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Artificial intelligence agents are no longer a pilot project for Salesforce, but a key driver for the software behemoth. That was the core message Salesforce (CRM) Chair and CEO Marc Benioff delivered during the company's fiscal first-quarter 2027 earnings call on May 27. The numbers he ...
Salesforce guided second-quarter revenue below expectations as investors weighed AI disruption concerns and Agentforce growth.
<body><p>STORY: "The winners will be software companies that integrate AI into their offerings," said Kampitsis, who sees undervalued opportunities in the space.</p><p>He pointed to cybersecurity names including CrowdStrike and Palo Alto Networks as companies that are integrating AI into their offerings, saying they "represent an opportunity."</p><p>Kampitsis said another "opportunity with upside" was Salesforce, which he called an artificial intelligence company of its own.</p><p>"We think there's a lot of potential upside there for an investor looking to take a chance on a real opportunity," he said.</p><p>Salesforce forecast second-quarter revenue below Wall Street estimates on Wednesday despite a stronger-than-expected first quarter.</p></body>
Dan Shipper, founder of the AI-forward media and software company Every, is pushing back on the conventional Wall Street narrative that companies can simply replace headcount with AI to raise margins. Dan explained why he doubled his headcount in the past year on a recent episode of Lenny’s Podcast. The Headcount Paradox Shipper described a ... ‘Automation Is a Lie,’ Says AI Founder Whose Company Doubled Headcount Despite Heavy AI Use
Salesforce's recent quarterly results beat expectations, but the stock hasn't gotten a boost just yet.
Asana will incorporate Stack AI into its growing suite of AI workflow tools.
Who said momentum finally stalled? The Nasdaq was rallying 0.9% shortly after 2 p.m. ET while the S&P 500 was up 0.6%. The Dow was down 13 points, or pretty much flat. All three marked closing highs on Wednesday, but the S&P and Nasdaq were weighed down by a bit of a momentum reversal, where Wall Street sold recent winners and bought laggards.
Salesforce tops Q1 estimates as revenues rise 13% and Agentforce ARR clears $1B; outlook is raised, and a $25B accelerated buyback kicks off.
Salesforce has tightened up its hiring practices.
Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.
Snowflake (SNOW) stock is skyrocketing after the company reported quarterly earnings that beat analysts' estimates. Salesforce's (CRM) earnings also beat Wall Street's estimates, though its second quarter revenue outlook fell short. Guggenheim Securities senior research analyst and senior managing director of software, John DiFucci, joins Yahoo Finance to explain why Snowflake is surging and why Salesforce is falling flat.
Salesforce CEO Marc Benioff revealed that the $145 billion firm is keeping its engineering team slim thanks to AI—but has good news for sales workers.
Salesforce posted 13% revenue growth and lifted its FY27 outlook after reporting $1.2 billion in Agentforce ARR, up 205% year over year, offering one of the clearest public readouts yet…
Salesforce stock holds $177.51 after Q1 beat as $25 billion in new debt cuts cash flow growth and Barclays trims target to $236.
Cybersecurity stocks like CrowdStrike (CRWD), Palo Alto Networks (PANW), and SailPoint (SAIL) are in focus as Wall Street leans more bullish into the AI trade, especially around cybersecurity applications. Does the software sector still have some fight in it as these 3 stocks have seen big gains over the last month and in 2026? Yahoo Finance Executive Editor Brian Sozzi welcomes a panel consisting of Senior Reporters Brooke DiPalma and Ines Ferré and PNC Asset Management Group CIO Amanda Agati to discuss investor sentiment surrounding the software trade.
MSFT's M365 Commercial cloud jumps 19% as Copilot tops 20M seats, but shifting bookings and product growth signal a more measured outlook ahead.
DA Davidson lowered the company’s price target to $175 from $200 and kept a ‘Neutral’ rating on the stock, according to TheFly.
Snowflake (SNOW) stock is soaring by over 30% on Thursday after the company reported AI demand to have driven better-than-expected first quarter results alongside revenue growth of 33%. PNC Asset Management Group CIO Amanda Agati and Yahoo Finance Senior Business Reporters Brooke DiPalma and Ines Ferré take a closer look at the post-earnings stock reactions from Snowflake and fellow software company Salesforce (CRM).
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Salesforce Stock Falls After Earnings. Benioff Says AI Push Is Just Getting Started
The global B2C e-commerce market is expected to experience substantial growth, projected to expand from USD 7.23 trillion in 2025 to USD 33.52 trillion by 2033, reflecting a 21.7% compound annual growth rate (CAGR). This growth is driven by increased digital connectivity, advancements in mobile commerce, and improved digital payment systems, particularly benefiting emerging markets in Asia, Latin America, and Africa. The proliferation of 5G technology and the enhancement of logistics and...
The market reaction to Salesforce (CRM) centers on a mild deceleration in top-line metrics. Current remaining performance obligation (cRPO) growth cooled to 14% year-over-year from 16% in the prior quarter, while second-quarter revenue guidance of $11.27 billion to $11.35 billion fell slightly below expectations. However, focusing solely on this top-line friction misses the structural transformation taking place within the company's business model.
Salesforce has stepped up its repurchases of its own shares as investors look for revenue growth to reaccelerate in the back half of 2026.
The cloud software company reported $11.1 billion in first-quarter revenue, but its full-year outlook landed just below Wall Street expectations
Salesforce CEO Marc Benioff makes a bold move to pump up his deflated stock price.