억 달러는 그 이후 도래한다.","excerpt_en":"We have other contractual commitments associated with agreements that are enforceable and legally binding, including those with infrastructure service providers. As of January 31, 2026 our total commitments under these agreements were approximately $16.7 billion, of which payments of $3.7 billion are due in the next 12 months and $13.0 billion are due thereafter."},{"stance":"confirms","publisher":"전자신문","publisher_en":"Electronic Times (etnews)","kind":"news","lang":"ko","published_at":"2025-06-18","url":"https://www.etnews.com/20250618000223","title":"손부한 세일즈포스코리아 대표, \"데이터·AI 에이전트 플랫폼, 韓 데이터센터에서 안전하게 제공\"","title_en":"Salesforce Korea CEO: 'We will safely provide our data and AI agent platform from a Korean data center'","excerpt":"아마존웹서비스(AWS), 구글 클라우드 등 하이퍼스케일 데이터센터 인프라에서 세일즈포스 서비스를 제공하는 방식이라고 설명했다.","excerpt_en":"[Salesforce Korea CEO] explained that Salesforce provides its service on hyperscale data-center infrastructure such as Amazon Web Services (AWS) and Google Cloud."},{"stance":"confirms","publisher":"Salesforce","publisher_en":"Salesforce","kind":"ir","lang":"en","published_at":"2016-05-25","url":"https://www.salesforce.com/news/press-releases/2016/05/25/salesforce-selects-aws-as-preferred-public-cloud-infrastructure-provider/","title":"Salesforce Selects AWS as Preferred Public Cloud Infrastructure Provider","title_en":"Salesforce Selects AWS as Preferred Public Cloud Infrastructure Provider","excerpt":"세일즈포스는 세일즈 클라우드, 서비스 클라우드, 앱 클라우드, 커뮤니티 클라우드, 애널리틱스 클라우드 등 핵심 서비스에 대해 AWS 활용을 확대하기로 했다.","excerpt_en":"Salesforce will expand its use of AWS to core services -- including Sales Cloud, Service Cloud, App Cloud, Community Cloud, Analytics Cloud and more -- for the company's planned international infrastructure expansion."}]},{"direction":"cost","counterparty":"알파벳 (구글)","counterparty_slug":"alphabet","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2025-02-24","basis":"에이전트포스·데이터클라우드·커스터머360 앱의 구글 클라우드 인프라 구동 사실(계약금액 비공개)","value":null,"period":"2025","basis_en":"Fact that Agentforce, Data Cloud and Customer 360 Apps run on Google Cloud infrastructure (contract value not disclosed)","qualifier":"confirmed_no_disclosed_value"},"note":"2025년 2월 세일즈포스와 구글은 전략적 제휴를 확대해 에이전트포스, 데이터 클라우드, 커스터머360 앱이 구글 클라우드 인프라 위에서 구동되고 구글 클라우드 마켓플레이스를 통한 조달도 가능해진다고 발표했다. 같은 해 6월 한국어 매체는 하이퍼포스가 AWS와 함께 구글 클라우드 인프라도 사용한다고 보도했다. 계약금액은 공개되지 않았다.","note_en":"In February 2025 Salesforce and Google expanded their strategic partnership so that Agentforce, Data Cloud and Customer 360 Apps run on Google Cloud infrastructure, with procurement also available via Google Cloud Marketplace. A June 2025 Korean media report separately confirms Hyperforce uses Google Cloud infrastructure alongside AWS. No dollar value is disclosed.","sources":[{"stance":"confirms","publisher":"전자신문","publisher_en":"Electronic Times (etnews)","kind":"news","lang":"ko","published_at":"2025-06-18","url":"https://www.etnews.com/20250618000223","title":"손부한 세일즈포스코리아 대표, \"데이터·AI 에이전트 플랫폼, 韓 데이터센터에서 안전하게 제공\"","title_en":"Salesforce Korea CEO: 'We will safely provide our data and AI agent platform from a Korean data center'","excerpt":"아마존웹서비스(AWS), 구글 클라우드 등 하이퍼스케일 데이터센터 인프라에서 세일즈포스 서비스를 제공하는 방식이라고 설명했다.","excerpt_en":"[Salesforce Korea CEO] explained that Salesforce provides its service on hyperscale data-center infrastructure such as Amazon Web Services (AWS) and Google Cloud."