Software Earnings Arrive. It's a Crucial Time for the Industry. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Software Earnings Arrive. It's a Crucial Time for the Industry.By [Angela Palumbo]ShareResize---ReprintsSalesforce is scheduled ...

Salesforce Inc. (NYSE:CRM) is one of the AI stocks that will go to the moon. On February 18, Salesforce Inc. (NYSE:CRM) entered into an agreement to acquire Momentum. The acquisition of the conversational insights and revenue orchestration platform will extend Agentforce 360 and Slackbot abilities to ingest and analyze unstructured data from third-party voice and video channels. Salesforce Inc (CRM) Expands AI Capabilities With Momentum Acquisition Salesforce plans to merge Momentum’s universal ingestion ...

Group 1 - The article discusses a thought experiment regarding the potential impact of AI on the white-collar economy, suggesting that if AI performs exceptionally well, it could disrupt the software industry significantly [2] - Major companies in the SaaS sector, such as Salesforce, Snowflake, and Workday, are set to report earnings, and their ability to adapt to AI automation will be closely scrutinized by investors [2] - Despite some companies like ServiceNow and Palantir showing resilience in their recent quarters, the overall market sentiment remains negative, leading to continued sell-offs in the sector [3][4] Group 2 - A chart from Goldman Sachs illustrates a historical pattern where newspaper stocks maintained earnings while their stock prices fell, indicating that the market may be preemptively pricing in the disruptive effects of AI on software companies [4] - The cybersecurity sector is also experiencing declines, with stocks like CrowdStrike facing significant drops despite positive commentary about AI's capabilities [5] - Companies that adapt to disruption, like the New York Times, which has diversified its revenue streams, are highlighted as examples of how to thrive in changing markets [6][7]

The Dow Jones Industrial Average (^DJI) was down 798.40 (-1.61%) points today, currently sitting at 48,827.57. Similarly, Dow Futures (YM=F) was down 742.00 (-1.49%) points. The primary narrative driving this sharp decline was a significant "risk-off" rotation triggered by renewed concerns over stubborn inflation data and a potential hawkish shift in monetary policy. This sentiment disproportionately affected the financial and technology sectors, as investors moved capital away from growth-oriented and cred ...

While Wall Street, New York City and much of the northeastern U.S. are under a blizzard warning, one might say that the software industry is currently navigating a “SaaS-pocalypse.” A massive valuation reset wiped out nearly $1 trillion in market value, sending several industry giants to 52-week lows.CRM stock is falling. See the chart and price action here. The AI Blizzard: 52-Week Lows & PerformanceAs of late February, the following key SaaS stocks have seen significant volatility or reached yearly lows, ...

Fears of a software apocalypse are pummeling markets again to start the week. US stocks dropped on Monday as traders reacted to new tariff uncertainty, while software in particular was pummeled by renewed fears of AI disruption prompted by a downgrade of Salesforce stock and a note making the rounds that theorized the AI boom could ultimately lead to a white-collar recession and a stock crash. Major indexes lost more than 1% as investors continued to digest recent trade policy changes, including President D ...

TomCo Energy PLC (AIM:TOM, OTC:TMCGF) shares dropped 35% on Monday, falling to 0.035p, impacted by expected new equity dilution, after it announced a renewed partnership with Valkor that leaves the pair jointly controlling Greenfield Energy on a 50:50 basis, as the AIM-listed group looks to progress oil-sands opportunities in Utah’s Uinta Basin.Novo Nordisk (NYSE:NVO) attempt to reclaim the initiative in the obesity drug race has backfired, after its experimental next-generation treatment failed to prove it ...

来源：滚动播报 DoorDash和美国运通周一分别领跌软件股和支付类股，此前Citrini Research发文详述了人工智能可能对 市场和全球经济产生影响的假设性情境。文章称："本文的唯一目的在于模拟一个相对而言研究不足的 情境"。文章中提到的几家软件相关公司中，周一股价下跌的包括：DoorDash跌6.3%，优步跌3.8%， Salesforce跌5.3%，ServiceNow跌4.3%。其他提及的股票中下跌的包括：万事达跌3.65%，维萨跌3.0%， 美国运通跌7.5%，第一资本金融跌6.4%，阿波罗全球管理跌5.0%，黑石集团跌7.4%，KKR跌7.5%。 ...

格隆汇2月23日｜赛富时(CRM.US)盘中一度跌超5%，报174.68美元。消息面上，摩根士丹利将赛富时 (SALESFORCE)目标价从398美元大幅下调至287美元。 ...

Core Insights - Salesforce, Inc. (CRM) is expected to report its fourth-quarter fiscal 2026 earnings on February 25, with a focus on the impact of its investments in artificial intelligence (AI) and cloud products on financial performance [1] Group 1: Financial Performance Expectations - For the fiscal fourth quarter, Salesforce anticipates total revenues between $11.13 billion and $11.23 billion, with a midpoint of $11.18 billion, reflecting an 11.7% increase from the previous year's quarter [6][11] - The company projects non-GAAP earnings per share in the range of $3.02 to $3.04, indicating a 9% increase from the year-ago quarter [9][11] Group 2: Market Position and Growth Drivers - Despite a challenging macro environment, demand for digital tools remains strong, positioning Salesforce well with its subscription-based software and AI features [2] - Salesforce's cloud-based model aligns with the current work environment, making it a strong player in enterprise software [3] - AI is identified as a key growth lever, with analytics and generative AI tools helping clients automate workflows and improve customer targeting [4][5] Group 3: Cost Management and Profitability - Salesforce has focused on improving profitability through cost-cutting measures and operational improvements, allowing for increased earnings despite slower revenue growth [7] - The company's ability to control costs positions it favorably for profit growth, even with potential reductions in deal sizes [8]