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No Official Price Tag Yet for Wednesday’s Global Salesforce Outage, But Here’s How the Costs Could Add Up

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Salesforce has bought word processing startup Quip for $582 million. Here, a woman stands near a Salesforce sign during the company's annual Dreamforce event, in San Francisco, Nov. 18, 2013.

SAN FRANCISCO — Salesforce Inc. has not disclosed a dollar estimate for how much Wednesday’s global service outage cost the company or its customers, and no independent analyst had published a specific figure as of Wednesday afternoon, leaving the financial toll of the disruption an open question even as the technical incident itself has been resolved.

The outage began around 7:50 a.m. UTC, roughly 3:50 a.m. Eastern time, according to Salesforce’s own status page, and affected customers across all three of the company’s operating regions, with reports of disruption spanning the United States, United Kingdom, Germany, France, India and Japan. Salesforce said the root cause traced to an internal login service, where incoming requests were stalling while waiting for a response, consuming available server resources and cascading into broader access failures across the platform. The company said it validated a fix on a test instance and began rolling it out fleetwide by roughly 10:56 a.m. UTC, with independent monitoring services logging the core disruption at around four hours and 22 minutes, though shorter, related incidents continued to appear on the company’s status tracker later in the day.

Quantifying the financial impact of a cloud outage like Wednesday’s is notoriously difficult, and companies rarely disclose precise figures even after an incident is fully resolved. Unlike a factory shutdown or a single retailer’s website going dark, Salesforce’s customer relationship management platform underpins day-to-day operations for a vast and varied customer base, one that Salesforce itself has described as including major global companies such as Amazon, Walmart, Coca-Cola, Toyota and IBM. An outage affecting that platform generates costs on at least two separate ledgers: the direct hit to Salesforce’s own business, largely through service-level agreement credits and reputational damage, and a far larger, harder-to-measure set of costs borne by the customers who rely on Salesforce to run sales, service and marketing operations.

Salesforce’s own scale offers one way to think about the stakes involved, even without a specific outage-cost figure attached. The company reported fiscal second-quarter revenue of $11.35 billion, up 11% year-over-year, with full-year revenue guidance raised by $200 million following that report. Spread across a full fiscal year, that revenue run rate implies Salesforce generates tens of millions of dollars in revenue on a typical day, though a service disruption does not translate directly into lost revenue on a one-to-one basis, since most Salesforce customers pay through annual or multiyear subscription contracts rather than per-use billing, meaning a several-hour outage does not necessarily reduce the total amount Salesforce ultimately collects from an affected customer.

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The more significant financial exposure from an incident like Wednesday’s typically falls on Salesforce’s customers rather than on Salesforce itself. Businesses that rely on the platform for order processing, customer service ticketing, sales pipeline management and marketing automation can face lost productivity, delayed transactions, and in some cases direct revenue loss if the outage prevents customer-facing sales or support functions from operating during the disruption window. Because those costs are dispersed across thousands of individual Salesforce customers rather than concentrated at Salesforce itself, they are rarely aggregated into a single public estimate, and no such aggregate figure had been published in connection with Wednesday’s incident as of the most recent available reporting.

The timing of Wednesday’s outage added a further layer of reputational, if not directly quantifiable, cost. The disruption struck on the second day of Dreamforce, Salesforce’s flagship annual conference in San Francisco, an event expected to draw more than 40,000 in-person attendees and more than 200,000 additional registrants online, with more than 400 sessions this year built around Salesforce’s push into AI-driven “Agentic Enterprise” software. An outage occurring in the middle of an event explicitly designed to showcase the platform’s reliability to customers, prospects and partners carries a cost in credibility and marketing impact that is difficult to translate into a specific dollar figure, even if it does not appear directly on Salesforce’s income statement.

Financial markets offered one immediate, if imperfect, gauge of investor sentiment following the outage. Salesforce shares had already closed Tuesday at $255.65, down 1.46% from Monday’s close of $259.43, a decline that occurred before the outage began and therefore cannot be attributed to the incident itself. Shares slipped a further roughly 0.5% in Wednesday premarket trading, changing hands around $254.40, though broader market conditions, including anticipation ahead of the Federal Reserve’s interest rate decision, were also weighing on technology stocks more broadly that morning, making it difficult to isolate how much of Wednesday’s modest share price movement, if any, reflected the outage specifically.

Wednesday’s disruption was not an isolated event in Salesforce’s recent history. The company has experienced a series of significant outages over the past year and a half, including a June 2025 incident that took its Heroku platform-as-a-service offline for more than six hours alongside disruptions to Commerce Cloud, Marketing Cloud, Tableau, Service Cloud and MuleSoft, and an earlier four-day disruption that crippled core customer service functions including Email-to-Case and Web-to-Case features. None of those prior incidents resulted in a publicly disclosed cost estimate either, consistent with the broader industry pattern of treating outage costs as commercially sensitive or simply too diffuse to calculate with precision.

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Absent an official disclosure from Salesforce or a published third-party analysis, the true financial toll of Wednesday’s outage, spanning lost productivity across its global customer base, any service credits owed under customer contracts, and the harder-to-quantify reputational cost of the disruption occurring during Dreamforce, is likely to remain an estimate rather than a confirmed figure, unless Salesforce chooses to address the matter directly in a future earnings call or regulatory filing.

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NASCAR CEO discusses recent success, possible international expansion

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NASCAR CEO discusses recent success, possible international expansion
CNBC Sport: NASCAR CEO Steve O’Donnell on global growth, the future of racing and Tom Cruise

NASCAR CEO Steve O’Donnell said the company has seen “a lot of momentum” after a challenging few years, touting NASCAR’s presence on multiple streaming platforms and the recently announced sequel to “Days of Thunder” as opportunities to raise the company’s profile.

The auto racing company CEO, in an interview with CNBC’s Brian Sullivan, credited the company’s growing popularity among a younger audience, in part, to its ability to connect with fans online.

“The media partners are just the foundation of the sport [that] help us grow,” he told CNBC.  

NASCAR content is available through streaming, cable and digital platforms across Fox, Comcast’s NBC, Versant’s USA Network, Warner Bros. Discovery’s TNT Sports and Amazon Prime Video, thanks to seven-year media rights agreements — worth an estimated $7.7 billion, according to various media reports.

When asked whether the patchwork nature of exclusive streaming rights to races would confuse viewers, O’Donnell said the breadth was actually a benefit.

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“For us [it’s] how many front doors can we give to a fan to come through and experience NASCAR, and we used to just be maybe on one or two networks,” he said. “And as you look at where media is going long-term, we realized to get younger we needed to try some different things, go where some of the younger fans are maybe watching or just tuning in for a couple minutes.”

The release of “Days of Thunder 2,” the sequel to the 1990 hit, will be another way to reach new fans, O’Donnell said. Tom Cruise will be reprising his role as Cole Trickle, a NASCAR driver, with Anne Hathaway set to co-star. The Paramount film is slated to premiere in summer 2028, Cruise announced on social media.

O’Donnell said Cruise recently visited NASCAR headquarters in Daytona Beach, Florida, and believes that the sequel will bring new audiences to the league.

“He could not have been more enthusiastic,” O’Donnell told CNBC. “Tom’s No. 1 message to us: He’s like, ‘You got to be ready because I’m going to put people [on], and they’re going to know what NASCAR’S about.’”

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NASCAR CEO Steve O’Donnell during the Power Players New York event, Sept. 10, 2026.

Michael Nagle | Bloomberg | Getty Images

Global racing league Formula 1 has notched success in recent years garnering new fans via streaming and film, including Netflix’s “Drive to Survive” docuseries and Apple’s “F1” movie, which premiered in 2025.

The Brad Pitt blockbuster became Apple’s highest-grossing film.

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Similarly, “Ford v Ferrari,” a biopic about a legendary team of British and American race-car drivers, became one of the highest-grossing original movies of 2019.

And while NASCAR seeks to grow its reach domestically, O’Donnell said that he is “absolutely” open to international expansion.

The league currently races only in the U.S. and Mexico but is weighing options for additional international locations.  

O’Donnell said that brand awareness must be established internationally before plans for future race locations can be solidified.

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“I don’t want to just export a race and plop it somewhere,” O’Donnell said. “We want to build the culture so that when you go to a race, if we’re in Europe, you know, hey, that’s the NASCAR experience.”

O’Donnell was named CEO in April, replacing Jim France and becoming the league’s first CEO outside the founding family.

Disclosure: Versant Media Group is the parent company of CNBC.

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Okta: Just Another Overpriced Story Stock Within Cybersecurity (NASDAQ:OKTA)

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Movie Clapperboard Storytelling Concept

