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先生|刘韵洁:互联网“筑路人”
Yang Guang Wang· 2025-10-02 06:40
播放 刘韵洁:我觉得学习对年轻人来讲不是一个问题。他们说"不到南墙不回头",我是"不碰得头破血流不回头",我的坚持可能⽐别人多一些,所以成果就 会有一些,这可能就是成功的机会。 今时今日,网络已如同维系日常生活的纽带,融入人们的衣食住行。而时光倒回1994年末,互联网还处于"星火初燃"的阶段,上网用户不足万人。从⼩ 众体验到全民在线,三十年弹指间,我国互联网成为支撑社会运转的"⽆形基石",离不开一代代"铺路人"的热忱与坚守。而刘韵洁的名字,就是绕不开的那 个。 Color ⽩ Transparency 不透明 背景 Color ⿊ Transparency 不透明 视窗 Color ⿊ Transparency 透明 字体尺⼨ 100% 字体边缘样式 ⽆ 字体库 ⽐例⽆细体 重启 恢复全部设定⾄预设值 完成 关闭弹窗 结束对话视窗 file ID: request ID: media type: mime type: provider: resolution: rate: frames: buffer: connection speed: info: [X] 刘韵洁负责的多业务统一网络平台(China Uni ...
赛富时(CRM.US)Q2电话会:全面转向 “智能体驱动” 模式 所有核心产品均已嵌入智能体能力
Zhi Tong Cai Jing· 2025-09-05 02:34
Core Insights - Salesforce reported a significant growth in AI and data products, with an annual recurring revenue (ARR) of $1.2 billion, marking a 120% year-over-year increase [1] - The company has signed approximately 12,500 contracts since the launch of Agentforce, with over 6,000 being paid contracts, and 40% of new bookings coming from existing customer expansions [1] - The guidance for Q3 revenue is projected to be between $10.24 billion and $10.29 billion, reflecting an 8%-9% year-over-year growth [1] Group 1: AI and Product Development - The company is transitioning to an "agent-driven" model, integrating AI capabilities across all core products, which has led to improved customer service efficiency and sales automation [1] - Agentforce has processed 1.5 million customer interactions in the past nine months with an accuracy rate exceeding 90% [2] - Data Cloud currently generates $7 billion in annual revenue and covers over half of the Fortune 500 companies, with a 326% year-over-year increase in data access volume [2] Group 2: Customer Impact and Case Studies - DirecTV utilized Agentforce to reduce customer service time by 300 hours per week and executed 50,000 automated operations weekly [3] - Falabella experienced a 25% decrease in phone inquiries and a 10-point increase in NPS after implementing Agentforce for order queries [3] - The integration of Agentforce with Data Cloud and MuleSoft supports complex scenarios like supply chain automation and multi-channel customer service [3] Group 3: Financial Strategy and Capital Allocation - The board approved a $20 billion stock buyback, indicating a balanced approach between buybacks, dividends, and strategic acquisitions [4] - The company anticipates generating nearly $15 billion in operating cash flow by 2025, which will support shareholder returns and acquisitions to fill technology gaps in AI and data [4] Group 4: Market Expansion and Growth Drivers - Small and medium-sized businesses (SMBs) and mid-market segments are showing significant growth, driven by AI lowering usage barriers [5] - The introduction of an "on-demand" model for Agentforce has led to 80% of new bookings from SMBs, allowing for rapid deployment of automation tools [5] - The sales team is expected to grow by 20% by Q2 2025, focusing on high-growth areas, with strong renewal rates for Agentforce [6]