#salesforce-earnings
#salesforce-earnings

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Quarterly figures from SaaS players contradict AI doubts

Major SaaS companies like Salesforce and Workday report strong quarterly results, but investor concerns about AI's impact on subscription demand continue to pressure stock valuations despite recent modest recoveries.

from24/7 Wall St.

7 hours ago

Salesforce Crushed Earnings by 25% and Still Can't Get Any Respect

The headline story here is the EPS beat paired with genuine AI monetization. Agentforce ARR hit $800M, up 169% YoY, and combined Agentforce and Data Cloud ARR exceeded $2.9B, growing over 200% YoY. Current RPO of $35.1B, up 16%, suggests durable near-term revenue visibility.

Business intelligence

fromTechCrunch

20 hours ago

Salesforce CEO Marc Benioff: This isn't our first SaaSpocalypse | TechCrunch

Salesforce reported strong Q4 earnings with $10.7 billion revenue and $72 billion RPO, while aggressively addressing investor fears about AI agents disrupting SaaS business models through dividend increases and a $50 billion buyback program.

from24/7 Wall St.

1 day ago

Live: Will Salesforce (CRM) Breakout After Earnings?

We are raising fiscal year 2026 revenue guidance to $41.45 billion to $41.55 billion, and Q3 cRPO was exceptional, up 11% year-over-year at $29.4 billion, signaling a powerful pipeline of future revenue.