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M&A Article

<hr /> Well, it happened. I’ve been predicting a move like this for a while, although I thought it might be an up-and-comer like <a target="_blank" rel="noopener noreferrer" href="https://www.conductor.com/">Conductor</a> or even a niche startup like <a target="_blank" rel="noopener noreferrer" href="https://otterly.ai/">Otterly.ai</a> elsewhere in the stack.  But then again, it’s <a target="_blank" rel="noopener noreferrer" href="https://cmscritic.com/products/adobe-experience-manager">Adobe</a>. And when they go, they go big.And that’s what they’re doing with the <a target="_blank" rel="noopener noreferrer" href="https://news.adobe.com/news/2025/11/adobe-to-acquire-semrush">acquisition of Semrush,</a> a stalwart of modern martech and one of the “must-have” tools for search engine optimization over the last decade. Adobe just announced that it will purchase Semrush for the tidy sum of $1.9 billion in an all-cash transaction for $12 per share.The deal is said to close in the first half of 2026, pending regulatory and shareholder approvals. It should be “smoother” sailing, despite the pothole in the <a target="_blank" rel="noopener noreferrer" href="https://cmscritic.com/whats-under-the-fig-leaf-the-naked-truth-about-the-figma-ipo-and-the-markets-appetite-for-tech">rearview that is Figma</a>. Semrush is, comparatively, a tame acquisition that’s almost 20 times less breathtaking than that debacle. No doubt, Adobe is posturing to expand its leadership in the realm of marketing intelligence and the concentration on Generative Search Optimization (GEO) and Answer Engine Optimization (AEO). As competitors like <a target="_blank" rel="noopener noreferrer" href="https://cmscritic.com/products/optimizely">Optimizely</a> position themselves as <a target="_blank" rel="noopener noreferrer" href="https://cmscritic.com/welcome-to-the-geo-ready-cms-optimizely-adds-new-features-to-enhance-ai-powered-search">“GEO-ready” platforms</a>, the race is on to give brands more comprehensive tools that address the shift towards AI search discovery.Despite this focus on marketing-centric tools that address the pressures of AI, Adobe lives beyond a single category like DXP or CMP, evolving its value to that of customer experience orchestration in the agentic AI era – and pointing its collective powers at the complete content supply chain, customer engagement, and brand visibility.It's doing all of this with its suite of industry-leading products like the ubiquitous <a target="_blank" rel="noopener noreferrer" href="https://cmscritic.com/products/adobe-experience-manager">Adobe Experience Manager (AEM),</a> its unified <a target="_blank" rel="noopener noreferrer" href="https://business.adobe.com/products/adobe-analytics.html">Adobe Analytics</a> suite, and the recently launched <a target="_blank" rel="noopener noreferrer" href="https://business.adobe.com/products/brand-concierge.html">Adobe Brand Concierge</a> for creating interactive, AI-powered conversational journeys.Adding Semrush to this puzzle brings the picture into sharp relief, giving marketers a holistic view of how their brands appear across the new frontier of LLMs, as well as owned channels, legacy search, and the broader web. It also gives them more control over managing their visibility across the entire ecosystem. “Brand visibility is being reshaped by generative AI, and brands that don’t embrace this new opportunity risk losing relevance and revenue,” said <a target="_blank" rel="noopener noreferrer" href="https://www.linkedin.com/in/achakravarthy/">Anil Chakravarthy,</a> president of Adobe’s Digital Experience Business. “With Semrush, we’re unlocking GEO for marketers as a new growth channel alongside their SEO, driving more visibility, customer engagement and conversions across the ecosystem.”