2027 Q1 -tulosraportti
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Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 2.9. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 28.5. | ||
2027 Q1 -tulosraportti 27.5. | ||
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 3.12.2025 | ||
2026 Q2 -tulosraportti 3.9.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
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·6 t sittenAgree with many in the thread. Salesforce has not let itself be threatened by AI - they have built it in as their most important growth engine. Agentforce, their AI-agent platform, surpassed $1 billion in ARR in just one quarter with 205% growth. It's not a defensive play, it's an offensive play. Q1 FY2027: $11.13 billion in revenue (+13%), EPS $3.88 versus expected $3.13 — a clear beat. Full-year guidance raised to $45.9-46.2 billion. The company delivers consistent and predictable growth quarter after quarter. The new AELA pricing model (fixed annual fee per agent instead of per user) is imo quite smart - it removes the ceiling for what a single customer can pay and gives Salesforce exponential revenue upside as AI agents replace human workflows. With 150,000 enterprise customers globally and data already living in Salesforce systems, it is precisely Salesforce that has the unique advantage: AI agents are most valuable where the data already is. Competitors start from zero — Salesforce starts from decades of customer history- 14 t sitten14 t sittenCRM has expected PE of 10 in 2028. It's like the markets are already pricing in this massive SaaS to not exist in five years. I don't see this happening. And even if it would happen, the decision making would take years, what kind of silly market analyst thinks that some co-pilot prompting "hey, listen create a massive 30 billion dollar cashflow business" would replace human risk taking, and human interest? I am too old .lol. What if they actually benefit from their size and use Ai? This is silly. Lol.
·20 t sittenSalesforce delivered a strong Q1: * Revenue: 11.1 bn USD (+13 %) * EPS: 3.88 USD (above expectation) * Earnings and margins better than expected * AI/Data Cloud growing rapidly, now several bn in ARR * Guidance for the year was raised to approx. 46 bn USD * Strong cash flow and large share buybacks
·20 t sitten · MuokattuHaven't read the whole report yet but this looks really good! Congratulations to everyone who owns this. Just look at Agentforce, what a boost!
21.5.21.5."The demand environment for Salesforce seems to be softer as the company prepares to report 1Q slated for next week, according to Deutsche Bank in a note. The analysts cite conversations with partners in the Salesforce ecosystem. "Deal volumes felt a bit lighter than expected with some deals having stalled, reflecting persistent budget scrutiny and more cautious buying cycles," the analysts say. "The ability to forecast usage-based spend remains a significant challenge for the ecosystem." The analysts also say one factor contributing to potential 1Q softness was a pull-forward of deals, as some customers took advantage of renewing early in 4Q" Source: https://www.tradingview.com/news/DJN_DN20260519007417:0/3 päivää sitten3 päivää sittenAbsolutely! I have work for decades as an IT consultant, and understand IT investments. This AI risk, that is already priced in, seems to me very overstated as management of a large corporation would have to take political risk and agency risk to develop all the security measures these huge companies have built for decades. Maybe I am wrong, would not be the first time, but I don't see how AI promoting can handle massive amount of complexity related to all software development AND how AI can induce political risk taking inside huge companies! But, I may be wrong.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
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2027 Q1 -tulosraportti
UUTTA
1 päivä sitten
‧1 t 7 min
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0,95%Tuotto/v
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
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Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenAgree with many in the thread. Salesforce has not let itself be threatened by AI - they have built it in as their most important growth engine. Agentforce, their AI-agent platform, surpassed $1 billion in ARR in just one quarter with 205% growth. It's not a defensive play, it's an offensive play. Q1 FY2027: $11.13 billion in revenue (+13%), EPS $3.88 versus expected $3.13 — a clear beat. Full-year guidance raised to $45.9-46.2 billion. The company delivers consistent and predictable growth quarter after quarter. The new AELA pricing model (fixed annual fee per agent instead of per user) is imo quite smart - it removes the ceiling for what a single customer can pay and gives Salesforce exponential revenue upside as AI agents replace human workflows. With 150,000 enterprise customers globally and data already living in Salesforce systems, it is precisely Salesforce that has the unique advantage: AI agents are most valuable where the data already is. Competitors start from zero — Salesforce starts from decades of customer history
- 14 t sitten14 t sittenCRM has expected PE of 10 in 2028. It's like the markets are already pricing in this massive SaaS to not exist in five years. I don't see this happening. And even if it would happen, the decision making would take years, what kind of silly market analyst thinks that some co-pilot prompting "hey, listen create a massive 30 billion dollar cashflow business" would replace human risk taking, and human interest? I am too old .lol. What if they actually benefit from their size and use Ai? This is silly. Lol.
- ·20 t sittenSalesforce delivered a strong Q1: * Revenue: 11.1 bn USD (+13 %) * EPS: 3.88 USD (above expectation) * Earnings and margins better than expected * AI/Data Cloud growing rapidly, now several bn in ARR * Guidance for the year was raised to approx. 46 bn USD * Strong cash flow and large share buybacks
- ·20 t sitten · MuokattuHaven't read the whole report yet but this looks really good! Congratulations to everyone who owns this. Just look at Agentforce, what a boost!
