{"id":64031,"date":"2025-12-04T07:15:38","date_gmt":"2025-12-04T07:15:38","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/salesforce-jumps-as-ai-tools-help-drive-upbeat-revenue-outlook\/"},"modified":"2025-12-04T07:15:38","modified_gmt":"2025-12-04T07:15:38","slug":"salesforce-jumps-as-ai-tools-help-drive-upbeat-revenue-outlook","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/salesforce-jumps-as-ai-tools-help-drive-upbeat-revenue-outlook\/","title":{"rendered":"Salesforce jumps as AI tools help drive upbeat revenue outlook"},"content":{"rendered":"<p><b>(Originally posted on : Invezz )<\/b><br \/>\n<\/p>\n<div>\n<p>Salesforce Inc. gave a stronger\u2011than\u2011expected revenue forecast for the current quarter, signalling that customers are beginning to spend more on its Agentforce artificial intelligence tools even as investors remain wary about the long\u2011term impact of AI on legacy software makers. <\/p>\n<p>The shares rose about 8% in late trading after the company\u2019s outlook and third\u2011quarter results topped Wall Street estimates.\u200b<\/p>\n<h2 id=\"outlook-points-to-ai-momentum\" class=\"wp-block-heading\">Outlook points to AI momentum<\/h2>\n<p><a class=\"copy-link-to-section\" href=\"#\"><i class=\"fa fa-link\"\/><br \/>\n                <span class=\"tooltip\" data-text=\"Copy link to section\" data-conf=\"Copied!\">Copy link to section<\/span><br \/>\n            <\/a><\/p>\n<p>Revenue will be $11.1 billion to $11.2 billion in the quarter ending in January, above analysts\u2019 average projection of about $10.9 billion. <\/p>\n<p>Salesforce said current remaining performance obligations, a bookings gauge, should grow about 15%, beating expectations for roughly 10% and suggesting improving demand across its cloud portfolio.\u200b<\/p>\n<p>The forecast folds in a recent $8 billion acquisition of data\u2011integration specialist Informatica, which is expected to add about 3 percentage points to near\u2011term revenue growth and roughly 4 percentage points to current RPO. <\/p>\n<p>The deal is designed to strengthen the data plumbing behind Agentforce and related products by improving data integration, governance and quality.\u200b<\/p>\n<h2 id=\"agentforce-adoption-accelerates\" class=\"wp-block-heading\">Agentforce adoption accelerates<\/h2>\n<p><a class=\"copy-link-to-section\" href=\"#\"><i class=\"fa fa-link\"\/><br \/>\n                <span class=\"tooltip\" data-text=\"Copy link to section\" data-conf=\"Copied!\">Copy link to section<\/span><br \/>\n            <\/a><\/p>\n<p>Chief Executive Officer Marc Benioff said Agentforce and the company\u2019s Data 360 offering are now \u201cmomentum drivers,\u201d as enterprises test AI agents that can automate sales, service and marketing tasks. <\/p>\n<p>Salesforce reported more than 9,500 paid Agentforce deals since launch, up from about 6,000 in the prior quarter, and said annual recurring revenue for the unit that includes AI\u2011focused tools reached roughly $1.4 billion in the period ended October 31.<\/p>\n<p>Analysts have flagged that some customers remain in experimentation mode, amid confusion over pricing and challenges organising corporate data for AI workloads. <\/p>\n<p>Still, the rapid growth of Agentforce and Data 360 ARR \u2014 more than doubling year on year \u2014 suggests Salesforce is carving out a defensible role in so\u2011called agentic AI despite competitive and technological uncertainty.<\/p>\n<h2 id=\"results-ease-growth-disruption-fears\" class=\"wp-block-heading\">Results ease growth, disruption fears<\/h2>\n<p><a class=\"copy-link-to-section\" href=\"#\"><i class=\"fa fa-link\"\/><br \/>\n                <span class=\"tooltip\" data-text=\"Copy link to section\" data-conf=\"Copied!\">Copy link to section<\/span><br \/>\n            <\/a><\/p>\n<p>Third\u2011quarter revenue rose about 8.6% to $10.3 billion, matching consensus, while adjusted earnings per share climbed to $3.25, comfortably ahead of the $2.86 average analyst estimate. <\/p>\n<p>Current remaining performance obligations came in at $29.4 billion, topping forecasts of about $29.1 billion and offering reassurance on Salesforce\u2019s medium\u2011term growth pipeline.\u200b<\/p>\n<p>For the January quarter, Salesforce projected adjusted earnings of $3.02 to $3.04 a share, bracketing the $3.03 average estimate, and reiterated its full\u2011year adjusted operating margin target of roughly 34%. <\/p>\n<p>Even after Wednesday\u2019s after\u2011hours rally, <a href=\"https:\/\/invezz.com\/news\/2025\/12\/03\/why-is-salesforce-stock-being-called-historically-cheap-is-now-the-time-to-buy\/\">the stock remains down about 29%<\/a> this year as investors debate whether AI platforms could erode demand for established application vendors, a narrative the latest results may begin to challenge.\u200b<\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/invezz.com\/news\/2025\/12\/03\/salesforce-jumps-as-ai-tools-help-drive-upbeat-revenue-outlook\/\">Source link <\/a><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Originally posted on : Invezz ) Salesforce Inc. gave a stronger\u2011than\u2011expected revenue forecast for the current quarter, signalling that customers are beginning to spend more on its Agentforce artificial intelligence tools even as investors remain wary about the long\u2011term impact of AI on legacy software makers. The shares rose about 8% in late trading after [&hellip;]<\/p>\n","protected":false},"author":3947362383,"featured_media":64032,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[38],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/64031"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/3947362383"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=64031"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/64031\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/64032"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=64031"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=64031"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=64031"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}