SAP WKN: 716460 ISIN: DE0007164600 Kürzel: SAP Forum: Aktien Thema: Hauptdiskussion

NVIDIA 68 B $ unglaulich. 66 war vorgesehen.

Salesforce’s stock falls as mixed earnings forecast fails to dispel AI gloom Salesforce announces a $50 billion stock buyback and a new AI metric, but investors remain focused on the threat of AI disruption By Christine Ji Published: Feb. 25, 2026 at 4:26 p.m. ET Salesforce’s fourth-quarter results for fiscal 2026 were solid, but they weren’t enough to shake off the looming overhang of artificial intelligence on the stock. Shares of Salesforce slipped 3.8% in after-market trading on Wednesday. Revenue for the quarter came out to $11.20 billion, growing 12% year over year and essentially matching the FactSet consensus view for $11.19 billion. Revenue grew 10% in constant currency and included $399 million from Informatica, which Salesforce acquired last year. Agentforce’s annual recurring revenue reached $800 million, surging 169% from the prior year. The company’s current remaining performance obligations, or the amount of revenue expected in the next year from services not yet delivered, was $35.1 billion, surpassing the consensus of $34.5 billion. That marked an 16% year-over-year increase, or a 13% increase in constant currency. The company also unveiled a new AI metric: Agentic Work Units, defined as one discrete task accomplished by an AI agent. While AI workloads are often measured in tokens, or fragments of text processed by large language models, AWUs quantify the amount of digital labor actually added by AI. The company revealed that it has consumed nearly 20 trillion tokens and delivered 2.4 billion AWUs to date. For the current quarter, Salesforce issued guidance of $11.03 billion to $11.08 billion, exceeding analysts’ estimates of $11.01 billion. Total revenue for the full 2027 fiscal year is expected to be between $45.80 billion and $46.20 billion. The projections imply a 10% to 11% increase from last year, as Salesforce posted $41.5 billion in total revenue for fiscal year 2026. The forecast also includes a three-percentage-point contribution from Informatica. Analysts had been anticipating $46.11 billion of revenue for the entire year. Management said that organic revenue growth is expected to accelerate in the second half of this year. “Agentic AI is a tailwind for our business, and we’re well on our way to $63 billion in revenue” in fiscal 2030, CEO Marc Benioff said in the earnings release.

NVIDIA immer noch nichts

Auch EPS bleibt voraussichtlich gleich. Also ein Problem des Wachstums? Oder ist Q1 immer leichter? Hören wir den Earnings An.

Vielleicht Umsatz Q1 2027 (dieses Viertel) nicht hoch genug (bleibt stabil)?

Es ist zwar nur ein schwacher Trost, aber dieser blöd Sinn bei top Ergebnissen zu verkaufen, betrifft nicht nur SAP.

Die Ergebnisse von Salesforce sind gut, aber wie üblich nicht gut genug für die verwöhnten Amerikaner. Der jährliche wiederkehrende Umsatz von Agenforce beispielsweise stieg von 540 Millionen auf 800 Millionen Dollar.

Dann hoffe wir mal das beste und das diese uebertriebene ki Angst bald vorbei ist

Microsoft Stock Climbs After AI Fears Ease on Anthropic's Comments AI Panic Fades: Microsoft Shares Edge Higher Amid Optimism Nauman Khan 02/25/2026 19:54 Microsoft (MSFT, Financial) shares moved higher on Wednesday after investor sentiment toward software companies improved following comments from artificial intelligence firm Anthropic suggesting its AI tools could complement, rather than replace, enterprise software platforms. The rebound followed a sharp selloff earlier in the week triggered by concerns that advanced AI systems could disrupt traditional software business models and reduce demand for coding-intensive services. Analysts at Deutsche Bank said emerging AI agents may function as operational layers that enhance existing applications instead of displacing them, easing fears surrounding long-term software industry disruption. The shift in sentiment helped stabilize several large-cap software names after recent declines tied to AI-related uncertainty. https://www.gurufocus.com/news/8651874/microsoft-stock-climbs-after-ai-fears-ease-on-anthropics-comments?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

Danke

So rund 22:10. Earnings Call um 23:00 (gleich mit NVIDIA)

Wann kommen heute bei salesforce die Zahlen

Ich habe wieder 30 Stück gekauft. Wenn Salesforce gut ist steigen wir. Wenn nicht bleibt es gleich.

Aber das Kursgeeiere mit Microschritten rauf und runter kann einem schon auf den Nerv gehen. Würde mich nicht wundern, wenn wir am Ende des Tages wieder bei 166 stehen aber jeweils 500 mal die 166 und die 167 über- und unterschritten hätten. Absolut keine Richtung momentan.

SAP SE Updates SAP Responsible Design and Production With AI-Driven EPR Reporting Capabilities 15:00 25/02/2026 SAP SE announced updates to SAP Responsible Design and Production aimed at helping companies manage packaging and plastics regulations, including extended producer responsibility (EPR) requirements and obligations linked to the EU Packaging and Packaging Waste Regulation (PPWR). The company said the solution adds user-defined reporting to support jurisdiction-specific reporting logic and integrates enterprise data with regulatory information to calculate fees and reporting outputs. SAP also said it is beta testing AI features to assist with explaining report results and translating regulatory language into reporting rules, and is developing capabilities related to PPWR compliance documentation and recyclability assessments using shipment data.

Ja früher oder später werden auch institutionelle Investoren wieder zugreifen. Siehe Wolters Kluwer heute: KI und Software gehen Hand in Hand und müssen sich nicht zwangsläufig ausstechen. Der Informationsdienstleister Wolters Kluwer hat das vergangene Jahr mit mehr Umsatz und Gewinn abgeschlossen. Dabei profitierte das niederländische Unternehmen von seinen digitalen Plattformen, wie es am Mittwoch in Alphen mitteilte. Nahezu 70 Prozent der digitalen Erlöse stammten aus KI-gestützten Lösungen, berichtete die scheidende Konzernchefin Nancy McKinstry. An der Börse wurden die Zahlen und der angekündigte Aktienrückkauf verhalten aufgenommen.