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

Bei Börsennews gilt ja oft, je schlechter der Chat desto besser die Aktien 🤠

Setzen Sie Ihr Quiz zu höheren/niedrigeren Werten fort.

Entschuldigen Sie die Störung. Weil was hat Salesforce mit SAP zu tun?

Salesforce Inc (CRM) Q4 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic Initiatives Salesforce Inc (CRM) reports robust financial performance with significant growth in Agent Force and Data 360 ARR, while addressing challenges and future strategies. GuruFocus News 02/26/2026 06:02 Summary Total Revenue: $41.5 billion for the full year, up 10% year over year, 9% in constant currency. Q4 Revenue: $11.2 billion, up 12% year over year, 10% in constant currency. CRPO: $35.1 billion, up 16% year over year, 13% in constant currency. Total RPO: $72 billion, up 14% year over year. Agent Force and Data 360 ARR: $2.9 billion, up over 200% year over year. Agent Force ARR: Approximately $800 million, up 169% year over year. Subscription and Support Revenue Growth: Slightly above 10% year over year. Q4 Revenue Attrition: Approximately 8%. FY27 Revenue Guidance: $45.8 to $46.2 billion, growth of approximately 10 to 11%. Non-GAAP Operating Margin Guidance: 34.3%, an expansion of 20 basis points. GAAP Operating Margin Guidance: 20.9%, an expansion of 80 basis points. Q1 Revenue Guidance: $11.03 billion to $11.08 billion, growth of approximately 12 to 13%. CRPO Growth for Q1: Expected to be approximately 14% year over year. Share Repurchase Authorization: Increased to $50 billion. Quarterly Dividend: Increased by 5.8% to $0.44 per share. https://www.gurufocus.com/news/8653782/salesforce-inc-crm-q4-2026-earnings-call-highlights-strong-revenue-growth-and-strategic-initiatives?utm_source=marketwatch&utm_medium=syndication&utm_campaign=headlines&r=4bf001661e6fdd88d0cd7a5659ff9748&mod=mw_quote_news

Benioff meint, dass er bei diesen niedrigen Aktienkursen keine bessere Investitionsmöglichkeit sieht. Dasselbe gilt für SAP.

Salesforce verzeichnet aktuell ein jährliches Wachstum von rund 10 %, das quartalsweise bestätigt wird. Die Umsatzprognose für 2030 liegt bei 60 Milliarden US-Dollar, gegenüber 45 Milliarden US-Dollar heute. In diesem Jahr werden eigene Aktien im Wert von 50 Milliarden US-Dollar zurückgekauft. Die Dividende wurde um 5 % erhöht. Sehr hoher Gewinn und freier Cashflow. Was will man mehr? Der Markt ist momentan einfach nur krank.

Unten in den news ist ein super Beitrag

Was haltet ihr von zahlen von salesforce

'Nvidia CEO Jensen Huang said demand for compute power "is growing exponentially" as enterprise businesses adopt agentic AI, or AI systems that can handle tasks with little to no human guidance.'

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.