Can anyone comment on Salesforce future as a company? It seems like they've topped out as a sales tool. I doubt people are going to use their 'IoT Cloud'.
https://en.wikipedia.org/wiki/Salesforce_Marketing_Cloud
All the big analytics/ad tech/ESP players are trying to own this space, and unfortunately none of them do it very well because it is largely bolt-ons of various products cobbled together into a frankenstein "marketing cloud" that they can then charge ridiculous enterprise services fees to setup and maintain, and has tons of vendor lock-in (the real long-term play).
Personally, while there are advantages to consolidating in some cases (the DoubleClick search/display stack works well for many as one example), I worry that many of these companies are losing focus on their core competency as a result.