<h3 id="cmos-need-better-tools-to-master-ai-search">CMOs need better tools to master AI search</h3>The Chief Marketing Officer’s job has always been a little cursed. Often a revolving door of talent that lives and dies by the numbers, it has recently grown a bigger backbone when it comes to strategic performance. What's at stake? Pretty much everything. Enterprises are relying on marketing to deliver the goods at a breakneck pace. Meanwhile, CMOs are expected to make sense out of metric tons of data from a wide range of sources and tools – and make actionable decisions that drive growth. It's a tough racket, and forget the fact that a CMO's marketing team is also being challenged by cognitive overload. While brand equity and visibility are key, CMOs face a reckoning with results. According to a report from NIQ, <a target="_blank" rel="noopener noreferrer" href="https://www.businesswire.com/news/home/20251118947080/en/CMOs-Face-a-Reputation-and-Results-Reckoning-According-to-NIQs-2026-Outlook">84% of CMOs now prioritize ROI</a> as their primary metric for budget allocation, signaling pressure to drive short-term conversion over long-term brand growth.And driving those conversions is search. <a target="_blank" rel="noopener noreferrer" href="https://cmscritic.com/products/google-cloud-platform">Google</a> still crushes AI answer engines like <a target="_blank" rel="noopener noreferrer" href="https://chatgpt.com/">ChatGPT</a> and <a target="_blank" rel="noopener noreferrer" href="https://www.perplexity.ai/">Perplexity</a>, maintaining roughly 90% of the global search market share. Google’s traffic has continued to increase into 2025 due in part to its new <a target="_blank" rel="noopener noreferrer" href="https://gemini.google/overview/">Gemini-powered AI Overviews</a> and <a target="_blank" rel="noopener noreferrer" href="https://search.google/ways-to-search/ai-mode/">AI Mode</a> features.But the landscape is starting to shift. ChatGPT’s adoption has been downright mindboggling, reaching 100 million users within two months of launch, making it the fastest-growing consumer app ever. By late 2024, it was reportedly logging around 1 billion interactions per day. By one account, it could <a target="_blank" rel="noopener noreferrer" href="https://ttms.com/llm-powered-search-vs-traditional-search-2025-2030-forecast/">surpass Google by 2028,</a> and new data from <a target="_blank" rel="noopener noreferrer" href="https://business.adobe.com/blog/adi-october-2025-holiday-shopping-actuals">Adobe Analytics</a> showed that traffic from generative AI sources to U.S. retail sites increased by 1,200% year-over-year in October.As consumers increasingly turn to answer engines for information, recommendations, and purchase decisions, CMOs need tools that address generative AI platforms so they can enhance their visibility across these new customer interfaces and drive conversions. Organizations that invest in GEO – alongside their SEO capabilities – are poised to keep their brands well-represented, more easily discovered, and trusted across owned and earned channels.<h3 id="a-legacy-of-seo-innovation-with-a-new-focus-on-geo">A legacy of SEO innovation with a new focus on GEO</h3>Semrush is the gold standard in SEO. It provides a deep cache of rich information, from competitive insights to keyword research to campaign planning. It’s also incredibly intuitive and accessible, with many third-party platforms surfacing Semrush data in their analytics dashboards. For more than ten years, Semrush has armed marketers with “traditional” search engine optimization capabilities. But its recent gains in the development of GEO capabilities – specifically with its <a target="_blank" rel="noopener noreferrer" href="https://www.semrush.com/ai-seo/">AI Visibility Toolkit</a> – are helping brands enhance visibility, expand audience reach, and remain discoverable in AI search. The good news for marketers is that the core principles of SEO also apply to GEO. Translation: They work together, and you don’t need to abandon your SEO strategy to build your presence across the AI engines. AI assistants provide helpful and (hopefully) accurate information to users, and they pull that information from the same internet your SEO-focused content lives on. Generally speaking, the more your brand is associated with the topics you want to focus on, the more likely it is to be referenced in an AI-generated answer.The combination of Adobe and Semrush could be a catalyst for even greater insight across both the SEO and GEO channels. Marketers need both, and Adobe's consolidation will likely benefit both competencies. “Adobe is an industry leader in helping marketers create personalized customer experiences at scale. With the advent of LLMs and AI-driven search, brands need to understand where and how their customers are engaging in these new channels,” said <a target="_blank" rel="noopener noreferrer" href="https://www.linkedin.com/in/williamrwagner/">Bill Wagner,</a> chief executive officer of Semrush. “This combination provides marketers more insights and capabilities to increase