$CRM subiendo +11% in premarket after reporting revenue of about 11.3B, up 11%, and raising its full-year outlook to nearly 46B.
The most important figure were outstanding performance obligations, which rose 14% to about 33.5B and beat expectations, easing fears that AI would erode its core business.
Management also leaned on the momentum of Agentforce, its AI agent product, and on an expanded partnership with Anthropic: ClaoudForce.
AI didn’t destroy it; it made it stronger.
The most important figure were outstanding performance obligations, which rose 14% to about 33.5B and beat expectations, easing fears that AI would erode its core business.
Management also leaned on the momentum of Agentforce, its AI agent product, and on an expanded partnership with Anthropic: ClaoudForce.
AI didn’t destroy it; it made it stronger.
