赛富时(CRM.US)“放豪言”:2030财年营收瞄准600亿美元,近年增速将重回两位数

Core Viewpoint - Salesforce (CRM.US) anticipates a return to double-digit revenue growth in the coming years, which may alleviate investor concerns regarding the company's business growth [1] Group 1: Revenue Projections - Salesforce projects annual revenue to reach $60 billion by the fiscal year ending January 2030, excluding contributions from the planned acquisition of Informatica, expected to close in the first half of 2026 [1] - The company reported revenue of $37.9 billion for the fiscal year ending in January, marking a slowdown in growth as revenue growth fell to single digits for the first time [1] Group 2: Stock Buyback and Market Reaction - The company plans to repurchase $7 billion in stock over the next six months, which may positively influence investor sentiment [1] - Following the announcement of its growth outlook, Salesforce's stock rose approximately 5% in after-hours trading, despite a year-to-date decline of 29% as of Wednesday's close [1] Group 3: Growth Strategy - A key growth initiative for Salesforce is the tool Agentforce, designed to help businesses leverage AI for automating customer service and initial sales tasks [2] - Approximately 12,000 customers are currently using Agentforce, which is projected to save Salesforce about $100 million annually through internal deployment [2]