their discoverability across today’s evolving digital landscape.”From a performance standpoint, Semrush has been bringing the rain. <a target="_blank" rel="noopener noreferrer" href="https://increv.co/academy/semrush-users/">As of last year,</a> it boasted nearly 1.2 million users with annual revenue of over $300 million. In its most recent quarter, it drove 33% year-over-year ARR growth in its enterprise customer segment, earning the trust of industry leaders like Amazon, JPMorganChase, and TikTok.It’s worth noting that Semrush does have a large cohort of free-tier users (by one estimate, it represents as much as 90% of its base). This speaks to the company’s commitment to deliver value while building a strong SaaS pipeline to future paid users. Will Adobe maintain that? Only time will tell, but it’s a great example of a “Big Give” that works.<h3 id="the-verdict">The verdict</h3>GEO is becoming a crucial objective for brands and their marketing teams. This is a non-negotiable requirement of their modern tooling, and will inform the decision-making as they assess technologies to light these dark alleyways in their marketing intelligence.  Semrush and its peers might be innovating on the edge, but we’re still in catch-up mode. Every day could be another <a target="_blank" rel="noopener noreferrer" href="https://greylock.com/greymatter/the-deepseek-moment/">DeepSeek moment</a> of change, threatening to send practitioners back into a well of shadows when it comes to LLM behaviors. As such, having the scale and skunkworks that Adobe provides could inject more value into the GEO roadmap, giving enterprises greater confidence around the futureproofing.This isn't “guesttimation” for me. I’ve personally relied on Semrush for years to analyze competitors, test longtail keywords, identify and root out toxic backlinks, and more. It’s a fantastic tool, and that’s why I think this is a smart move. Semrush is a solid, long-standing brand that’s built deep trust with its community, and that brand loyalty could benefit the transition to Adobe – a shift that hasn’t always been easy on cultures or communities.Is it worth the bucks? As far as the tendered deal is concerned, the math around multiples appears sound and reflects what we’re seeing elsewhere (early to say if it’s a steal or a deal). While the numbers aren’t as mammoth, 2025 has been a solid year for M&amp;A, tracking a <a target="_blank" rel="noopener noreferrer" href="https://www.reuters.com/business/global-ma-activity-up-10-first-nine-months-2025-study-shows-2025-10-28/">10% increase in overall activity</a> in the first nine months of the year. A lot of that has been led by tech and specifically AI-related acquisitions, but the martech realm has been active, starting with the <a target="_blank" rel="noopener noreferrer" href="https://cmscritic.com/contentstack-just-acquired-lytics-a-real-time-customer-data-platform-heres-why-it-matters">purchase of the Lytics CDP</a> by <a target="_blank" rel="noopener noreferrer" href="https://cmscritic.com/products/contentstack">Contentstack</a> in January of this year.Competitive pressure is a clear driver. As players like Optimizely and <a target="_blank" rel="noopener noreferrer" href="https://cmscritic.com/products/sitecore">Sitecore</a> expand their agentic AI features and evolve what a complete martech stack looks like, GEO capabilities are becoming front and center. And as the research indicates, conversions are going to be the key metric for ROI – and AI search is becoming a bigger piece of the integrated pie. What’s next? A lot. With the introduction of <a target="_blank" rel="noopener noreferrer" href="https://openai.com/index/buy-it-in-chatgpt/">ChatGPT’s Agentic Commerce Protocol,</a> we’re now seeing the potential for more retail transactions shifting to LLMs – creating even greater urgency for brands to elevate their presence across these channels. As we look ahead to the agent-to-agent frontier powered by <a target="_blank" rel="noopener noreferrer" href="https://modelcontextprotocol.io/docs/getting-started/intro">MCP,</a> it’s fair to predict that these buying motions will be faster and increasingly automated.Look, there’s more here than just broadening the scope of Adobe’s marketing intelligence. It’s a signal that the race is on to shape the customer experience within the generative AI horizon – and giving marketers the best tools to meet the moment.Enterprises want composable solutions that offer adjacent integrations but include purpose-built features to help them address the immediate challenges of the AI era. And they can’t wait for tomorrow – they have to act today. That’s what Adobe is delivering: the promise of speed and scale for an agentic world.Can you feel the rush? <hr /><h3 id="upcoming-events">Upcoming Events</h3> <img style="width:29.67%" src="https://cmscritic.com/ms-content/uploads/2025/10/image-1761136749603.png" /><h4 id="live-webinar:-can-we-ever-get-composable-without-complexity?"