#EnterpriseSoftware
Total 2 articles
EconomyEN
Agentforce Crosses $1B, But Salesforce's Moat Is Still Being Tested
Salesforce beat Q1 estimates and Agentforce hit $1.2B annualized revenue. But a soft RPO and slightly missed guidance tell a more complicated story about AI's threat to enterprise software.
EconomyEN
Oracle's 11% Pop Is a Verdict on the 'SaaS Apocalypse
Oracle beat revenue expectations with 18% growth and 81% cloud infrastructure surge, directly challenging fears that generative AI would destroy traditional software vendors.
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SP
Seoyeon Park