David Sacks @DavidSacks
Salesforce, the bellwether SaaS company, saw Net New ARR decrease by 2/3rds in the most recent quarter. That’s a huge slowdown. But also, it implies the need to cut over $2 billion of sales & mktg if it wants to maintain CAC payback at reasonable levels. — PolitiTweet.org
Jamin Ball @jaminball
Salesforce added ~$360m of net new ARR in the quarter (using subscription rev x 4 as proxy for ARR so it's imperfec… https://t.co/SoSRv3pydR
