salesforce(US:CRM) Xin Lang Cai Jing·2026-02-26 06:31Core Viewpoint - Salesforce anticipates that its revenue growth for the current fiscal year will be similar to the previous year due to investor concerns about artificial intelligence threatening the software industry [1][4]. Group 1: Financial Performance - Salesforce expects revenue for the new fiscal year to be between $45.8 billion and $46.2 billion, slightly below the analyst forecast of $46.11 billion [5]. - The company projects adjusted earnings per share (EPS) to be between $13.11 and $13.19, aligning closely with Wall Street's expectation of $13.15 [5]. - In the fourth quarter, Salesforce reported a revenue increase of 12%, reaching $11.2 billion, surpassing the analyst estimate of $11.19 billion [6]. - The reported profit for the fourth quarter was $1.87 billion, or $2.07 per share, compared to $1.82 billion, or $1.75 per share, in the same period last year [6]. - Adjusted EPS for the fourth quarter was $3.81, exceeding the analyst expectation of $3.05 [6]. - For the upcoming quarter, Salesforce anticipates revenue between $11.03 billion and $11.08 billion, above the analyst forecast of $11 billion [6]. Group 2: Product Development and Market Position - The CEO highlighted the growth of Salesforce's AI product, Agentforce, which is set to launch in Fall 2024, with revenue reaching $800 million in the latest quarter, up from $540 million in the previous quarter [2][5]. - A total of 29,000 transactions were completed in the latest quarter, marking a 50% increase from the third quarter [2]. - The CEO expressed confidence that if a "SaaS apocalypse" were to occur, it would likely be absorbed by competitors, as many companies are heavily utilizing SaaS, and the emergence of Agents as a Service enhances SaaS offerings [2][5]. - Despite the growth of Agentforce, some investors are concerned about its pace of development, especially in light of a 38% decline in Salesforce's stock price over the past 12 months [6].