Salesforce (CRM) backed out of a deal to acquire Informatica in April of this year after the two sides couldn't agree on terms, a deal that was estimated to be worth over $11.4 billion,

Third Bridge analyst Charlie Miner joins Market Domination Overtime to give insight into the deal and the prospects of another M&A deal with Salesforce.

"The data cloud has become their number two priority after AI right now, I certainly think there are gaps in it. It's a pretty immature product. It's still under half a billion in ARR (Annual Recurring Revenue). So a lot of runway to go both in terms of growth and product development there. I think that M&A is going to come back. This is a company that's grown on the back of M&A, says Miner."

For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime.

This post was written by Nicholas Jacobino