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

Ein sehr enthusiastischer und überzeugender Benioff (CEO Salesforce) über Agenten und alle Möglichkeiten zusammen mit eingeladenen Kunden.

Salesforce Stock Drops Despite Earnings Beat. Agentforce Demand Rises. By Angela Palumbo Updated Feb 25, 2026, 4:38 pm EST / Original Feb 25, 2026, 3:00 am EST Salesforce stock dropped Wednesday night even after the software company reported better-than-expected fourth-quarter financials. The cloud pioneer reported fourth-quarter adjusted earnings of $3.81 a share on revenue of $11.2 billion. Analysts surveyed by FactSet were expecting adjusted earnings of $3.05 a share on revenue of $11.19 billion. Agentforce annual recurring revenue reached $800 million, up 169% year-over-year. Last quarter, the company reported that its Agentforce platform had $540 million in annual recurring revenue. “We’ve rebuilt Salesforce to become the operating system for the Agentic Enterprise, bringing humans and agents together on one trusted platform. And the more intelligence moves to where work happens, the more valuable Salesforce becomes,” CEO Marc Benioff said in the earnings release. Benioff also said Salesforce now expects to hit $63 billion in revenue in fiscal 2030 due to the rising demand for agentic AI. That’s above the target of $60 billion the company gave at its investor day in October. Shares of Salesforce dropped 4% in after-hours trading following the results. Investors were most likely disappointed in the company’s financial guidance. Salesforce said it expects fiscal 2027 revenue to be between $45.8 billion and $46.2 billion. While that’s a 10% to 11% increase from the previous year, it’s underwhelming when compared with analyst estimates of $46.1 billion.

NVIDIA + 3.5 % Wow

78 B $ Q1 2027 (dieses Viertel)

NVIDIA 68 B $ unglaulich. 66 war vorgesehen.

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)