Conor Brankin

SFMC’s collapse (not even going to mention Oracle marketing cloud today….) is Braze's multi billion dollar opportunity While one MarTech giant was talking about "weakness," a focused competitor was busy eating their lunch. The Q2 earnings numbers don't just suggest a trend; they scream it. There's a five alarm fire happening at Salesforce Marketing Cloud. A mere 3% YoY growth in constant currency (Marketing AND Commerce combined) makes it the anchor dragging down the mothership, especially when you see their other clouds posting 8%, 12%, and even 16% growth. This isn't a blip; it's a death spiral in slow motion. The growth has cratered over six quarters, from 10% down to 3%. For at least the third quarter straight, Salesforce leadership had to explicitly name "weakness in marketing and commerce" as an offset to their success elsewhere. While they talked up AgentForce for Sales and Service, their marketing product was left to wither on the vine. Salesforce bundles Marketing and Commerce together, but let's do some back of the napkin math. Assume 75% of that revenue is Marketing, and 75% of that is the legacy Marketing Cloud (SFMC). No matter how you slice it, the core marketing product is likely flat, or EVEN shrinking. The narrative from the earnings call backs this up - all the exciting customer stories and innovation focus were on AgentForce for Sales/Service and the Data Cloud. Marketing felt like an afterthought. So where is that market share and growth going? Look no further than Braze. Their Q2 results are from a different universe. They posted 24% YoY revenue growth, smashing expectations and raising their full-year guidance. Even more telling, their largest enterprise customers (>\$500k ARR) grew by a blistering 27%. This isn't just growth; it's a hostile takeover of the enterprise marketing budget. This is The Great Unbundling in action, and it's happening faster than anyone predicted. Remember when everyone thought the all in one marketing cloud was the only way? Now, the smart money is no longer settling for the "good enough" module. Leaders are staging a quiet rebellion, keeping Salesforce for its world class core CRM but carving out the marketing budget for a best of breed platform that actually delivers ROI. As one analyst bluntly put it, the decline in Salesforce's M&C is likely a "positive read for SHOP + BRZE market share gains." Want even better news for Braze? Ed McDonnell started as CRO only two months ago. The real acceleration hasn't even begun. The market has spoken. The verdict is in. The only question is: which side of this disruption are you on, and what are you going to do about it? You already know which side Stitch is on.

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From day one, Uniphore has focused on solving the most complex problems for the world’s largest companies. Today, we are expanding that vision. https://lnkd.in/gi_A53_H With the acquisition of Orby AI and our intent to acquire Autonom8, we’re uniting cutting-edge research with enterprise execution to deliver Business AI at scale. These teams bring incredible expertise in Large Action Models, neuro-symbolic agents, and multi-agentic workflows. These capabilities will accelerate the Business AI Cloud and drive meaningful outcomes for our customers.

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Yesterday at the Dallas Informatica User Group, we launched Atlas — Datacolor AI’s Informatica-based MCP platform. Atlas proves that Agentic AI adoption must be built on trusted data. It orchestrates IDMC policies and quality gates, logs outcomes for full lineage, and delivers one conversational UI across Informatica, Databricks, SAP, and Salesforce — all running in the customer’s own cloud. The strong reception validates our strategy: take horizontal accelerators, align them with global platforms, and deliver repeatable enterprise value at scale. This is Datacolor’s path forward: Agentic AI + Trusted Data.

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This is an exciting acquisition at Onix - it demonstrates a deep commitment to helping customers generate near-term ROI from their AI initiatives and bringing the technology into a ready-to-scale position. It’s incredibly exciting to see just how quickly Google Cloud AI implementations are being integrated at the heart of business: the customer engagement.  The work the Onix team is doing to advance adoption, scale and generate measurable business value is setting a new pace. I'm glad to be on this journey with them! https://lnkd.in/gfqEBbjX

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Akhil Gupta, Founder of NoBroker.com, the world's largest real estate platform without brokers, explains how Google Cloud is enabling them to revolutionize property transactions. NoBroker leverages Google Cloud's AI-optimized infrastructure, including Vertex AI, Gemini models, and L4 GPUs, to automate complex real estate processes and deliver broker-free services. Sandeep Cashyap Mike Langford Karan Bajwa https://lnkd.in/ecvPBcRg

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AI is transforming work travel - powering faster bookings, rebookings, and support. But here’s the truth: when travel falls apart, people want reassurance, empathy and action. They want to feel supported. The future of business travel is human-first AI: technology for scale, humans for trust. I shared my perspective with TechNative here: https://lnkd.in/exTgEnMK.

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🧠 Strategy-First Consultants Are the Real Ops Villains You know the type. They roll in with polished decks, four-quadrant models, and a six-figure retainer. They say things like: “Let’s align on the operating cadence before we touch tooling.” “We recommend a 12-month roadmap, starting with a listening tour.” Meanwhile… ✅ Your team is drowning in duplicate workflows ✅ No one trusts the dashboard ✅ And finance is still closing the books in Excel These folks don’t integrate. They pontificate. They’ve never mapped an object model. Never configured a workflow rule. Never sat through a Salesforce sandbox refresh that broke everything. But they’ll absolutely redesign your org chart, with zero thought to the systems that support it. And when you ask, “Can we actually run this on our tech stack?” They blink. Then schedule another workshop. --- Ops doesn’t live in slide decks. It lives in systems. Hire people who can build, not just theorize. #businesssystems #revops #operations #opsmemes #fractionalflu

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At AsInt, Inc., we’re focused on helping industries reduce risk, extend asset life, and make smarter, data-driven decisions. Our blog is where we share insights, innovations, and best practices in: ✅ Asset performance ✅ Mechanical integrity ✅ Digital transformation ✅ RBI, RCM & beyond Dive into our latest posts here: https://asint.net/blog/ If your goal is reliability, resilience, and results, this is your resource. #AsInt #AssetIntelligence #DigitalTransformation #ReliabilityEngineering #IndustrialInnovation #AssetManagement

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Top Integration Products of 2025! 🏆 Prismatic – Simplifying integrations and driving seamless workflow automation 🏆 Merge – Empowering developers with unified APIs for easier integrations 🏆 SnapLogic – Streamlining data integration with intelligent automation 🏆 Paragon – Enhancing workflow integration for no-code automation across apps These innovative tools are transforming the way teams integrate, automate, and streamline processes for more efficient product development. See all the 2025 #ProddyAwards winners and discover the tools shaping the future of integration: https://lnkd.in/gfuvb7Zc #ProductManagement 

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