},{"stance":"mentions","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2025-03-06","url":"https://zdnet.co.kr/view/?no=20250306190211","title":"\"AI, 도구에서 동료로\"…세일즈포스, '에이전트포스'로 업무 자동화 가속","title_en":"'AI, from tool to colleague'... Salesforce accelerates work automation with Agentforce","excerpt":"세일즈포스코리아는 AI 에이전트 플랫폼 '에이전트포스' 출시 90일 만에 전 세계 5천개 고객사를 확보했다고 밝혔다.","excerpt_en":"Salesforce Korea said its Agentforce AI-agent platform secured 5,000 customers worldwide within 90 days of launch."},{"stance":"confirms","publisher":"Salesforce","publisher_en":"Salesforce","kind":"ir","lang":"en","published_at":"2025-02-24","url":"https://www.salesforce.com/news/press-releases/2025/02/24/google-partnership-expansion-gemini-agentforce/","title":"Salesforce and Google Bring Gemini to Agentforce, Enable More Customer Choice in Major Partnership Expansion","title_en":"Salesforce and Google Bring Gemini to Agentforce, Enable More Customer Choice in Major Partnership Expansion","excerpt":"세일즈포스의 에이전트포스, 데이터 클라우드, 커스터머360 앱은 구글 클라우드 인프라 위에서 구동되며 새로운 리전과 구글 클라우드 마켓플레이스를 통한 간소화된 조달을 지원한다.","excerpt_en":"Salesforce's Agentforce, Data Cloud, and Customer 360 Apps will run on Google Cloud infrastructure, with access to new regions and simplified procurement through the Google Cloud Marketplace."}]},{"direction":"revenue","counterparty":"비바 시스템스","counterparty_slug":"veeva-systems","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-03-20","basis":"세일즈포스 플랫폼 사용과 호스팅 인프라에 지급한 수수료","value":null,"period":"FY2026 and contractual wind-down through 2030","basis_en":"Fees paid for use of the Salesforce platform and associated hosting infrastructure","qualifier":"confirmed_no_disclosed_value"},"note":"세일즈포스는 비바의 기존 Veeva CRM과 일부 멀티채널 CRM 애플리케이션에 플랫폼과 호스팅 인프라를 제공하며, 계약은 2025년 9월 만료됐지만 2030년까지 단계적 종료 기간이 이어지고 관련 수수료의 공급사별 금액은 공개되지 않았다.","note_en":"Salesforce provides the platform and hosting infrastructure used by Veeva's legacy Veeva CRM and some multichannel CRM applications under an agreement that expired in September 2025 but has a wind-down period running through 2030, while vendor-specific fees were not disclosed.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-20","url":"https://www.sec.gov/Archives/edgar/data/1393052/000139305226000014/veev-20260131.htm","title":"비바 시스템스 FY2026 Form 10-K","title_en":"Veeva Systems Inc. FY2026 Form 10-K","excerpt":"Veeva CRM 구독 매출원가에는 세일즈포스 플랫폼과 호스팅 인프라 사용료가 포함된다.","excerpt_en":"Include fees paid to Salesforce."