After Salesforce published the latest financial report, the stock price rose by 20 per cent, and the software plate went up. On the same day, the company announced the launch of a new AI plugin with Anthropic, and the market's concern about the generated AI shock SaaS model eased.
Higher than expected
The company received $11.35 billion during the season, which is higher than the market forecast of $11.32 billion, an increase of 11 per cent over the same period. The adjusted gain per share of $5.90 was also significantly higher than the analyst ' s projection of $3.27.
At a time when the generated AI influences the continuing warming of discussions in the software industry, the financial disclosure becomes a direct driver of the upswing in stock prices. Previously, the software unit had been under overall pressure this year, and the market was concerned that large models would weaken the pricing capacity and use value of SaaS products.
Claudeforce official appearance
Salesforce CEO Mark Beniov and Anthropic CEO Dario Amodei published a plugin called Claudeforce on the CNBC programme. The product is based on Claude chat robots, which are mainly aimed at salesmen for key business data.
Benioof indicated at the financial conference that the outside judgment that SaaS would be replaced by a generating AI did not appear in the company ' s business. He claims that the pessimistic predictions of the past two quarters have not been validated on Salesforce.
Anthropic investment return Floating Current
The company also stated that its strategic investment in Anthropic had yielded $2.6 billion in returns. At the same time, the valuation of Anthropic had risen to $965 billion before the first public fund-raising unit of concern.
The financial over-expectedness, the co-optation of AI products, and the return on investment in Anthropic contributed to the upturn in market sentiment and made Salesforce one of the main drivers of the software stock boom that day.