Yahoo Finance·2026-02-11 16:12Group 1: Industry Overview - The technology industry is a significant investment area in 2026, driven by artificial intelligence (AI), but software stocks face challenges as some business models may be disrupted by AI [1] - Wall Street analysts predict that fears regarding AI could lead to declines in share prices across the software sector, creating potential buy opportunities for investors [2] Group 2: Salesforce Insights - Salesforce is a leader in customer relationship management (CRM) software, but the emergence of AI poses a threat to the relevance of CRM solutions [3] - In response to the AI threat, Salesforce launched its suite of AI agents under the Agentforce brand in 2024 and reported record results in its fiscal third quarter, with revenue increasing 9% year over year to $10.3 billion [4] - Agentforce's annual recurring revenue (ARR) grew 330% year over year in fiscal Q3, totaling half a billion dollars, although its revenue contribution is still in the early stages [5] Group 3: ServiceNow Insights - ServiceNow, like Salesforce, focuses on streamlining workflows and has performed well despite stock price declines, achieving $3.6 billion in sales for Q4, a 21% year-over-year increase [6] - The company has integrated AI into its platform and anticipates that AI agents will help expand its addressable market, contributing to revenue growth [6] - ServiceNow forecasts its 2026 subscription sales to reach at least $15.5 billion, up from $12.9 billion in 2025, with subscriptions making up 97% of 2025's revenue of $13.3 billion [7]