- 21.5.21.5."The demand environment for Salesforce seems to be softer as the company prepares to report 1Q slated for next week, according to Deutsche Bank in a note. The analysts cite conversations with partners in the Salesforce ecosystem. "Deal volumes felt a bit lighter than expected with some deals having stalled, reflecting persistent budget scrutiny and more cautious buying cycles," the analysts say. "The ability to forecast usage-based spend remains a significant challenge for the ecosystem." The analysts also say one factor contributing to potential 1Q softness was a pull-forward of deals, as some customers took advantage of renewing early in 4Q" Source: https://www.tradingview.com/news/DJN_DN20260519007417:0/3 päivää sitten3 päivää sittenAbsolutely! I have work for decades as an IT consultant, and understand IT investments. This AI risk, that is already priced in, seems to me very overstated as management of a large corporation would have to take political risk and agency risk to develop all the security measures these huge companies have built for decades. Maybe I am wrong, would not be the first time, but I don't see how AI promoting can handle massive amount of complexity related to all software development AND how AI can induce political risk taking inside huge companies! But, I may be wrong.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 2.9. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 28.5. | ||
2027 Q1 -tulosraportti 27.5. | ||
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 3.12.2025 | ||
2026 Q2 -tulosraportti 3.9.2025 |
2027 Q1 -tulosraportti
UUTTA
1 päivä sitten
‧1 t 7 min
Uutiset
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2027 Q2 -tulosraportti 2.9. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 28.5. | ||
2027 Q1 -tulosraportti 27.5. | ||
2026 Q4 -tulosraportti 25.2. | ||
2026 Q3 -tulosraportti 3.12.2025 | ||
2026 Q2 -tulosraportti 3.9.2025 |
0,44 USD/osake
Viimeisin osinko
0,95%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·6 t sittenAgree with many in the thread. Salesforce has not let itself be threatened by AI - they have built it in as their most important growth engine. Agentforce, their AI-agent platform, surpassed $1 billion in ARR in just one quarter with 205% growth. It's not a defensive play, it's an offensive play. Q1 FY2027: $11.13 billion in revenue (+13%), EPS $3.88 versus expected $3.13 — a clear beat. Full-year guidance raised to $45.9-46.2 billion. The company delivers consistent and predictable growth quarter after quarter. The new AELA pricing model (fixed annual fee per agent instead of per user) is imo quite smart - it removes the ceiling for what a single customer can pay and gives Salesforce exponential revenue upside as AI agents replace human workflows. With 150,000 enterprise customers globally and data already living in Salesforce systems, it is precisely Salesforce that has the unique advantage: AI agents are most valuable where the data already is. Competitors start from zero — Salesforce starts from decades of customer history
- 14 t sitten14 t sittenCRM has expected PE of 10 in 2028. It's like the markets are already pricing in this massive SaaS to not exist in five years. I don't see this happening. And even if it would happen, the decision making would take years, what kind of silly market analyst thinks that some co-pilot prompting "hey, listen create a massive 30 billion dollar cashflow business" would replace human risk taking, and human interest? I am too old .lol. What if they actually benefit from their size and use Ai? This is silly. Lol.
- ·20 t sittenSalesforce delivered a strong Q1: * Revenue: 11.1 bn USD (+13 %) * EPS: 3.88 USD (above expectation) * Earnings and margins better than expected * AI/Data Cloud growing rapidly, now several bn in ARR * Guidance for the year was raised to approx. 46 bn USD * Strong cash flow and large share buybacks
- ·20 t sitten · MuokattuHaven't read the whole report yet but this looks really good! Congratulations to everyone who owns this. Just look at Agentforce, what a boost!
- 21.5.21.5."The demand environment for Salesforce seems to be softer as the company prepares to report 1Q slated for next week, according to Deutsche Bank in a note. The analysts cite conversations with partners in the Salesforce ecosystem. "Deal volumes felt a bit lighter than expected with some deals having stalled, reflecting persistent budget scrutiny and more cautious buying cycles," the analysts say. "The ability to forecast usage-based spend remains a significant challenge for the ecosystem." The analysts also say one factor contributing to potential 1Q softness was a pull-forward of deals, as some customers took advantage of renewing early in 4Q" Source: https://www.tradingview.com/news/DJN_DN20260519007417:0/3 päivää sitten3 päivää sittenAbsolutely! I have work for decades as an IT consultant, and understand IT investments. This AI risk, that is already priced in, seems to me very overstated as management of a large corporation would have to take political risk and agency risk to develop all the security measures these huge companies have built for decades. Maybe I am wrong, would not be the first time, but I don't see how AI promoting can handle massive amount of complexity related to all software development AND how AI can induce political risk taking inside huge companies! But, I may be wrong.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt