智通财经APP获悉，摩根士丹利近期发布研报表示，根据该行2025年第二季度对首席信息官(CIO)的调 查结果，对微软(MSFT.US)近期需求趋势较为稳定，首席信息官情绪与上一季度相比基本未变。微软在 生成式人工智能领域的领先地位始终稳固。值得肯定的是，首席信息官们预计未来12个月内，将在31% 的终端上部署M365 Copilot，高于第四季度的17%，这表明其普及率在不断提高。 微软在极具吸引力的人工智能机遇中处于有利地位，仍是生成式人工智能领域的关键赢家。调查显示， 首席信息官的支出意向相当稳定，环比基本未变，首席信息官们现在预计2025年IT预算增长率为同比增 长3.6%，与第一季度相比下降了10个基点;2025年软件支出意向增长率为同比增长3.6%，与第一季度相 比下降了18个基点。 3)预计未来3年，与本地服务器相关产品的支出意向将下降1.3%，实际上这比典型的历史反馈要好，但 低于2024年第二季度调查中0.7%的增长预期(这是该行调查中首次出现正增长预期)。 微软人工智能支出意向：1)微软生成式人工智能套件的采用程度仍然很高，97%的首席信息官预计未来 12个月内将利用微软的某种人工智能工具， ...

Wilmington, Delaware , July 10, 2025 (GLOBE NEWSWIRE) -- PULPO WMS, a leading warehouse management system, today announced the launch of a sophisticated integration with Microsoft Dynamics 365 Business Central, developed in partnership with Aident, a specialized Microsoft implementation partner renowned for creating industry-specific extensions and optimizations for the Business Central platform. PULPO WMS and Microsoft Partner Aident Launch Advanced Integration for Dynamics 365 Business Central The integr ...

Core Insights - Salesforce, Inc.'s Data Cloud is experiencing significant growth, with annual recurring revenues (ARR) increasing by 120% year over year, surpassing $1 billion in the first quarter of fiscal 2025 [1][9] - The integration of Data Cloud with artificial intelligence (AI) features is evident, as nearly 60% of Salesforce's top 100 deals in the first quarter included both [2][9] - Data Cloud is essential for Salesforce's digital labor and intelligent automation initiatives, particularly in conjunction with the new AI-based product, Agentforce [3] Company Performance - Salesforce has utilized Data Cloud to enhance internal efficiency, notably reducing lead routing time from 20 minutes to 19 seconds in Slack [4] - The company's stock has declined by 18.1% year to date, contrasting with a 16.5% increase in the Zacks Computer – Software industry [8] Competitive Landscape - Salesforce's Data Cloud faces competition from Microsoft and Snowflake, both of which are prominent in enterprise data management [5] - Microsoft leverages its Azure Data services, which integrate with its broader ecosystem, providing a strong alternative for businesses already using Azure [6] - Snowflake specializes in cloud-based data warehousing, focusing solely on data management, which allows for easy storage, processing, and sharing of large volumes of data [7] Valuation and Earnings Estimates - Salesforce trades at a forward price-to-earnings ratio of 23.07, significantly lower than the industry average of 34.23 [10] - The Zacks Consensus Estimate indicates a year-over-year earnings increase of approximately 10.8% for fiscal 2026 and 11.5% for fiscal 2027, with upward revisions in estimates over the past 30 days [11]

Key Takeaways MSFT offers a full-stack data platform spanning storage, analytics and AI tools. Enterprise adoption of Fabric and OneLake highlights MSFT's growing platform traction. SNOW is deepening AI integration and expanding its unified data experience for enterprises.Snowflake (SNOW) and Microsoft (MSFT) are major players in the expanding cloud data platform market. Snowflake provides a scalable data warehouse with integrated AI and machine learning. Microsoft delivers a suite of data services on Azu ...

Core Insights - Microsoft is restructuring its sales unit, Microsoft Customer and Partner Solutions (MCAPS), to focus more on AI, as indicated in an internal memo from Judson Althoff, the chief commercial officer [1][2] - The restructuring comes alongside significant layoffs within the sales team, which were announced separately [2] - Althoff's memo emphasizes the need for agility and aims to position Microsoft as "the Frontier AI Firm" with five key priorities for the sales organization [2][6] Group 1: Restructuring and Priorities - The sales team will reduce its "solutions areas" from six to three: AI Business Solutions, Cloud & AI Platforms, and Security [3] - The five priorities outlined in the memo include establishing a Copilot on every device, strengthening M365 and D365 execution, creating meaningful AI design wins, growing the cloud platform business, and building a cybersecurity foundation [6][8][9] Group 2: Focus Areas - AI Business Solutions will concentrate on deploying "Copilots" across devices and enhancing Microsoft 365 and Dynamics 365 offerings [8] - Cloud & AI Platforms will encompass Azure, the AI "agent factory" Foundry, and the data analytics platform Fabric, focusing on frontier AI solutions and cloud workload modernization [9] - The Security focus aims to enhance the competitiveness of Microsoft's security tools, moving from a defensive to a more aggressive market stance [9][10] Group 3: Competitive Landscape - Microsoft faces increasing competition in the AI space from companies like OpenAI and Google, despite having an advantage due to existing enterprise tool usage [10]

