salesforce(CRM)

Search documents
salesforce(CRM) - 2026 Q1 - Quarterly Results
2025-05-28 20:05
Exhibit 99.1 Salesforce Reports Record First Quarter Fiscal 2026 Results Exceeds Guidance Across All Metrics; cRPO up 12% Y/Y SAN FRANCISCO, Calif. - May 28, 2025 - Salesforce (NYSE: CRM), the world's #1 AI CRM, today announced results for its first quarter fiscal 2026 ended April 30, 2025. Results "We delivered strong Q1 results and are raising our guidance by $400 million to $41.3 billion at the high end of the range," said Marc Benioff, Chair and CEO, Salesforce. "We've built a deeply unified enterprise ...
5月29日电,SALESFORCE股份有限公司第一季度营收98.3亿美元,同比增长7.6%,第一季度调整后每股收益2.58美元。
news flash· 2025-05-28 20:05
Core Insights - Salesforce reported first-quarter revenue of $9.83 billion, representing a year-over-year growth of 7.6% [1] - The adjusted earnings per share for the first quarter were $2.58 [1]
Should You Buy, Hold, or Sell Salesforce Stock After May 28?
ZACKS· 2025-05-28 20:00
Salesforce, Inc. (CRM) will report its first-quarter fiscal 2026 results on Wednesday after market close. Thus, let’s examine Salesforce’s projected earnings, long-term growth factors, and post-earnings stock trading strategies. Salesforce’s Q1 Earnings: What Should We Anticipate? Salesforce expects fiscal first-quarter revenues to come in at $9.74 billion, suggesting an increase of 6.6% from the year-ago quarter. Earnings per share (EPS) are projected at $2.54, indicating 4.1% growth year over year. Image ...
腾讯研究院AI速递 20250529
腾讯研究院· 2025-05-28 15:06
Group 1 - Salesforce acquired Informatica for $8 billion, marking its largest deal since the acquisition of Slack in 2021 [1] - The acquisition aims to integrate both companies' AI engines to create a trusted data infrastructure that supports enterprise-level deployment of agent-based AI systems [1] - Data management capabilities are becoming a key differentiator for enterprise AI products, and Salesforce is enhancing its data management strategy through this acquisition [1] Group 2 - DeepSeek's R1 model has completed a minor version upgrade, now available for experience on its official website, app, and mini-program [2] - The upgraded R1 model shows significant improvement in programming capabilities, quickly generating high-quality dynamic weather cards with detailed design and interactive animations [2] - The update may have utilized the DeepSeek-V3-0324 model, while the anticipated R2 version has yet to be released [2] Group 3 - Anthropic launched a voice mode for Claude, allowing users to discuss documents and images via voice, with five unique voice tones available [3] - Users can switch freely between text and voice, and after conversations, they can view text records and summaries [3] - The voice feature has usage limitations, with voice conversations counting towards regular usage limits, and the Google Workspace connector is only available to paid users [3] Group 4 - AKOOL released the world's first real-time camera, AKOOL Live Camera, capable of low-latency virtual digital humans, multilingual translation, face replacement, and AI video generation [4] - This technology breaks traditional video generation limitations through 4D facial mapping and neural voice engines, achieving environment perception and emotional response, with 94% of blind tests unable to distinguish between real and fake [4][5] - The product signifies a shift in AI video from "pre-fabrication" to "intelligent response," heralding a second revolution in AI video following Sora [5] Group 5 - Tencent Hunyuan released an open-source voice digital human model, HunyuanVideo-Avatar, which can generate videos of characters speaking or singing naturally from just one image and one audio clip [6] - The model supports various framing options and can understand image environments and audio emotions, automatically generating natural expressions, lip-syncing, and full-body movements [6] - This technology has been applied in Tencent's music products and is suitable for short video creation, e-commerce advertising, and supports multiple styles and interactive scenarios [6] Group 6 - ByteDance's Kouzi Space launched a one-click text-to-podcast feature, capable of generating "human-level" multi-character dialogue audio in minutes, a task that previously took hours [7] - This feature has broad applications, converting hot news into podcasts, turning course notes into audio lessons, and creating audio summaries of meeting minutes, as well as providing emotional counseling and shopping guides [7] - Kouzi Space can also integrate podcast production with website creation, opening up multi-functional applications and marking the era of AI working for the general public [7] Group 7 - SpAItial raised $13 million in seed funding, founded by former Synthesia co-founder Matthias Neisner, focusing on text-to-realistic 3D environment technology [8] - The company has assembled a luxury tech team from Meta and Google, aiming to create not only realistic but also interactive 3D worlds, competing with Odyssey and World Labs [8] - The team targets applications in game development, entertainment, and architectural visualization, with long-term goals including enabling ordinary users to quickly create games and potentially replace CAD software [8] Group 8 - Tencent Yuanbao has integrated with WeChat Reading and Qidian Reading, allowing users to click on underlined book titles to jump directly to reading [9] - Users can obtain book recommendations with one click, with each book featuring a jump link, facilitating a seamless transition from "book hoarding" to "reading" [10] - This integration allows users to chat with Yuanbao while reading, interpret concepts, generate mind maps, and even simulate conversations in the author's tone [10] Group 9 - SpaceX's Starship "Ninth Flight" experienced an explosion during recovery landing, despite successfully using a reused B14.2 booster [11] - The test focused on validating booster reuse technology, spacecraft payload deployment capabilities, and optimizing design to shorten launch intervals and reduce costs [11] - SpaceX is expanding its manufacturing and launch capabilities through new facilities in Florida and innovative designs to enhance system efficiency [11] Group 10 - Anthropic's Claude 4 core team emphasizes the model's independent working capabilities and long-term task handling abilities [12] - The team predicts that by 2025, reinforcement learning will significantly enhance large language model training, improving the model's ability to handle long-term tasks [12] - Researchers believe that the focus should be on raising the model's baseline rather than pursuing extremes, with user interactions evolving from minute-level to hour-level engagements [12]
Salesforce's AI Push Grows With Informatica: Time to Hold the Stock?
