赛富时(CRM)今日盘前大跌5.13%,主要原因是公司发布的第四季度财报及未来展望令人失望。
第四季度营收同比仅增长7.6%至99.9亿美元,不及分析师预期的100.4亿美元。重要的订阅和支持营收也低于分析师预期。对于下一季度,公司预计营收将介于97.1亿至97.6亿美元之间,低于分析师预期的99.1亿美元。
整个新的财年,赛富时预计营收将在405亿-409亿美元之间,也不及分析师平均预期的415亿美元。从公司层面来看,尽管赛富时在人工智能(AI)布局方面取得一些进展,但投资者似乎对其AI产品Agentforce和Data Cloud在短期内的货币化前景存有疑虑。AI竞争加剧也可能是另一个潜在影响因素。
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