Kobbie Mainoo of Manchester United during the Premier League match between Manchester United FC and Aston Villa FC at Old Trafford on May 25, 2025 in Manchester, England. The English Premier League is bringing artificial intelligence to the soccer pitch through a new partnership with Microsoft. Terms of the agreement were not disclosed. "This partnership will help us engage with fans in new ways — from personalized content to real-time match insights," Richard Masters, English Premier League CEO, said in a ...

Key Takeaways Salesforce's Agentforce has surpassed 4,000 paid deals and $100M in annualized recurring revenues. 30% of recent bookings came from repeat buyers, showing growing adoption and bundling with Data Cloud. CRM is scaling sales teams and revamping pricing to drive faster Agentforce adoption despite tough rivals.Salesforce's (CRM) Agentforce platform, which uses artificial intelligence (AI) to help companies automate tasks and improve customer service, is growing quickly. In just two quarters, Sal ...

LinkedIn CEO Ryan Roslansky speaks at the Concordia Annual Summit in New York on Sept. 20, 2021. in New York City.Microsoft is giving LinkedIn CEO Ryan Roslansky a bigger job, expanding his role to include oversight of Office productivity software, CNBC has learned.Roslansky, who took over LinkedIn five years ago, is becoming executive vice president of Office, reporting to Rajesh Jha, Microsoft's executive vice president for experiences and devices, according to a person familiar with the matter. Microsoft ...

【编者按】 继成功领导微软云计算、开源等多次重大转型后，微软 CEO 萨提亚·纳德拉（Satya Nadella）近日在 Build 大会后接受知名科技媒体人 Matthew Berman 的深度专访， 纳德拉在采访中坦言："我们正在经历一场软件与智能的范式巨变。AI 驱动的智能体网络将重塑企业软件的未来，SaaS 终 将融入其中。" 原文：https://www.youtube.com/watch?v=XSy7ry-x5pA 整理 | 梦依丹 软件和技术栈的深度重构： 他强调需"从第一性原理出发"为 AI 重构整个技术栈，将 Azure 升级为"AI 工厂"，并将 Microsoft 365 转变为 AI 新 界面、多人协作中心和沉浸式工作环境（如内嵌聊天功能的 IDE）。 SaaS 模式的颠覆与智能体网络的崛起： 他预言应用层将"坍缩并融入智能体"，传统 SaaS 应用需适应这种转变，成为智能体网络中的"后端之 一"，通过新协议（如 MCP）实现多智能体编排，最终聚焦于业务流程的整体完成。 负责任的 AI 与普惠未来： 纳德拉指出，公司将拥有 AI 智能体的知识产权，需将其纳入现有 IT 管理框架。他坚信 ...

随着英伟达、谷歌、微软、苹果、Meta、Salesforce 等科技巨头开始押注 AI 代理（AI agent），2025 年被称为"AI 代理元 年"——AI 正从"工具"升级为"助手"，甚至"代理人"。 对中小企业而言，构建 AI 代理需要集成多个复杂技术要素，包括大语言模型调用、API 编排、记忆机制、工具执行链、 状态管理、安全控制等等….为了降低企业应用 AI 代理的门槛，AI 代理市场 (AI Agent Marketplace) 正在兴起。 AI 代理市场可以视作一个平台，允许开发者发布、分发、集成和交易 AI 代理，企业或用户可以按需选择和部署不同类型 的代理，实现复杂的自动化任务。 无论是移动互联网还是物联网时代，成为平台型企业都是一个极具吸引力的目标，AI 代理时代亦是如此。一旦平台形成一 定规模，代理开发者与企业用户在平台上的聚集将形成双边网络效应，类似于 App Store。平台商通过平台订阅费、插件 分发抽成、高阶功能授权、企业级服务等手段实现收入复利化。 正因如此，最近几个月，我们能够看到许多企业明确表示已经或将要推出各自深耕领域的 AI 代理市场。基于此，本文将 来分析 AI 代 ...