}]},{"direction":"revenue","counterparty":"베랄토","counterparty_slug":"veralto","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-09-19","basis":"Salesforce 글로벌 CRM 플랫폼 사용 비용","value":null,"period":"2026","basis_en":"Salesforce global CRM platform spend","qualifier":"confirmed_no_disclosed_value"},"note":"세일즈포스는 베랄토 수질 사업의 OTT가 여러 Salesforce 인스턴스를 단일 글로벌 CRM 플랫폼으로 통합하는 데 쓰이며 영업·마케팅·고객서비스 운영을 직접 지원하지만, 계약액은 공개되지 않았다.","note_en":"Salesforce is used by Veralto's OTT water business to consolidate multiple Salesforce instances into one global CRM platform and directly supports sales, marketing, and customer service, but contract spend was not disclosed.","sources":[{"stance":"confirms","publisher":"베랄토 채용","publisher_en":"Veralto Careers","kind":"ir","lang":"en","published_at":"2026-09-19","url":"https://veralto.wd1.myworkdayjobs.com/EnvironmentalJobs/job/Salesforce-Product-Owner_R10266623","title":"Salesforce 제품 책임자 채용 공고","title_en":"Salesforce Product Owner","excerpt":"OTT는 여러 Salesforce 인스턴스를 하나의 확장 가능한 글로벌 CRM 플랫폼으로 통합하고 있다.","excerpt_en":"Lead the consolidation of multiple Salesforce instances into a single global platform."}]},{"direction":"revenue","counterparty":"랄프 로렌","counterparty_slug":"ralph-lauren","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2022-03-02","basis":"Salesforce Commerce Cloud 전자상거래 플랫폼 지출, 상대별 금액 미공개","value":null,"period":"2017-2022 disclosed platform relationship","basis_en":"Salesforce Commerce Cloud e-commerce platform spend; counterparty-specific amount undisclosed","qualifier":"confirmed_no_disclosed_value"},"note":"세일즈포스는 랄프 로렌이 글로벌 전자상거래 플랫폼을 이전한 Commerce Cloud를 제공하며, 랄프 로렌의 SEC 제출 문서와 세일즈포스 문서가 관계를 직접 확인하지만 상대별 지출액은 공개되지 않았다.","note_en":"Salesforce, Inc. provides the Commerce Cloud platform to which Ralph Lauren moved its global e-commerce operations, and Ralph Lauren's SEC-filed release and Salesforce's own publication directly confirm the relationship, while counterparty-specific spend is not disclosed.","sources":[{"stance":"confirms","publisher":"세일즈포스","publisher_en":"Salesforce","kind":"ir","lang":"en","published_at":"2022-03-02","url":"https://www.salesforce.com/news/stories/salesforce-customers-earnings/","title":"주요 기업들이 세일즈포스로 디지털 우선 미래를 구현하는 방법","title_en":"How Top Organizations Embrace a Digital-First Future with Salesforce","excerpt":"세일즈포스는 Commerce Cloud가 랄프 로렌의 북미 온라인 매출 성장에 사용됐다고 밝혔다.","excerpt_en":"Commerce Cloud helped Ralph Lauren grow its North American online sales by over 30% in its December Quarter."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2017-04-04","url":"https://www.sec.gov/Archives/edgar/data/1037038/000095014217000715/eh1700480_ex9901.htm","title":"랄프 로렌 코퍼레이션, Way Forward 계획 지원을 위한 추가 조치","title_en":"Ralph Lauren Corporation Takes Further Action to Support Its Way Forward Plan","excerpt":"SEC에 제출된 보도자료는 랄프 로렌이 세일즈포스 Commerce Cloud와의 협업을 통해 전자상거래 플랫폼을 이전한다고 밝혔다.","excerpt_en":"The Company will move to a more cost-effective, flexible e-commerce platform through a new collaboration with Salesforce's Commerce Cloud."