This article was written by

Thematic. Top down. I often find the theme before I find the stock. My philosophy is that themes are often born quiet and die loud. I try to catch them while they’re still finding their voice. When the music plays, I mainly chase pockets that rhyme with growth, momentum, perception shifts, and sometimes even the most absurd narratives (mostly AI-related). When the music slows and the tape deteriorates, I don’t wait around. I raise cash/rotate out, and watch for the next setup. A parabolic run may trigger a similar move. During a bull run, you won’t find much common ground between the deep value crowd and me. I liked the core ideas of deep value investors, and I briefly followed that philosophy. However, it demands patience, and the AI supercycle broke whatever patience I had left. The market changed, and so did I. My style is not set in stone. I’m mostly long when the music is playing. When it stops/slows down, I may dabble with shorts via put options, although it’s not my forte. My style is highly speculative. I have a high risk tolerance that most rational investors would find alarming. I don’t have a favorite timeframe. That said, I trade mostly the mid-term and the short-term. I have a pathetic low six-digit portfolio, and I consider myself part of the mid to low end of the K-shaped economy. It sometimes drops to the five-digit range when life has other plans. I’ve been in the game since mid 2024, although my first dabbles with stocks (i.e., burning $100 trading accounts in a matter of days) go back to the early/mid 2010s. I have a B.Sc. in aeronautical engineering and experience as a consultant in the aerospace sector. The latter statement is not relevant to my investment style, but I thought to add it for self-indulgent purposes. I live on the wrong side of the Atlantic. The opening bell is my lunch bell. I like astrology, so I’m a follower of technical analysis (mainly trends and support/resistance/psychological levels). I also look at the fundamentals of individual names, although the theme and the macro often prevail in my decision-making. I dislike empty suits, high-level BS, deep-level BS (especially), unnecessary jargon, and self-indulgent, third-person written introductions with an air of superiority.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am not a registered investment adviser, broker, dealer, or tax professional. This article, including any comments or replies I post, reflects my personal opinions only and is provided for informational and educational purposes. Nothing I write is investment, legal, tax, or financial advice, or a personalized recommendation to buy, sell, hold, or short any security. My views may change without notice. Nothing I write is tailored to any reader’s objectives, financial situation, risk tolerance, or portfolio. Investing involves risk, including possible loss of principal. Readers should conduct their own research and consult a qualified professional before making investment decisions.

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Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Kaynes Tech, Syrma SGS, MosChip, others rally up to 10% as PM Modi set to inaugurate Semicon 2026

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Kaynes Tech, Syrma SGS, MosChip, others rally up to 10% as PM Modi set to inaugurate Semicon 2026
Shares of Kaynes Technology India, Syrma SGS Technology, MosChip Technologies, among others gained up to 10% on Thursday as investor attention turned to India’s semiconductor ecosystem ahead of Prime Minister Narendra Modi’s inauguration of the fifth edition of Semicon India 2026.

The event is set to showcase the country’s semiconductor value chain, spanning materials, equipment and chip design to fabrication, advanced packaging, electronics and systems.

Kaynes Technology rose 5% to an intraday high of Rs 3,563 on the BSE, while Syrma SGS Technology gained 10% to Rs 1,658 per share. MosChip Technologies also advanced more than 6% to Rs 212 per share.

Why are semiconductor stocks rising?

Kaynes Technology India is establishing a semiconductor manufacturing facility in Gujarat with an investment of Rs 3,307 crore, focused on wire-bond interconnect and substrate-based packages. The facility is expected to have capacity to produce more than 6.33 million chips per day.
Syrma SGS, meanwhile, is part of the broader electronics manufacturing ecosystem that could benefit as India pushes for greater domestic component manufacturing and localisation. The company has also recently received approval for a Rs 60 crore coil manufacturing project under the Electronics Components Manufacturing Scheme, while it has been expanding its EMS footprint through partnerships and new facilities.

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MosChip is a semiconductor and product engineering company that designs custom computer chips and smart electronic systems.
India’s semiconductor sector has attracted $1.4 billion in all-time equity funding across 281 funded companies, with nearly half of this amount – $701 million – raised since 2025 alone, according to data from Tracxn.The growing investor interest comes as India attempts to build a semiconductor ecosystem beyond chip design and electronics assembly.

The government launched the India Semiconductor Mission (ISM) in 2021 with a Rs 76,000 crore outlay, covering the semiconductor value chain from chip design and fabrication to packaging, testing, equipment, materials and talent.

Read more:NSE IPO Tracker: Catch all the highlights here

Semicon India 2026: What is PM Modi saying?

Prime Minister Narendra Modi on Wednesday urged global and Indian semiconductor companies to actively participate in the next phase of India’s semiconductor growth, calling for greater industry involvement in skilling, innovation and emerging technologies such as artificial intelligence and quantum computing.

Modi chaired a roundtable with leading semiconductor industry CEOs at Seva Teerth, where he stressed closer collaboration between the government and the industry as India seeks to expand its capabilities across the semiconductor value chain.

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Modi reiterated the government’s commitment to maintaining a predictable and responsive policy environment for the semiconductor sector. At the same time, he said policies would need to evolve in line with technological advances and industry requirements.

Earlier this year, the government approved Semicon 2.0 with a proposed outlay of Rs 1.27 lakh crore. The programme focuses on six areas: chip design, semiconductor equipment and materials, fabrication facilities, advanced packaging, research and development, and talent development.

Disclaimer: The views/recommendations mentioned in this article, wherever applicable, are those of the respective SEBI-registered Research Analyst/brokerage and have been reproduced/reported with due attribution. They should not be construed as the views or recommendations of The Economic Times Digital or the journalist. Readers are advised to consider the original research report and make their investment decisions based on their own assessment. Brokerage disclaimers here

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Fluence Energy, Inc. (FLNC) Q4 2026 Guidance Call Transcript

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OneWater Marine Inc. (ONEW) Q1 2026 Earnings Call Transcript