><a target="_blank" rel="noopener noreferrer" href="https://umbraco.com/webinar-cmscritic">Live Webinar: Can We Ever Get Composable Without Complexity?</a></h4>November 20, 2025 – 6 PM (CET) / 5 PM (GMT) / 12 PM (EST)Composable architecture promised to simplify digital experience creation by giving organizations the flexibility to combine the technologies that met their needs. But for many enterprises, it’s done the opposite, which has led to complex integrations, spiraling costs, and what some are now referring to as composable regret. In this live conversation, Umbraco CEO Mats Persson joins Matt Garrepy, Chief Content Officer at CMS Critic, for a candid exploration of what went wrong in the first wave of composable and what needs to change. <a target="_blank" rel="noopener noreferrer" href="https://umbraco.com/webinar-cmscritic">Register for the webinar.</a> <img style="width:29.08%" src="https://cmscritic.com/ms-content/uploads/2025/10/image-1761594434824.png" /><h4 id="typo3-conference-2025"><a target="_blank" rel="noopener noreferrer" href="https://t3con.typo3.com/">TYPO3 Conference 2025</a></h4>November 25–27, 2025 – Düsseldorf, GermanyT3CON is the premier annual event for web professionals, developers, marketers, and decision-makers. Much more than just a TYPO3-focused conference, T3CON spotlights the latest trends, innovations, and leaders shaping the future of content management, covering everything from grassroots initiatives to new technologies, strategies, and success stories. The event is designed to empower businesses and organizations with the knowledge and tools they need to thrive in the evolving digital landscape. The conference culminates in an awards ceremony celebrating the best TYPO3 projects across various industries. <a target="_blank" rel="noopener noreferrer" href="https://t3con.typo3.com/">Get your ticket.</a> <img style="width:31.44%" src="https://cmscritic.com/ms-content/uploads/2025/08/cms-kickoff-2026-logo.png" alt="" /><h4 id="cms-kickoff-2026"><a target="_blank" rel="noopener noreferrer" href="https://www.boye-co.com/conferences/cmskickoff26">CMS Kickoff 2026</a></h4>January 13-14, 2026 – St. Petersburg, FLMeet industry leaders at our fourth annual CMS Kickoff – the industry's premier global CMS event. Similar to a traditional kickoff, we reflect on recent trends and share stories from the frontlines. Additionally, we will delve into the current happenings and shed light on the future. Prepare for an unparalleled in-person CMS conference experience that will equip you to move things forward. This is an exclusive event – space is limited, <a target="_blank" rel="noopener noreferrer" href="https://www.boye-co.com/conferences/cmskickoff26">so secure your tickets today.</a>

Feel the GEO Rush: Adobe to Acquire Semrush for $1.9B to Enhance AI Search

matt-garrepy

<hr /> I got the Salesforce Blues… Even Slack can't pick me up… I got the Salesforce Blues… Is Informatica outta luck?Oh, <a target="_blank" href="https://cmscritic.com/products/salesforce">Salesforce</a>. Even legendary blues disciple <a target="_blank" href="https://en.wikipedia.org/wiki/Robert_Johnson">Robert Johnson</a> couldn’t pen a sadder tune about these troubled waters. What did you ever do to deserve this reaction?Before we discuss any “deals with the devil” or take riders to Rosedale, let’s review what we know (and don’t know). Things started brewing last Friday when the <a target="_blank" href="https://www.wsj.com/tech/salesforce-in-advanced-talks-to-buy-informatica-ba9ec09c?mod=tech_lead_pos3">Wall Street Journal</a> first reported that the CRM giant was in early talks to buy <a target="_blank" href="https://www.informatica.com/">Informatica</a>, a leader in the data management software space. For context: Informatica’s tools provide advanced data quality and integration capabilities, helping businesses enhance the value of their data for business, IT, marketing, and commerce applications. This includes stuff like