}]},{"direction":"revenue","counterparty":"PepsiCo","counterparty_slug":"pepsico","confidence":"mid","metric":{"type":"count","unit":"field_sales_reps","as_of":"2025-09-17","basis":"펩시코의 세일즈포스 도입 규모 - 세일즈포스를 사용하는 현장 영업사원 수(매출 계약금액은 비공개)","value":120000,"period":"2025","basis_en":"Scale of PepsiCo's Salesforce deployment - number of field sales reps using Salesforce (contract dollar value not disclosed)","qualifier":"confirmed_no_disclosed_value"},"note":"펩시코는 컨슈머굿즈 클라우드, 서비스 클라우드, 필드서비스, 마케팅 클라우드, 데이터360, 뮬소프트 등 세일즈포스 제품 7종을 도입해 북미·중남미·유럽 임직원 10만명 이상과 현장 영업사원 12만명이 매일 사용하며, 100개 이상 글로벌 콜센터에 에이전트포스 확산을 계획 중이다. 계약금액은 공개되지 않았다.","note_en":"PepsiCo runs seven Salesforce products (Consumer Goods Cloud, Service Cloud, Field Service, Marketing Cloud, Data 360, MuleSoft, and planned Agentforce), used daily by 100,000+ employees and 120,000 field sales reps across North America, Latin America and Europe, with plans to roll out Agentforce across 100+ global contact centers. No contract dollar value is disclosed.","sources":[{"stance":"confirms","publisher":"Salesforce","publisher_en":"Salesforce","kind":"ir","lang":"en","published_at":"2025-09-17","url":"https://www.salesforce.com/customer-stories/pepsico/","title":"PepsiCo builds an Agentic Enterprise with the Salesforce Platform","title_en":"PepsiCo builds an Agentic Enterprise with the Salesforce Platform","excerpt":"100,000명 이상의 임직원이 북미·중남미·유럽에서 세일즈포스를 매일 사용하며, 12만명의 현장 영업사원이 매대 진열과 소매점 관계를 관리한다.","excerpt_en":"100,000+ employees across North America, Latin America, and Europe use Salesforce daily; 120,000 field sales representatives manage shelf stocking and retailer relationships."},{"stance":"mentions","publisher":"IDC (Salesforce 보도자료 인용)","publisher_en":"IDC (via Salesforce newsroom)","kind":"research","lang":"en","published_at":"2025-05-16","url":"https://www.salesforce.com/news/stories/idc-crm-market-share-ranking-2025/","title":"Salesforce Named #1 CRM Provider by IDC Market Share for 2025","title_en":"Salesforce Named #1 CRM Provider by IDC Market Share for 2025","excerpt":"IDC에 따르면 2024년 세일즈포스는 20.7%의 점유율로 전체 CRM 벤더 중 매출 1위를 기록했으며 12년 연속 1위다.","excerpt_en":"According to IDC, in 2024, Salesforce led all CRM vendors with a 20.7% share and generated the highest revenue among all CRM vendors, marking its 12th consecutive year at #1."}]},{"direction":"revenue","counterparty":"Equinix","counterparty_slug":"equinix","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-08-04","basis":"에퀴닉스의 에이전트포스·데이터클라우드·마케팅클라우드 도입 사실(계약금액 비공개)","value":null,"period":"2025","basis_en":"Fact of Equinix's Agentforce, Data Cloud and Marketing Cloud adoption (contract value not disclosed)","qualifier":"confirmed_no_disclosed_value"},"note":"에퀴닉스는 에이전트포스, 데이터 클라우드, 마케팅 클라우드를 도입해 리드 생성과 전환을 개선했다고 세일즈포스가 2025년 8월 고객성공 사례 모음에서 밝혔다. 개별 계약금액은 공개되지 않았다.","note_en":"Equinix uses Agentforce, Data Cloud, and Marketing Cloud to improve lead generation and conversion, according to a Salesforce customer-success roundup published in August 2025. No individual contract value is disclosed.","sources":[{"stance":"confirms","publisher":"Salesforce","publisher_en":"Salesforce","kind":"ir","lang":"en","published_at":"2025-08-04","url":"https://www.salesforce.com/news/stories/agentforce-customer-success-stories/","title":"Agentforce in Action: Customer Success Stories","title_en":"Agentforce in Action: Customer Success Stories","excerpt":"에퀴닉스는 에이전트포스, 데이터 클라우드, 마케팅 클라우드를 통해 리드 생성과 전환을 개선했다.","excerpt_en":"Equinix improved lead generation and conversion with Agentforce, Data Cloud, and Marketing Cloud."