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 introduced Koa, its first AI model designed specifically for CRM tasks, at its Investor Day in September 2026. Although Koa shows promising technical performance, it is currently only in pilot testing with select customers and will not be ...
Six Wall Street firms simultaneously raised their price targets for Salesforce following the company's Dreamforce Investor Day, highlighting growing confidence in Salesforce's AI capabilities, especially Agentforce and its AI software stack. Analysts...
Salesforce reported an 11% year-over-year revenue increase to $11.3 billion in Q2, driven by strong demand for its AI-powered solutions. Its Agentforce annual recurring revenue surged over 240%, and constant currency recurring revenue per order grew ...
Tech stocks faced pressure early this week due to AI development debates and volatile Treasury yields, with the Nasdaq 100 ETF hitting a seven-week low. Key corporate events from Salesforce, FedEx, General Mills, McDonald's, Darden Restaurants, and S...
Salesforce, a leader in cloud-based CRM software, is driving future growth with its new AIforce platform and ambitious financial goals. The company aims to exceed $63 billion in revenue by 2030, reflecting strong demand for its AI and core software p...
