The software giant will conduct $25 billion worth of accelerated share repurchases after management previously signaled that ...
However, for Salesforce, the record share buyback might not be enough to get the stock out of the software penalty box. “We sense that investors are eagerly awaiting a growth reacceleration and until ...
Salesforce reported Q4 revenue of $11.2B, with 12% growth. Agentforce ARR surged 169% to $800M, unveiled a $50B buyback despite FY27 guidance.
Not all enterprise software moats are created equal. That’s the framework analyst Biel laid out recently when assessing which software companies can actually survive the AI wave, and which ones just ...
Non-GAAP Financial Measures: This press release includes information about non-GAAP operating margin, non-GAAP net income per share, non-GAAP tax rates, free cash flow, constant currency revenue and ...
This discount reflects both the company's maturity and broader market anxieties that AI agents could potentially disrupt traditional SaaS subscription models, thereby pressuring Salesforce's core ...
Non-GAAP Financial Measures: This press release includes information about non-GAAP operating margin, non-GAAP net income per share, non-GAAP tax rates, free cash flow, constant currency revenue, ...
Current remaining performance obligation of $35.1 billion, up 16% year-over-year ("Y/Y") and 13% in constant currency ("CC"), including 4pts Informatica contribution Remaining performance obligation ...