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Im also a 15 year SaaS veteran. Block wasn’t using 4000 enterprise seats. Also, Salesforce is in trouble, and a lousy investment bet. Enterprise salespeople (until we are replaced by more annoying sales robots you will hate even more) rely more on AI services that glean data directly from calls and emails, and less the CRM record layer. Manually updating Salesforce is miserable. The marketing cloud is an OK CDP. Tableau is toast. Slack might actually house some good data, I dont know. They have other ways of making money. But there will be a K shaped software economy. Data moats and data collaboration with humans and agents will be the use cases for growth. You need proprietary data. Also, the SaaS doom porn assumes agents freely access all content. There will be authenticated, paywalled walled gardens holding the most price data in a fortress. Bloomberg doesn’t give its data away for free, neither will any of the smart data owners of the future. If all you have is code, you’re cooked.
Adobes Firefly IP-free AI generation tool is getting enterprise money. And they are a leader in digital site management software (CDP, AEP, etc). However their biggest product is the Photoshop suite and that is facing existential risk.
My company uses Adobe heavily. They're much more diversified than Intel between Commerce, Experience Manager, their CDP, Target, Analytics, Journey Optimizer, and the new Customer Journey Analytics. It's a big tech stack.
Fundamentally different on all fronts. Palestinians are run by an Iranian terrorist organization who have continued to invade Israel throughout. I fully support Israel’s right to defend itself and act with such force to eliminate that threat forever. Remember what spawned their retribution, the murder and abduction of Israel civilians , close to 1,000 of them. Tell me what Ukraine did to Russia or China , or Uyghurs did to China to deserve this treatment? Logically you won’t really have a leg to stand on other than hate, illusion, and emotion. The treatment of illegal immigrants is sad, however again your emotions get the better of you on the topic. Deportation of illegal immigrants is well legal here in the US. That is not the same as genocide occurring to the Ughyurs who last I checked where born and raised in China, but chose the wrong religion? Illegal immigrants are currently held in shitty conditions then sent back to a country they have legal rights in. There is no effort to change their minds , or re educate them, or destroy their identity. The threats to annex any country are idiocy diplomacy by the orange umpa lumpa not the position of anyone else in the US. The threat to invade Taiwan is real and supported by more than 1 man, it is the position of the CDP. If you are of sound mind and not ruled by emotions, there is no way you can associate these talks with the actions of the communist. Venezuela is ruled by a dictator, there is no sympathy for that government from me. We should have intervened when Chavez took over, and I hope we intervene now. Now, I question why you live so near the American sphere of influence, since in your own words you believe in Chinas future. Why not immigrate there? I always find it a bit confusing the love of another country of those who choose to appreciate it from afar. I live in the country I support… while you don’t?
Based on comments from Kristi re buying up RE for “coverage” in blue cities + analyst upgrades to $CDP this might be a play of all times
Bullish on civil unrest , calls on CDP
I made about 12k in a month on 175 using CDP, CCs and a couple of good calls on dips and shares plays. I would say you could safely make 8-10 regularly using CSPs if you pick the right ones
CDP Red. It's gonna surge next year just when they make first cinematic or whatever for the new witcher 4
One area often overlooked by many with Adobe is a quarter of their revenue now comes from their Digital Experience business. They’ve managed to grow this c. 10% year on year for a good few years and continue to enhance products whilst embedding AI into these. They’ve made huge investments in their CDP offering, Workflow Management, Content and Asset Management and Personalization capabilities and continue to make good progress in this space with some of the Worlds leading brands, whilst still having a giant addressable market here that spans pretty much all industries, whilst being able to cater for B2C & B2B/B2B2V businesses. Something to keep an eye on
Good on you. I honestly feel like I didn't learn much about options until I experienced firsthand, with my actual money (not paper): 1. A long position expiring worthless 2. A credit spread moving against me and having to roll it out 3. Getting assigned on a CDP and on a CC
The speech was from an opposition minister of the CDP. Japan is governed by the coalition of LDP and Komeito party. However, it would be wise for the foreign minister to listen to that guy because CDP is gaining more and more seats while the LDP which has ruled Japan for 70 years is losing seats.
Polish Stocks: CDP (the Witcher guys). They are up 100% over a year. I don’t think this is their peak. Lubawa - Polish military stock. Gained 20-30% with the whole Zelenskyy drama. Again, probably not their peak.
