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Salesforce
Salesforce has lifted its revenue guidance for FY2026 despite a Q3 miss, as AI adoption accelerates and enterprise demand strengthens.
(AI video summary)
This video was created on 4 December 2025 for IG audiences by ausbiz.
NASDAQ code: CRM
Salesforce lifts guidance as AI adoption accelerates
Salesforce the global leader in customer relationship management (CRM) software, reported third-quarter (Q3) results that slightly missed estimates but raised its annual revenue and profit forecast. The company expects fiscal year (FY) 2026 revenue between $41.45 billion and $41.55 billion, signalling confidence despite near-term challenges.
Key highlights
- AI integration: Salesforce’s Agentforce uses artificial intelligence (AI) agents to automate sales and admin tasks, boosting efficiency
- Market position: with 30% global CRM share, Salesforce faces competition from HubSpot and emerging AI-driven platforms.
Investment outlook
Bearish case:
High costs: Software-as-a-service (SaaS) platforms remain costly, and advances in AI could enable businesses to build cheaper custom CRMs, eroding Salesforce’s pricing power. Ten-year returns average 12.8%, which some consider modest.
Bullish case:
Salesforce and peers like ServiceNow are among the few outside hyperscalers monetising end-user AI. Efficiency gains and early adoption point to strong growth potential.
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