赛富时(CRM.US)将于9月3日发布第二季度财报，市场预计其营收将达101.4亿美元，同比增长8.7%，非GAAP每股收益1.80美元，同比增幅近23%。尽管今 年以来股价累计下跌约23%，这家CRM巨头正通过人工智能布局寻求突破——其去年10月推出的Agentforce自主AI代理平台已与4000家付费客户达成超8000 笔交易，年经常性收入(ARR)突破1亿美元，成为增长新引擎。 今年5月赛富时公布的财报显示，一季度营收98.3亿美元，同比增8%，略超市场预期7900万美元;非GAAP每股收益2.58美元，同比增5.7%，超出预期1.31%。 值得注意的是，其非GAAP息税前利润率提升至32.3%，自由现金流达63亿美元，当前剩余履约义务(cRPO)同比增长12%至296亿美元，展现出强劲的运营质 量。 Agentforce的快速渗透尤为显著：一季度30%订单来自现有客户扩张，若与Data Cloud业务结合，ARR将接近10亿美元，意味着同比增幅达120%。 管理层并未止步于此，继5月宣布80亿美元收购数据管理公司Informatica后，近日又签署最终协议收购AI原生解决方案商Regrello，后者 ...

expecting big moves out of some key names and retail. Mike Co, what are you seeing from the options action. Yeah, so uh taking a look at some of the bigger names that are slated to report next earnings uh this coming week.I was looking first at uh Broadcom. So Broadcom's implying a move of about 6% after they report Salesforce 7.4%. recently listed Figma 8.7% and Lululemon a name that I've spoken about many times about 12%.So pretty choppy right there. You know, as I take a look at this, I think one of the ...

DAMA AGENCY Debuts: Redefining Salesforce & AI Consulting for Visionary BrandsAugust 29, 2025 3:43 PM EDT | Source: Pressmaster DMCCJacksonville, Florida--(Newsfile Corp. - August 29, 2025) - In a landmark launch poised to elevate the standard of technology consulting, DAMA AGENCY enters the scene as the new curator of digital transformation for distinguished enterprises. Founded by global technologist Venkatesh Naga Damarouthu, the agency crafts extraordinary Salesforce, MarTech, and AI solut ...

Steve Grass will kick off final trade. Fubo TV. I mean, look at the chart.It's been decimated. I think it's got tremendous upside. [Music] Skew in the spy and the options market is giving you an opportunity here, Sully.Uh, I think spy puts are a good buy here and they're cheap. >> Yeah, better than that. >> They're dollar cheap and they're vaulty.>> For the radio listeners, I love Brian Sullivan. There's no angst between us. For the radio listeners, we have a great page in Alexa Lam Monaco.Her family is her ...

Rory O’Driscoll is a General Partner @ Scale where he has led investments in category leaders such as Bill.com (BILL), Box (BOX), DocuSign (DOCU), and WalkMe (WKME), among others. Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Saleloft and more. Marc Benioff is the co-founder, Chair, and CEO of Salesforce (CRM), the cloud-software pioneer that popularized the SaaS model and leads global CRM. Under his leaders ...

Veeva Systems (VEEV) Q2 2026 Earnings Call August 27, 2025 05:00 PM ET Company ParticipantsGunnar Hansen - Director of IRPeter Gassner - Founder, CEO & DirectorBrian Van Wagener - CFOPaul Shawah - EVP, Commercial StrategyBrian Peterson - Managing DirectorDavid Windley - Managing DirectorRishi Jaluria - MD & Software Equity ResearchCraig Hettenbach - Executive DirectorJailendra Singh - Managing DirectorSaket Kalia - Managing DirectorJeff Garro - Managing DirectorDavid Larsen - Managing DirectorConference Cal ...

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!Since I initiated my investment coverage of Salesforce, Inc. (NYSE: CRM ) stock here on Seeking Alpha back in August 2024, the stock is down by 5.9%, which is a stark differenceDaniel Sereda is chief investment analyst at a family office whose investments span conti ...

Hospitals and Health Systems Can Now Benefit from a Validated Consumer Science Model and Proprietary Business IntelligenceSALT LAKE CITY, Aug. 26, 2025 /PRNewswire/ -- Health Catalyst, Inc. ("Health Catalyst,"Nasdaq: HCAT), a leading provider of data and analytics technology and services to healthcare organizations, today announced that Upfront by Health Catalyst ("Upfront") has launched Market Insights on Salesforce AppExchange, a leading enterprise marketplace for partner apps and experts. With Market Ins ...

