Discussion

• @benioff Marc Benioff on x

  We just closed FY26, the biggest year in Salesforce history, and favor FY27 Guidance ! 🚀 FY27 Guidance: $46.2B revenue, 34.3% Non-GAAP Operating Margin, 20.9% GAAP Operating Margin - $41.5B revenue (+10% Y/Y)
- 34.1% Non-GAAP (+110 bps y/y) & 20.1% GAAP operating margin - [image]

• r/business r on reddit

  Salesforce shares sink 5% on mixed guidance as company commits $50 billion for buybacks

• r/wallstreetbets r on reddit

  Salesforce shares sink on mixed guidance as company commits $50 billion for buybacks

• @lukaszolejnik Lukasz Olejnik on bluesky

  Excuse me but this is ridiculous.  No challenge to SaaS from AI ... because someone is using a chat app?  I and we use Teams and other channels for communication, too.  So what?  We may switch it in minutes.  Channel is not a dependency.  Code is cheap. www.ft.com/content/b74b...…

• @stevehou Steve Hou on x

  I agree. I think software stocks had an expensive valuation problem, which made them vulnerable to shocks to growth assumptions. The software is dead thesis is overblown. They will stick around, they'll adapt. AI agents will call them and pay a fee. A new economics will emerge.

• @stocksavvyshay Shay Boloor on x

  $NVDA CEO Jensen Huang says the “SaaSpocalypse” narrative is wrong since AI agents won't replace software tools but they'll sit on top of them. The value accrues to the platforms and workflows agents plug into rather than some clean wipeout of SaaS. [video]

• @briansozzi Brian Sozzi on x

  Salesforce co-founder and CEO Marc Benioff (earnings call tonight): “I have never seen performance like this, but this obviously is not a rational market. We all know this. So we're using our remarkable cash flows to take advantage. You know, this is not our first SaaS

• @buccocapital @buccocapital on x

  A reminder that Salesforce has 76,000 employees and is therefore in total control of their stock price. They just refuse to do what obviously needs to be done