Group 1: Figma and C3.ai Performance Issues - Figma's stock dropped over 21% due to disappointing Q2 revenue of $249.6 million, which grew 41% year-over-year but fell short of Wall Street expectations [1] - C3.ai's stock fell over 11% after reporting Q1 revenue of $70.3 million, significantly below the expected $104.2 million, with a net loss of $0.37 per share compared to the anticipated loss of $0.20 [2][3] - C3.ai's subscription revenue was $60.3 million, making up 86% of total revenue, while its GAAP gross profit was $26.4 million with a gross margin of 38% [2] Group 2: Salesforce's Financial Performance - Salesforce's stock dropped over 7% after reporting Q2 revenue of $10.24 billion, a 9.8% year-over-year increase, which was above analyst expectations of $10.14 billion [4] - The company’s adjusted earnings per share were $2.91, exceeding the expected $2.78, but free cash flow fell 20% year-over-year to $610 million, significantly below expectations [4][5] - Salesforce's annual recurring revenue from its data cloud and AI segment was $1.2 billion, and the company announced an expansion of its stock buyback program to $50 billion [4] Group 3: Market Concerns and Future Outlook - Analysts express concerns that traditional software companies like Salesforce may be at risk of being replaced by emerging AI firms, as evidenced by stagnant sales growth for four consecutive quarters [5][6] - Salesforce's Q3 revenue guidance is projected between $10.24 billion and $10.29 billion, indicating a year-over-year growth of 8% to 9%, which is below analyst expectations [6] - Salesforce's CEO highlighted a significant increase in customer adoption of AI tools, indicating a transformative period for the industry, while the CFO noted that large enterprises are cautious about adopting AI solutions [6]

美股市场的业绩爆雷愈发密集。 当地时间9月4日，受财报爆雷影响，全球软件行业新势力Figma股价在隔夜美股盘中一度暴跌超21%。其最新公布的财报 显示，今年第二季度营收为2.496亿美元，同比增长41%，不及华尔街分析师预期。投资者质疑Figma的业绩以及未来展望 可能无法支撑该公司远高于软件股同行的估值水平，选择大举抛售。 与此同时，美国科技巨头赛富时（Salesforce）在财报中给出的业绩指引不及市场预期，导致公司股价一度大跌超8%。资 本市场愈发担忧人工智能（AI）会冲击赛富时的业务基本盘，传统软件商或将被AI新锐取代。 另外，美股AI明星股C3.ai股价一度暴跌超11%。分析指出，C3.ai股价暴跌的主要原因是公司最新发布业绩不及预期且多 项财务指标引发市场担忧。 美股AI明星股业绩爆雷 美东时间9月4日，美股开盘后，C3.ai股价大幅跳水，一度暴跌超11%，截至收盘，跌幅达7.31%。 据C3.ai最新发布的财报，2026财年第一财季，公司实现营收7030万美元，低于上年同期的8720万美元，大幅低于分析师 预期的1.042亿美元；调整后每股亏损0.37美元，分析师预期为亏损0.20美元；订阅收入 ...