Salesforce and ServiceNow both reported strong AI-driven growth but with different approaches. Salesforce posted $11.13 billion revenue, emphasizing its Agentforce AI platform and a $25 billion stock buyback, while ServiceNow grew subscription revenue 24.5% to $3.877 billion, driven by AI deals and security acquisitions. Salesforce focuses on cash flow and CRM integration, whereas ServiceNow aims to be an AI control platform with a security edge. Investors will watch Salesforce's ability to offset softness in marketing and Tableau and ServiceNow's margin impact from acquisitions. Both stocks have declined this year but present contrasting risk-reward profiles amid the AI software shift.
Salesforce and ServiceNow both reported strong AI-driven growth but faced stock sell-offs, with ServiceNow dropping 27.58% and Salesforce 6.17%. Salesforce's Agentforce and Data 360 ARR surged over 210%, showing strong customer adoption, while Servic...
Salesforce announced its acquisition of AI startup Cresta for $2.7 billion, focusing on enhancing voice AI capabilities within its Service Cloud platform. Despite a 14% drop in its stock this year and a broader tech sector selloff, Salesforce continu...
Apple exceeded fiscal Q4 revenue expectations driven by strong iPhone sales and services, forecasting 7-10% revenue growth for the next quarter, above estimates. However, it warned of lower gross margins (45-46%) due to higher costs including memory ...
Securitize Corp. expanded its Securitize Stocks platform by adding 13 leading U.S. companies, including Arista Networks, ExxonMobil, Salesforce, and Disney, to its tokenized stock offering on the Solana blockchain. These tokens are backed 1:1 by actu...