ZACKS· 2025-05-28 14:25
Core Viewpoint - Salesforce, Inc. is acquiring Informatica Inc. for approximately $8 billion in an all-cash transaction to enhance its data management and AI capabilities, with the deal expected to close in early 2027 [1][3] Group 1: Strategic Importance - The acquisition aims to strengthen Salesforce's long-term value proposition and position in enterprise AI [2] - Informatica's data tools will improve Salesforce's AI platform, Agentforce, and Data Cloud product, providing a solid data foundation for AI, particularly for autonomous AI agents [3][4] - The combination of Informatica's tools with Salesforce's existing software will enable better utilization of data and AI solutions for customers [4][5] Group 2: Financial Aspects - The acquisition will be funded through Salesforce's cash and new debt, and is expected to be accretive to non-GAAP earnings and free cash flow starting in the second year [6] - Salesforce maintains its financial discipline, focusing on improving margins and returning capital to shareholders while pursuing long-term gains [7] Group 3: Market Context - The acquisition is expected to provide a boost to Salesforce's top-line growth, which has slowed from historical double-digit growth to single-digit increases due to cautious enterprise spending amid macroeconomic uncertainties [8] - Salesforce's stock has underperformed in the market, with a year-to-date decline of 17.1%, contrasting with gains in the broader software industry [9] Group 4: Conclusion - The Informatica acquisition reinforces Salesforce's long-term AI vision and enhances its data infrastructure, positioning the company for stronger innovation and competitiveness despite current revenue pressures [10]
Nvidia And Salesforce Scheduled To Announce Earnings After The Close
Forbes· 2025-05-28 13:05
Nvidia and Salesforce are both scheduled to release earnings after the close. (Photo by Patrick T. ... More Fallon / AFP) (Photo by PATRICK T. FALLON/AFP via Getty Images) AFP via Getty Images Key Takeaways Stocks staged a broad rally on Tuesday following a long holiday weekend. The S&P 500 gained 2%. Both the Nasdaq Composite and Russell 2000 were higher by 2.5%, while the Dow Jones Industrial Average notched a gain of 1.8%. The rally came after a whirlwind of trade and tariff activity. However, I want to ...
Salesforce to Buy Informatica in an $8 Billion AI Move: ETFs in Focus
ZACKS· 2025-05-28 12:00
Salesforce (CRM) announced on May 27, 2025, that it will acquire Informatica (INFA) in a deal valued at approximately $8 billion. This strategic move marks Salesforce’s return to major acquisitions as it seeks to enhance its competitive position in the rapidly growing artificial intelligence (AI) space.Salesforce has agreed to pay $25 per Informatica share, representing a 30% premium over Informatica's closing price on May 22, 2025 the day before news of renewed negotiations surfaced. Following the announce ...
速递|80亿美元收购加速AI Agent,Salesforce正式收购Informatica完善企业智能生态
Z Potentials· 2025-05-28 02:43
Core Viewpoint - Salesforce's acquisition of Informatica for $8 billion is a strategic move to enhance its AI and data infrastructure capabilities, marking a significant shift in the company's approach to autonomous AI deployment [1][2]. Group 1: Acquisition Details - Salesforce will acquire Informatica at a price of $25 per share in cash for its Class A and B-1 common stock, adjusted based on previous investments in the company [1]. - Informatica, founded in 1993, serves over 5,000 customers across more than 100 countries and currently has a market capitalization of $7.1 billion [1]. Group 2: Strategic Implications - The acquisition aims to provide a more robust data infrastructure and governance system, enabling Salesforce's AI Agent to operate more securely, responsibly, and at scale within modern enterprises [1]. - Salesforce CEO Marc Benioff emphasized that this acquisition is a critical step towards achieving enterprise-level AI that is secure, reliable, and deeply integrated with global data [2]. Group 3: Market Context - The acquisition discussions began in April 2024, with initial market reactions leading to stock price declines for both companies due to concerns over integration challenges and strategic alignment [2]. - Informatica is not the first data management company acquired by Salesforce in the past year; the company previously acquired Own Company for $1.9 billion in September 2023 [2].
协议达成:Salesforce将斥资80亿美元收购数据管理巨头Informatica
Huan Qiu Wang· 2025-05-28 01:51
Group 1 - Salesforce announced a definitive agreement to acquire Informatica for approximately $8 billion in equity value, with shareholders receiving $25 per share, a 15% premium over the average stock price in the last 30 days [1][3] - The acquisition is seen as a key step for Salesforce to deepen its data-driven strategy, as Informatica is a leading provider in enterprise data integration and cloud data management, offering products that complement Salesforce's CRM platform [3][4] - The deal is expected to close in the second half of 2024, pending regulatory approvals and shareholder votes, marking Salesforce's largest acquisition since the failed LinkedIn deal in 2016 [4] Group 2 - The integration of Informatica's technology aims to provide a one-stop solution for enterprises, enhancing Salesforce's AI-enabled customer lifecycle management capabilities [3] - Industry analysts suggest that this acquisition will not only expand Salesforce's market share in data management but also differentiate its offerings in the AI and enterprise services sector against competitors like Microsoft and Oracle [3][4] - Following the announcement, Informatica's stock rose by 14% in pre-market trading, while Salesforce's stock experienced slight fluctuations [4]
Salesforce's $8B Informatica deal is 'right deal at the right time,' says Wedbush
Proactiveinvestors NA· 2025-05-27 20:05
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...