Trending Creators in 2025
Likes Received$Salesforce(CRM.US)
Should actively embrace AI
Invest more funds in building AgentForce
The per-seat pricing model is bound to be disrupted
Only when AgentForce's revenue contribution becomes the majority will CRM's transformation be considered successful
Customers pay for outcomes
This is exactly what Palantir has been doing
$Palantir Tech(PLTR.US)
CRM Trans: Organic rev. growth to re-accelerate in H2 FY ---
Below is Dolphin Research's Trans of $Salesforce(CRM.US) FY26 Q4 earnings call.
For our earnings analysis, cf. 'Salesforce: The AI replacement thesis sweeps the field — has the SaaS leader been cast aside?'Key takeaways recap
1) Q1 guidance: revenue of $11.03–11.08bn, implying reported growth of ~12–13%.Management also guides Q1 CRPO to grow ~14% YoY on a reported basis ...
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