Salesforce 3QFY26: AI Revenue Is Exploding — Is CRM Entering Its Next Supercycle?_老虎社区_美港股上老虎 - 老虎社区

4
评论
收藏

Salesforce 3QFY26: AI Revenue Is Exploding — Is CRM Entering Its Next Supercycle?

SG Visual Research 图解研报
12-05 09:14

$赛富时(CRM)$

Salesforce just posted one of its strongest AI-driven quarters yet.

🔥 AI ARR jumped 114% YoY (Agentforce + Data 360)

🔥 Agentforce ARR surged 330% YoY, with over 3.2 trillion tokens processed

🔥 The company closed 9,500 Agentforce deals — up 50% QoQ

Meanwhile, operating margin improved and cRPO growth outpaced expectations.

Management now believes AI will be a multi-year growth engine, with FY30 revenue still tracking toward US$60B.

But here’s the key question:

Is Salesforce becoming the leading enterprise AI agent platform,

or is the market already pricing in perfection?

What’s your take on CRM right now?

# Salesforce、Snowflake和UiPath报告强劲的盈利和人工智能增长，但市场反应不一

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

4

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":507357987639376,"tweetId":"507357987639376","gmtCreate":1764897278484,"gmtModify":1764897284688,"author":{"id":3558404604264882,"idStr":"3558404604264882","authorId":3558404604264882,"authorIdStr":"3558404604264882","name":"SG Visual Research 图解研报","avatar":"https://static.tigerbbs.com/a6e90d8e86d025ca79fd03dfd73d1fa0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.30","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[{"themeId":"0d78e615834b0f06c798345e62a813e4","categoryId":"2929bb7468f5415f853fd96fb35d7c3b","name":"Salesforce、Snowflake和UiPath报告强劲的盈利和人工智能增长，但市场反应不一","type":2,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/special/finance&rndata={\"themeId\":0d78e615834b0f06c798345e62a813e4}&rnconfig={\"headerBarHidden\": true}","description":"Salesforce上调了全年指引，并报告了强劲的人工智能产品吸引力，导致盘后交易上涨5%。Snowflake公布季度亏损收窄，人工智能需求不断增长，并与Anthropic达成了2亿美元的交易，但其股价大幅下跌。UiPath在盈利和收入超出预期并实现季度盈利后飙升近9%。这些进展凸显了人工智能的重大进步以及投资者在关键经济数据发布前的不同反应。"}],"images":[{"img":"https://static.tigerbbs.com/a8eaf65149e93c0d54c8f82c48a7afa8","width":"1080","height":"6091"}],"coverImages":[{"img":"https://static.tigerbbs.com/a8eaf65149e93c0d54c8f82c48a7afa8","width":"1080","height":"6091"}],"title":"Salesforce 3QFY26: AI Revenue Is Exploding — Is CRM Entering Its Next Supercycle?","html":"<html><head></head><body><a href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$&nbsp;</a>&nbsp;\n<p>Salesforce just posted one of its strongest AI-driven quarters yet.</p>\n<p>🔥 AI ARR jumped 114% YoY (Agentforce + Data 360)</p>\n<p>🔥 Agentforce ARR surged 330% YoY, with over 3.2 trillion tokens processed</p>\n<p>🔥 The company closed 9,500 Agentforce deals — up 50% QoQ</p>\n<p>Meanwhile, operating margin improved and cRPO growth outpaced expectations.</p>\n<p>Management now believes AI will be a multi-year growth engine, with FY30 revenue still tracking toward US$60B.</p>\n<p>But here’s the key question:</p>\n<p>Is Salesforce becoming the leading enterprise AI agent platform,</p>\n<p>or is the market already pricing in perfection?</p>\n<p>What’s your take on CRM right now?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8eaf65149e93c0d54c8f82c48a7afa8\" tg-width=\"1080\" tg-height=\"6091\"><span></span></p>\n<p></p>\n<p></p>\n<p><br></p>\n<p></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/CRM\">$赛富时(CRM)$&nbsp;</a>&nbsp;\n<p>Salesforce just posted one of its strongest AI-driven quarters yet.</p>\n<p>🔥 AI ARR jumped 114% YoY (Agentforce + Data 360)</p>\n<p>🔥 Agentforce ARR surged 330% YoY, with over 3.2 trillion tokens processed</p>\n<p>🔥 The company closed 9,500 Agentforce deals — up 50% QoQ</p>\n<p>Meanwhile, operating margin improved and cRPO growth outpaced expectations.</p>\n<p>Management now believes AI will be a multi-year growth engine, with FY30 revenue still tracking toward US$60B.</p>\n<p>But here’s the key question:</p>\n<p>Is Salesforce becoming the leading enterprise AI agent platform,</p>\n<p>or is the market already pricing in perfection?</p>\n<p>What’s your take on CRM right now?</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a8eaf65149e93c0d54c8f82c48a7afa8\" tg-width=\"1080\" tg-height=\"6091\"><span></span></p>\n<p></p>\n<p></p>\n<p><br></p>\n<p></p></body></html>","text":"$赛富时(CRM)$ Salesforce just posted one of its strongest AI-driven quarters yet. 🔥 AI ARR jumped 114% YoY (Agentforce + Data 360) 🔥 Agentforce ARR surged 330% YoY, with over 3.2 trillion tokens processed 🔥 The company closed 9,500 Agentforce deals — up 50% QoQ Meanwhile, operating margin improved and cRPO growth outpaced expectations. Management now believes AI will be a multi-year growth engine, with FY30 revenue still tracking toward US$60B. But here’s the key question: Is Salesforce becoming the leading enterprise AI agent platform, or is the market already pricing in perfection? What’s your take on CRM right now?","highlighted":1,"essential":1,"paper":2,"likeSize":4,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/507357987639376","repostId":0,"isVote":1,"tweetType":1,"viewCount":145,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CRM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":530,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}