Salesforce CEO Marc Benioff dismisses concerns of a “SaaS-pocalypse”, saying companies like Anthropic use “a lot of SaaS because it just got better with agents”
Financial Times
Related Coverage
- Salesforce & Nvidia CEOs dismiss ‘SaaS-pocalypse’ fears Capacity · Jasdip Sensi
- Salesforce CEO ‘SaaSquatch’ Benioff says his company will monster the SaaSpocalypse The Register · O'Ryan Johnson
- ‘Not our first SaaS-pocalypse,’ Salesforce CEO Marc Benioff says after stock sinks over 5% San Francisco Business Times · Adam Pardee
- Salesforce shares are down 4% in premarket on mixed guidance and $50 billion buyback commitment CNBC · Jordan Novet
- Salesforce CEO Marc Benioff: This isn't our first SaaSpocalypse TechCrunch · Julie Bort
- Salesforce Beat Every Number. SaaS-Angst Won Anyway. Implicator.ai · Marcus Schuler
- Salesforce Q4 strong, Agentforce picks up momentum Constellation Research · Larry Dignan
- Salesforce Targets the ITSM Status Quo: 180 Organizations Replace Legacy Support Tools with Agentforce IT Service Business Wire
- Benioff Wears the Jacket. Perplexity Plays the Broker. Implicator.ai · Marcus Schuler
- Salesforce shares down 4% in premarket on weak guidance, raising concerns over AI competition Livemint
- Marc Benioff downplays software apocalypse fears: ‘It may be eaten by the SaaS-quatch’ Business Insider · Hugh Langley
- Earnings call transcript: Salesforce Q4 2026 earnings beat expectations Investing.com
- Maybe AI won't kill SaaS Cautious Optimism · Alex Wilhelm
- Salesforce's underwhelming earnings won't be enough to stem the AI software slide CNBC · Lisa Kailai Han
- OpenClaw Security Risk: OAuth and SaaS Identity Security Boulevard
- Prediction: These Artificial Intelligence (AI) Stocks Will Be the Surprise Winners of the Software Sell-Off in 2026 Motley Fool · Geoffrey Seiler
Discussion
-
@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...…
-
@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
-
@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