breaking

Salesforce Earnings in Focus as AI Concerns Persist

Salesforce will report earnings Wednesday as investor scrutiny over artificial intelligence's competitive threat intensifies. The software company faces persistent questions about whether AI will disrupt its core business, with Bank of America maintaining a sell call ahead of the earnings announcement. Investors will scrutinize Agentforce, the company's AI agent platform, which generated $800 million in annual recurring revenue as of February and has closed more than 29,000 deals since launch. Revenue growth metrics and current remaining performance obligation will be critical indicators. Last quarter's 9% organic cRPO growth matched April quarter guidance of 9% organically (or 13% total including a 4% benefit from the Informatica acquisition). Operating margins and the company's new two-segment reporting structure will also draw close examination from analysts and investors.