Market Overview - Global markets showed mixed performance, with the Hang Seng Index closing at 25,830, up 1.94% for the day and 28.76% year-to-date [1] - The A-share market is entering a second bullish phase, with significant increases in client margin sizes at securities firms and a notable rise in ETF investments, reaching $681 billion, surpassing Japan [3][4] Company Analysis Pinduoduo (PDD US) - Pinduoduo reported Q2 2025 revenue growth of 7% year-on-year, reaching 104 billion RMB, in line with expectations, driven by online marketing services [5] - Non-GAAP net profit decreased by 5% to 32.7 billion RMB, but exceeded market expectations by 46%, indicating strong operational performance [5] - The target price has been raised by 9% to $146.30, reflecting a positive outlook despite ongoing investments in platform ecosystem enhancement [5] Jiumaojiu (9922 HK) - Jiumaojiu's revenue for the first half of FY25 decreased by 10% to 2.75 billion RMB, slightly below market expectations [9] - The company anticipates closing 40 to 50 additional stores in the second half of FY25, leading to a total of approximately 100 closures for the year [6] - Despite challenges, there are positive signs of stabilization in same-store sales, with a potential rebound expected from store renovations [6][9] ZhongAn Online (6060 HK) - ZhongAn Online's net profit for the first half of FY25 surged by 11.04 times to 668 million RMB, significantly exceeding market expectations [10] - The property and casualty insurance segment saw a 9.3% increase in total premiums, driven by substantial growth in health and auto insurance [10] - The target price has been raised to 23 HKD, reflecting improved profitability and operational efficiency [10] Greentown Service (2869 HK) - Greentown Service reported a 22.6% increase in net profit for the first half of FY25, with total revenue growing by 6.1% [12] - The company has successfully improved operational efficiency, leading to enhanced profit margins despite industry pressures [12][13] - The target price has been adjusted to 6.61 HKD, based on a revised earnings forecast and valuation adjustments [12][15] Baker Hughes (2149 HK) - Baker Hughes achieved a revenue of 292 million RMB in the first half of FY25, a slight increase from the previous year, maintaining strong profitability with a gross margin of 51.8% [18] - The company continues to expand its product offerings and remains a core recommendation in the semiconductor sector [18][19] - The target price remains at 93 HKD, reflecting confidence in long-term growth prospects [19] Tongda Group (698 HK) - Tongda Group's net profit for the first half of FY25 increased by 394%, driven by reduced financial costs and improved operational efficiency [20] - The company is expected to benefit from upgrades in its main business and expansion in its subsidiary's product lines [20] - The target price has been raised to 0.135 HKD, reflecting improved earnings visibility [20]

Company Performance - Salesforce.com (CRM) ended the recent trading session at $248.29, showing a +1% change from the previous day's closing price, which is less than the S&P 500's daily gain of 1.52% [1] - Over the previous month, Salesforce.com shares experienced a loss of 8.17%, underperforming the Computer and Technology sector, which had a loss of 0.05%, and the S&P 500, which gained 1.1% [2] Earnings Forecast - The company is expected to release its earnings on September 3, 2025, with a predicted EPS of $2.77, indicating an 8.2% growth compared to the same quarter last year. The consensus estimate for quarterly revenue is $10.13 billion, up 8.66% from the year-ago period [3] - For the entire fiscal year, the Zacks Consensus Estimates project earnings of $11.3 per share and revenue of $41.15 billion, representing changes of +10.78% and +8.58%, respectively, from the prior year [4] Analyst Estimates and Valuation - Recent modifications to analyst estimates for Salesforce.com indicate the changing nature of near-term business trends, with positive alterations signifying analyst optimism regarding the business and profitability [5] - The Zacks Rank system, which integrates estimate changes, currently rates Salesforce.com at 3 (Hold), with the Zacks Consensus EPS estimate remaining stagnant over the past month [7] - Salesforce.com is currently traded at a Forward P/E ratio of 21.76, which is a discount compared to its industry average Forward P/E of 24.96. The company's PEG ratio is 1.69, while the Computer - Software industry has an average PEG ratio of 2 [8] Industry Context - The Computer - Software industry is part of the Computer and Technology sector, holding a Zacks Industry Rank of 64, placing it in the top 26% of all 250+ industries. The top 50% rated industries outperform the bottom half by a factor of 2 to 1 [9]