Salesforce营收展望不温不火 未能缓解对于人工智能颠覆性影响的担忧

Core Viewpoint - Salesforce's revenue outlook for the new fiscal year is lukewarm, raising investor concerns about potential market share loss to new competitors in the AI era [1][2] Group 1: Financial Performance - Salesforce reported an expected revenue of approximately $46 billion for the fiscal year ending January 2027, which aligns with analyst estimates but failed to impress investors [1][2] - The company's stock has declined about 37% over the past year, reflecting investor fears that AI will lower the barriers for developing competing products and weaken Salesforce's pricing power [1][2] Group 2: Future Projections - The company anticipates a "re-acceleration of organic growth" in the second half of the year [1][2] - CEO Marc Benioff stated that Salesforce is steadily moving towards a goal of achieving $63 billion in annual revenue by fiscal year 2030, surpassing Wall Street's expectation of $60.3 billion [1][2] Group 3: Market Reaction - Salesforce's stock closed at $191.75 in New York, with a post-market drop of about 5% following the earnings report [1][2] - Bloomberg industry analyst Anurag Rana noted that the company's performance outlook may not alleviate investor concerns regarding the disruptive impact of AI [1][2]