}]},{"direction":"revenue","counterparty":"보스턴 사이언티픽","counterparty_slug":"boston-scientific","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-03-01","basis":"보스턴 사이언티픽의 Salesforce 클라우드 제품 사용료","value":null,"period":"as_of_2025-03","basis_en":"Boston Scientific spending on Salesforce cloud products","qualifier":"confirmed_no_disclosed_value"},"note":"세일즈포스는 보스턴 사이언티픽에 Sales Cloud·Service Cloud·Marketing Cloud를 제공한 데 이어 Data Cloud를 전사 여러 사업부로 확대했으며, 제품 사용료는 공개되지 않았지만 IDC 사례는 Data Cloud가 프리미엄 가격이라고 평가한 회사 의견을 전한다.","note_en":"Salesforce provides Sales Cloud, Service Cloud, and Marketing Cloud to Boston Scientific and subsequently expanded Data Cloud across multiple divisions, and although product fees were not disclosed, the IDC case study records the company's view that Data Cloud carries premium pricing.","sources":[{"stance":"confirms","publisher":"IDC","publisher_en":"IDC","kind":"analysis","lang":"en","published_at":"2025-03-01","url":"https://www.salesforce.com/en-us/wp-content/uploads/sites/4/Industry%20-%20HLS/Healthcare/boston-sci-idc-whitepaper-2025.pdf?bc=OTH","title":"의료기술 기업의 의료진 경험 혁신을 위한 중앙 데이터 플랫폼 구축","title_en":"Building a Centralized Data Platform to Transform the Healthcare Provider Experience in MedTech","excerpt":"보스턴 사이언티픽과 세일즈포스는 고객 데이터를 Data Cloud로 옮겼고, 이후 5개 사업부로 확대했다.","excerpt_en":"Boston Scientific and Salesforce partnered together to move customer data to Data Cloud."}]},{"direction":"revenue","counterparty":"윌리엄스 소노마","counterparty_slug":"williams-sonoma","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2023-09-12","basis":"세일즈포스 소프트웨어·전문 서비스 비용","value":null,"period":"ongoing","basis_en":"Salesforce software and professional-services spend","qualifier":"confirmed_no_disclosed_value"},"note":"세일즈포스는 윌리엄스 소노마에 고객 데이터 통합, 개인화 마케팅과 기업고객 주문에 사용하는 Data Cloud, Marketing Cloud, Sales Cloud, Service Cloud와 전문 서비스를 제공하며 계약 금액은 공개되지 않았다.","note_en":"Salesforce provides Williams-Sonoma with Data Cloud, Marketing Cloud, Sales Cloud, Service Cloud, and professional services for customer-data unification, personalized marketing, and B2B ordering, while the contract value is undisclosed.","sources":[{"stance":"confirms","publisher":"세일즈포스","publisher_en":"Salesforce","kind":"ir","lang":"en","published_at":"2023-09-12","url":"https://www.salesforce.com/news/press-releases/2023/09/12/williams-sonoma-salesforce-customer/","title":"윌리엄스 소노마와 세일즈포스, 홈 고객 서비스를 위해 협력","title_en":"Williams-Sonoma, Inc. and Salesforce Team Up to Serve Customers at Home","excerpt":"윌리엄스 소노마는 Data Cloud와 Marketing Cloud를 구축하고 Sales Cloud와 Service Cloud로 기업고객 판매 절차를 운영한다.","excerpt_en":"Williams-Sonoma ... deployed Data Cloud and Marketing Cloud ... and is streamlining its B2B sales process with Sales Cloud and Service Cloud."}]}]}