尽管收入和收入增长强劲,但销售部的首席执行官解决投资者对AI战略的疑虑。
Salesforce's CEO addresses investor doubts over AI strategy despite strong earnings and revenue growth.
销售公司CEO Marc Benioff正在解决投资者对该公司AI战略的关切,尽管报告Q3成果强劲,收入高达9%至109亿美元,每股收入高达37%至2.19美元,超过了预期。
Salesforce CEO Marc Benioff is addressing investor concerns about the company’s AI strategy despite reporting strong Q3 results, with revenue up 9% to $10.9 billion and earnings per share rising 37% to $2.19, surpassing expectations.
该公司的前瞻性前景也超过了预测,股票最初猛涨了5%以上,然后达到2%的收益。
The company’s forward outlook also exceeded forecasts, and shares initially surged over 5% before settling to a 2% gain.
贝尼奥夫强调了人工智能在通过Agentforce等工具改变客户运营中的作用,该工具自动化了支持角色,并导致4000人减少了员工.
Benioff emphasized AI’s role in transforming customer operations through tools like Agentforce, which automated support roles and led to a 4,000-person workforce reduction.
尽管销售联盟获得了80亿美元的Informica, 并大力争取成为AI驱动的企业平台的领导者, 但投资者仍持怀疑态度, 因为公司采用AI工具的速度慢于预期。
Despite Salesforce’s $8 billion acquisition of Informatica and a push to become a leader in AI-driven enterprise platforms, investor skepticism remains due to slower-than-expected corporate adoption of AI tools.
该公司的市场价值比峰值下跌了35%,股权财富损失了1 250亿美元,即使贝尼霍夫预测到2030年年收入为600亿美元。
The company’s market value has dropped 35% from its peak, erasing $125 billion in shareholder wealth, even as Benioff projects $60 billion in annual revenue by 2030.