APIs, cloud modernization, Customer 360 solutions, and a whole lot more.On Monday, when word hit the street, <a target="_blank" href="https://qz.com/salesforce-informatica-deal-11-billion-1851411069">Salesforce stock tumbled 7.3%</a>. Informatica, likewise, was off by 6.5%. Salesforce recovered a bit today, but the axe fell deep – and swiftly. But it's too early to draw conclusions. It's no secret that Salesforce has been expanding and diversifying its ecosystem. When I reflected last week on <a target="_blank" href="https://cmscritic.com/is-google-adding-the-letters-crm-to-its-alphabet-soup-ask-hubspot">Google’s dalliance with buying HubSpot</a>, I also noted how Salesforce is entangled in the gravitational influence of the leading cloud providers – where <a target="_blank" href="https://cmscritic.com/products/aws">AWS</a>, <a target="_blank" href="https://cmscritic.com/products/microsoft-azure">Microsoft</a>, and <a target="_blank" href="https://cmscritic.com/products/google-cloud-platform">GCP</a> present a celestial three-body problem.Over the years, Salesforce has evolved CRM through its own sales lens, adding tools like marketing automation, commerce, CMS, analytics, and a whole host of technologies that make its cloud more attractive and “sticky” to enterprises. Central to it all is data, the currency of business, and an area that’s being threatened by the <a target="_blank" href="https://www.forbes.com/sites/forrester/2024/01/16/google-commits-to-third-party-cookies-deprecation-in-2024/?sh=a8d8e14245af">deprecation of cookies</a> and an evolving consumer privacy landscape. When it comes to an acquisition of this scale (at $38.48 a share, the Informatica price tag would be in the billions) there are a lot of underlying forces at play. But what presumably makes this worth all the “B’s” to Salesforce is the exploding value of AI. This is why the hunt for platforms like Informatica could be key to accelerating the injection of AI-powered capabilities into the mix. Both Salesforce and Informatica have been charging up their existing products with artificial intelligence for quite some time but really ramping up since the introduction of <a target="_blank" href="https://openai.com/">Open AI</a> and LLMs. Earlier this year, Salesforce released <a target="_blank" href="https://www.salesforce.com/news/press-releases/2024/02/27/einstein-copilot-news/">Einstein Copilot</a>, a generative conversational AI assistant for its CRM that delivers more trusted responses trained on your company’s data. Around this time last year, Informatica also released its AI-powered <a target="_blank" href="https://www.informatica.com/about-us/news/news-releases/2023/05/20230509-informatica-expands-its-intelligent-data-management-cloud-with-innovations-led-by-claire-gpt-industrys-first-generative-ai-powered-data-management-platform.html">Intelligent Data Management Cloud</a>, which included its novel <a target="_blank" href="https://www.informatica.com/about-us/claire.html">CLAIRE GPT</a> – providing the industry’s first generative AI solution within a data management platform. And so here we are, waiting to see if Salesforce starts Travis-picking with another big gamble. The talks are merely at the advanced stage, but they could represent a major move for both companies and send ripples across the CRM and cloud landscape.  <h3 id="so-why-are-investors-singin’-the-blues?-">So why are investors singin’ the blues? </h3>Play it again, Sam…It’s a song as old as time, because Salesforce has been around forever – and given its track record with its most recent acquisitions, it’s clear that the street is feeling a bit uneasy about another big-ticket purchase that doesn’t pay off in big dividends. Just to jog your memory: when Salesforce touted its breathtaking $28 billion acquisition of Slack in 2020, CEO Mark Benioff proclaimed it was a <a target="_blank" href="https://www.theinformation.com/articles/how-slacks-marriage-to-salesforce-crumbled">“match made in heaven.”