I use CDP climate change scores to determine my stock picks Said no one ever.
https://www.homedepot.com/p/MUELLER-48-in-6-7-cu-ft-Professional-Freestanding-Gas-Range-with-8-Burners-Griddle-and-Double-Oven-in-Stainless-Steel-GR-670/317754123?g_store=&source=shoppingads&locale=en-US&pla&mtc=SHOPPING-BF-CDP-GGL-D29A-029_015_COOKING-NA-Multi-NA-PLALIA-NA-NA-NA-NA-NBR-NA-NA-NA-MajorAppl_JControl24&cm_mmc=SHOPPING-BF-CDP-GGL-D29A-029_015_COOKING-NA-Multi-NA-PLALIA-NA-NA-NA-NA-NBR-NA-NA-NA-MajorAppl_JControl24-20029778549-150906293200-330670681818&gad_source=1&gclid=EAIaIQobChMI1aqFr5SAigMVR6VaBR0L2C-NEAQYASABEgJQRPD_BwE&gclsrc=aw.ds
A guy at my job, in a more powerful position than me, decided to hire Zeta as our CDP last year. They have overpromised and under delivered on most things for us. Early on, they somehow convinced everyone at my work to allow them to run programming media for us even though we already have an agency we are happy with, which was awkward as our agency was forced into meetings with them. They misrepresented their results with “probabilistic” view through attribution (which I guess may be normal but it’s shady) as if their ads were driving business and not just incidental. We decided to have them stop running this (fire them but not fire them since they’re our CDP) which was very awkward. Fast forward half a year later and I send them an email asking them to make me a simple audience, and they turn it into a meeting with literally 11 people on their side and try to sell me on them doing programmatic for us again. Ugh
The path to greatest profits from AI are probably in things that aren't as sexy as the companies currently getting mega inflows. One example would be Twilio's alpha AI assistants. They don't actually do anything groundbreaking, but they take the capabilities of the leading AI models and plug them directly into an org's data and communications channels in an incredibly simple and efficient way. With their CDP and Commumications APIs fully leveraged, I could see a large percentage of their customers adopting this and seeing amazing benefits. Stuff like that will probably become more and more important in unlocking AI growth opportunities in 2025...seizing the low hanging fruit and doing it in a way that leverages first-party data, research, IP, etc...to build high-margin AI revenue streams ontop of already successful businesses.
KVYO is starting to move into enterprise as indicated by a few recent earnings calls. Generally speaking, Salesforce is an absolute nightmare for e-commerce brands as it wasn't built for that. KVYO offers a built-in CDP and a robust database/analytics suite; if a brand can use it effectively (and a big perk to KVYO is that it is relatively easy to use), it's super powerful. Mailchimp doesn't offer that depth for personalization, automation, etc and may be stuck serving SMB forever. If KVYO continues to move into enterprise and can serve the same needs that Braze/Salesforce/Bloomreach does, there's massive upside..
You completely ignored this - "Ubisoft had 170 million net income with over 2.5 billion revenue. CDPR had net income of 130 million with 330 million revenue.". And you conveniently ignored that Ubisoft had a negative year in 2023. I think profit margin is important because CDPR is a growing company that is trying is trying to atleast double its revenue if not triple. If they can even hold profit margin above 20% their PE will be less than 20. I don't think CDP is overvalued and I have about 800 bucks riding on that statement lol.
In fact: Ubisoft earns 25% more and its market cap is half of CDP. That's silly.
Profit margin does not mean anything at all. Really nothing. All that counts is how much a company earns. And yes, CDP is absolutely ridiculously overpriced.
Chinese companies listed in American stock market are already highly manipulated and susceptible to CDP's hissy fits. Why would you want to even throw money into something that's even murkier than shit
Salesforce is already feeling like the world past them by with companies like Braze, Databricks, Snowflake, ActionIQ and Hightouch having fundamentally better solutions for ESP and CDP tech. Their client service also cratered after COVID and for some reason never really recovered. There may be a rebound here, but it feels far off.
Steady markets require things to be stable. Uncertainty breeds volatility. It is possible to have a growing economy under a dictatorship, they just focus on different objectives. [CDP Grey: Rules for Rulers.](https://youtu.be/rStL7niR7gs?si=1JvjZIV-3TuIVn2k) These fundamentals hold so if you know what direction things are going to can maneuver yourself accordingly.
The show had zero proximity to the books or games. The games are thematically close to the books. Despite what a lot of reddit think CDP had and has a great working relationship with Sapkowski - even though he is a curmudgeon.