Group 1 - The core viewpoint of the article highlights that Salesforce (CRM.US) experienced a pre-market drop of 4% to $184 despite reporting Q4 revenue of $11.2 billion, which exceeded market expectations of $11.18 billion [1] - The adjusted earnings per share were reported at $3.81, surpassing the expected $3.04, indicating strong financial performance in the recent quarter [1] - Salesforce provided its first full-year revenue guidance for FY2027, projecting revenue between $45.8 billion and $46.2 billion, representing a year-over-year growth of 10% to 11% (at constant currency), with Informatica contributing approximately 3 percentage points to this growth [1] Group 2 - Despite meeting analyst expectations, the new fiscal year revenue outlook was perceived as lukewarm, raising investor concerns about potential market share loss to new competitors in the AI era [1]
美股异动丨赛富时盘前跌4% 26财年Q4业绩超预期 新财年营收展望疲弱