</a> It didn’t take long for things to sour – from a visible rift between Benioff and Slack CEO Stewart Butterfield, to real skepticism that sales could be increased by bundling and integrating Slack with other products.To be clear, there are multiple Slack integrations with Salesforce, from basic connectors for admins to Service Cloud and Tableau. You can also build custom notifications, which is pretty handy. OK, so it works. But by all measures, it hasn’t been a windfall. And paying 26 times Slack’s future revenue was just one painful reality playing out over the last two years. The other was fighting the <a target="_blank" href="https://cmscritic.com/is-google-adding-the-letters-crm-to-its-alphabet-soup-ask-hubspot">growing “Cloud War” with Microsoft</a>, its former rival for Slack and persona non grata around Salesforce HQ. As competition betwixt Dynamics 365 and other downstream systems ensued, Salesforce was feeling pressure to innovate, scale, and make up ground for a colossal misstep. And things are getting precarious from an accountability perspective. <a target="_blank" href="https://www.reuters.com/technology/salesforce-is-advanced-talks-buy-informatica-wsj-reports-2024-04-13/">According to Reuters</a>, Salesforce has been under the gun since early last year, when a pod of activist investors – including ValueAct Capital and Elliott Management – started raising flags around the company’s strategy. This included a quest for changes in management, but it might also be the fire that lit leadership into action around the company's next strategic venture.Buying Informatica at the proposed price will make this the biggest acquisition for Salesforce since the Slack debacle. Not to say that all previous purchases have missed the mark. <a target="_blank" href="https://qz.com/salesforce-informatica-deal-11-billion-1851411069">According to Quartz</a>, Salesforce has purchased over 70 companies since 2006. Some of those must have turned out to be winners, right? Right?Well, that’s exactly what investors are weighing. Even though 2023 was a year of austerity for the CRM king’s unabated “expansion by acquisition,” some major purchases prior to Slack are still rattling the market’s rib cage. In 2019, it went hog-wild with Tableau – spending <a target="_blank" href="https://www.bloomberg.com/news/articles/2023-01-05/salesforce-crm-guts-tableau-after-spending-15-7-billion-in-2019-deal">$15.7 billion</a> for the analytics visualization platform. A year earlier, it dropped <a target="_blank" href="https://groovetechnology.com/blog/why-did-salesforce-acquire-mulesoft/">$6.5 billion</a> for Mulesoft – arguably the leading API development and integration platform. On the surface, these purchases seemed to serve ostensibly ambitious goals: Salesforce wanted to enrich customer data and expand its marketplace with API-powered interoperability. But just as with Slack, Salesforce gutted both platforms after the deals were closed, laying off sizeable portions of their respective teams. With Tableau, a major reorg last year signaled that the acquisition might not be living up to its expectations. Maybe not the best way to handle your multi-billion-dollar purchases. But that’s another song on the record. <h3 id="why-it-matters">Why it matters</h3>As the tale goes, Robert Johnson <a target="_blank" href="https://www.rockhall.com/inductees/robert-johnson#:~:text=Legend%20has%20it%20that%20Robert,the%20first%20ever%20rock%20star.">sold his soul</a> to the devil at a crossroads in Cleveland, Mississippi in exchange for a mastery of the guitar. Regardless of what you believe, his talent was unrivaled at the time – and he might have been the first rock star ever. Like the blues legend, Salesforce was unquestionably the first rock star of CRM. Sure, it was flanked by contemporary pioneers like <a target="_blank" href="https://www.goldmine.com/">Goldmine</a> and <a target="_blank" href="https://www.maximizer.com/">Maximizer</a>, but it was Mark Benioff’s vision of “The End of Software” that really blew people’s minds and established a revolutionary foothold for the category. And it was rock 'n roll all the way to the top.It’s true what they say: some stars burn bright and fade into obscurity. That’s not the case here, but market-leading entities like Salesforce do lose their luster as innovators and disruptors when the accouterments of success begin to weigh things down. There’s no doubt that Salesforce has made some, shall we say, miscalculations when feeding its voracious M&amp;A appetite. That might seem obvious on the frontend relative to the inflated price tag for Slack. But the real misstep is the mismanagement of the potential. Reorgs and layoffs aside, it seems that no one had a real plan for what to do after it won the race.Still, Salesforce got to its Gleaming Tower on the Bay because it has continued to nurture its core business – and I’m certain it has a few more tricks up its sleeve. Case in point: aligning