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Salesforce shifts pay strategy: no raises for senior staff as stock-based incentives rise
business16 days ago

Salesforce shifts pay strategy: no raises for senior staff as stock-based incentives rise

Salesforce will skip base salary raises for directors and above this year, opting to boost stock grants and bonuses for top performers; pay details will be revealed during performance reviews that begin later this month, with more directors receiving stock grants, higher average grants, and a 103% funded bonus pool, in a move aligned with a broader tech pivot toward equity-based compensation amid a roughly 37% drop in Salesforce stock over the past year.

via Business Insider|
#business#compensation#executive-pay
Nvidia Boosts Market Pulse as Salesforce Trails on Soft Forecast
business1 month ago

Nvidia Boosts Market Pulse as Salesforce Trails on Soft Forecast

Stocks rose in the regular session with the S&P 500 up ~0.8%, the Nasdaq ~1.3%, and the Dow ~0.6% as tech led gains. Nvidia beat Q4 expectations with $68.13 billion in revenue and strong data-center demand, while Salesforce slid more than 4% after guiding for weaker fiscal 2027 revenue. After-hours futures were mixed, with the Dow down ~0.1% and S&P 500/Nasdaq futures roughly flat, as investors weigh AI disruption fears against software-sector resilience and await upcoming results from Warner Bros. Discovery, Dell, and CoreWeave along with jobless claims and PPI data.

via CNBC|
#ai#business#earnings
business1 month ago

Salesforce Extends AI Push With Record FY2026 Q4, Boosts FY27 Outlook

Salesforce posted a record fourth quarter of fiscal 2026 with revenue of $11.2 billion and full-year revenue of $41.5 billion, driven by rapid AI-enabled growth in Agentforce and Data 360, strong cash flow (operating cash flow of $15.0B, free cash flow $14.4B), and a new $50 billion share-repurchase authorization plus a dividend increase to $0.44. The company issued FY27 guidance of $45.8–$46.2 billion in revenue (about 10–11% organic CC growth) with GAAP operating margin around 20.9% and non-GAAP about 34.3%, plus Informatica integration contributing to growth. Salesforce highlighted industry momentum for its Agentic Enterprise platform, AWUs, and continued AI product releases as it aims to reach roughly $63B in revenue by FY30.

via Salesforce Investor Relations|
#agentic-enterprise#ai#business
Salesforce Posts Q4 Beat, Unveils $50B Buyback as Stock Slips
market-news1 month ago

Salesforce Posts Q4 Beat, Unveils $50B Buyback as Stock Slips

Salesforce (CRM) beat fiscal Q4 expectations with adjusted EPS of $3.81 on $11.2B revenue (up 12%), aided by a 13% rise in subscription revenue and Informatica’s $399M contribution; RPO hit a record $72.4B and ARR for Agentforce/Data 360 surpassed $2.9B. The company announced a $50B share repurchase plan, raised its quarterly dividend to $0.44, and issued upbeat FY guidance (revenue of $45.8–$46.2B; adjusted EPS of $13.11–$13.19; Q1 revenue of $11.03–$11.08B). Despite the beat, CRM declined about 5% after hours as investors weigh the outlook. A Moderate Buy consensus remains from analysts.

via TipRanks|
#buyback#crm#earnings
Salesforce Q4 Earnings Looms: Options Traders Bet on Roughly a 9.6% Move
markets1 month ago

Salesforce Q4 Earnings Looms: Options Traders Bet on Roughly a 9.6% Move

CRM is set to report Q4 after hours on Feb 26; current options price in an about 9.6% post-earnings move as investors weigh AI monetization, margins, and cloud spend. Analysts expect around $11.19B in revenue and $3.05 per share, with guidance of $11.13–$11.23B revenue and $3.02–$3.04 EPS. A strong beat could boost Salesforce’s AI roadmap momentum, while softer guidance could spark volatility. Street consensus remains a Moderate Buy with roughly 60% upside to about $299.

via TipRanks|
#ai#crm#earnings-preview
AI Disruption Saps Software Stocks as Forecasts Lag Behind
business1 month ago

AI Disruption Saps Software Stocks as Forecasts Lag Behind

Artificial intelligence is reshaping the software industry, weighing on shares of former winners like Workday and Salesforce even as analysts have been slow to raise earnings forecasts. Goldman Sachs notes that software stocks tracked by IGV have fallen about 24% in three months, while two-year forward earnings estimates for the group have risen roughly 5%, highlighting a gap between price action and fundamentals. Valuations have fallen from around 35x to under 20x, prompting warnings that disruption could spill into other sectors. Despite the pullback, IGV carries a Strong Buy consensus with an average target of $128.86, implying about 59% upside.”,

via TipRanks|
#artificial-intelligence#business#earnings-forecasts
Salesforce Overhauls Leadership to Accelerate AI and Slack Push
business2 months ago

Salesforce Overhauls Leadership to Accelerate AI and Slack Push

Salesforce is restructuring its leadership, naming six new leaders and promoting executives to run Slack and its Agentforce AI platform as part of a broader shake-up following multiple high-profile departures since December, including the former head of Agentforce Adam Evans. New roles include Iain Mulholland as chief security officer from Google, Patrick Stokes as chief marketing officer, Dave Ward as chief architect, Joe Inzerillo overseeing enterprise and AI technology (Slack and Agentforce), and promotions for Rob Seaman and Madhav Thattai to executive VP roles for Slack and Agentforce, respectively.

via Business Insider|
#agentforce#ai#business
AI Stock Rally Persists Into 2026: Nvidia Tops the Picks, With Microsoft and Salesforce Close Behind
business2 months ago

AI Stock Rally Persists Into 2026: Nvidia Tops the Picks, With Microsoft and Salesforce Close Behind

AI stock sentiment remains strong into 2026, with about 90% of investors planning to hold or boost exposure; Nvidia leads the AI data-center push, Microsoft powers enterprise AI, and Salesforce trades at a bargain amid AI fears, making Nvidia, Microsoft, and Salesforce top picks for the year as AI's growth potential remains vast.

via The Motley Fool|
#artificial-intelligence#business#investing
Salesforce Boosts Revenue Outlook Amid AI Adoption and Investor Skepticism
business4 months ago

Salesforce Boosts Revenue Outlook Amid AI Adoption and Investor Skepticism

Salesforce reports a strong revenue outlook for the current period, exceeding analyst estimates, driven by increased adoption of its AI tools like Agentforce, which has secured over 9,500 paid deals. The company's revenue is expected to be between $11.1 billion and $11.2 billion, with growth partly fueled by its recent $8 billion acquisition of Informatica. Despite some challenges in customer adoption and competition, Salesforce remains optimistic about the future impact of its AI products.

via Bloomberg.com|
#agentforce#ai-adoption#ai-tools
Salesforce Boosts Revenue Outlook Amid AI Skepticism and Stock Surge
business4 months ago

Salesforce Boosts Revenue Outlook Amid AI Skepticism and Stock Surge

Salesforce reported strong quarterly earnings with $10.3 billion in revenue, driven by AI momentum, and raised its full-year forecast, boosting its stock by 5% in after-hours trading despite a 29% decline in 2025. The company highlighted growth in subscription revenue, a robust pipeline of future revenue, and the success of its AI offerings like Agentforce, aiming for $60 billion in annual revenue by 2030.

via MarketWatch|
#ai-momentum#business#future-revenue-pipeline