with AWS to build a beachhead against Microsoft via its Marketplace. The Informatica acquisition could also be more tacitly aligned with Salesforce, building on market longevity and proven enterprise relationships. Like Salesforce, Informatica’s no spring chicken – it was founded in 1993, six years before Benioff left Oracle to build his new kingdom.Also on the plus side: it looks like a good buy from a revenue and market share perspective. Informatica’s stock has been performing well since the launch of its AI features, up 43% this year. With 5,000 active customers and 6,000 employees, it could present a more profitable catch – as long as the multipliers hold steady.At the end of the day, the cloud plays big in any decision, for reasons already mentioned (vis-à-vis the "Cloud Wars”). The next big hurdle in cloud adoption and management is optimization, fueled by actionable data insights. If Salesforce can complement its core services with greater access to data innovation and cloud modernization services – coupled with even greater API integration and data quality capabilities – it might have a real winner on its hands.And of course, there’s AI. Informatica’s CLAIRE GPT leverages unified metadata intelligence to enhance data discovery up to 100x faster and unlock new levels of productivity. Automation is becoming increasingly important as brands amass huge amounts of data across billions of transactions and data integration jobs. This is work humans can’t do – and its CRM ecosystem could certainly benefit from. After a long drought of M&amp;A activity, 2024 is looking to be a year of potentially epic dealmaking. This move by Salesforce is a clear signal that sentiment is improving. That said, Jamie Dimon of JPMorgan <a target="_blank" href="https://finance.yahoo.com/news/jpmorgan-ceo-dimon-says-market-181040250.html">maintains caution</a> as the outlook is compounded by a confluence of outside factors – namely a Presidential election in the U.S. and continued global conflicts that could impact supply chains. In other words, we just don’t know. It’s hard to weigh in fully on speculation, but with so much percolating across the tech sector, it’s important to keep our eyes on what’s really happening. Salesforce is a critical part of almost every enterprise stack, and a key one for CMS and DXP platforms (heck, Salesforce has shown up as a DXP for Gartner). Improving data management could be a pro for customers on multiple levels. Of course, the Blues can be unpredictable – and sometimes, you don’t start singin' 'til the deal is done. Let’s hope the devil isn’t involved.   <hr /><h3 id="upcoming-conferences">Upcoming conferences</h3> <img style="width:29.67%" src="https://cmscritic.com/ms-content/uploads/2024/01/cms-connect-2024-logo.png" alt="CMS Connect 24 logo" /><h4 id="cms-connect-24"><a target="_blank" href="https://www.boye-co.com/conferences/cmsconnect24">CMS Connect 24</a></h4>August 6-7, 2024 – Montreal, CanadaWe are delighted to present our first annual summer edition of our prestigious international conference dedicated to the global content management community. Join us this August in Montreal, Canada, for a vendor-neutral conference focused on CMS. Tired of impersonal and overwhelming gatherings? Picture this event as a unique blend of masterclasses, insightful talks, interactive discussions, impactful learning sessions, and authentic networking opportunities. <img style="width:29.58%" src="https://cmscritic.com/ms-content/uploads/2024/01/cms-kickoff-2025-logo.png" /><h4 id="cms-kickoff-25"><a target="_blank" href="https://www.boye-co.com/conferences/cmskickoff25/tickets">CMS Kickoff 25</a></h4>January 14-15, 2025 – Tampa Bay Area, FloridaJoin us next January in the Tampa Bay area of Florida for the third annual CMS Kickoff – the industry's premier global event. Similar to a traditional kickoff, we reflect on recent trends and share stories from the frontlines. Additionally, we will delve into the current happenings and shed light on the future. Prepare for an unparalleled in-person CMS conference experience that will equip you to move things forward. This is an exclusive event – space is limited, so secure your tickets today.

The Salesforce Blues? Why investors are singing a sad song about a deal to buy Informatica 

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Feel the GEO Rush: Adobe to Acquire Semrush for $1.9B to Enhance AI Search

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