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Während der Dreamforce-Kongress in Moscone Convention Center stattfand, betonte Salesforce eine 'headless'-Strategie als potenziellen Treiber neues Wachstums, der noch nicht in seiner Leitlinien enthalten ist. Die Strategie bezieht sich auf die Monetarisierung von künstlichen Intelligenz-Agenten als Benutzer ihrer Softwareprodukte. "Während die menschliche Verwendung von Software durch Mitarbeiterproduktivität begrenzt ist, hat das Engagement mit Agenten das Potenzial, die Monetarisierung auf einem viel größeren Maßstab zu entfesseln", sagte Stefan Slowinski, Senior-Analyst bei BNP Paribas in einer Investor-Note. "Salesforce entwickelt MCP-Verbindungen über seine Plattform, was es ersten- und drittenspartanischen Agenten ermöglicht, Kontext und Daten zugreifen und innerhalb von Salesforce-Anwendungen handeln zu können. Die derzeitigen pro-Sitz-APILimits bieten einen Ausgangspunkt für die Abrechnung des headless-Engagements, aber das Unternehmen wird weiterhin in Preisgestaltung und -Packaging innovieren und die Ankündigung neuer headless-Monetarisierungsmöglichkeiten kann ein potenzieller zukünftiger Katalysator sein, wie auch neue Ergebnisbasierte Preisoptionen.

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Die breitere Software-Branche erlebte am Freitag weitverbreitete Rückschläge, als sich die fragile Investorenglaubwürdigkeit in eine Welle von sympathischem Verkauf über den Sektor erstreckte. Der Rückgang setzte einen Monat langen Erholungsprozess fort, der durch starke Unternehmensergebnisse und Vorleistungen von Snowflake angefeuert wurde.

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In early trading on Friday, shares of Sherwin-Williams topped the list of the day's best performing Dow Jones Industrial Average components, trading up 1.8%. Year to date, Sherwin-Williams has lost about 0.5% of its value.

And the worst performing Dow component thus far on the day is Salesforce, trading down 2.3%. Salesforce is lower by about 38.6% looking at the year to date performance.

Two other components making moves today are International Business Machines, trading down 2.2%, and Goldman Sachs Group, trading up 1.7% on the day.

VIDEO: Dow Movers: CRM, SHW

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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We just covered

Harvard University Stock Portfolio 2026: Top 10 Picks. Zillow (NASDAQ:Z) ranks #9 (see Harvard University Stock Portfolio 2026: Top 5 Picks).

Harvard’s Stake: $23,257,422

Zillow (NASDAQ:Z) has been one of the biggest losers in the market, down about 50% over the past year. But bulls believe the stock can rebound from here.

A key growth driver is rentals. In Q1, rental revenue jumped 42% year-over-year. The company had 2.7 million average monthly active rental listings on its platform. It is becoming the default destination for renters across the U.S.

Bulls also believe Zillow (NASDAQ:Z) is evolving into a full housing transaction platform. Purchase loan originations nearly doubled in Q1 to $1.55 billion. Zillow is no longer just a place to browse homes. It is now involved in the mortgage, the tour, and the closing.

AI is also weighing on the stock. The fear is straightforward — if AI agents like Gemini or ChatGPT can scrape listings, answer housing questions, and connect buyers directly to agents, why would anyone need Zillow? The worry is that Zillow (NASDAQ:Z) becomes irrelevant as the search layer of real estate gets commoditized.

But Zillow (NASDAQ:Z) bulls say these fears are overdone. The company’s moat is not in search listings — it is in deeply embedded workflow software that powers the entire transaction. ShowingTime supports roughly 90% of U.S. home tours. Follow-Up Boss is the CRM for about 80% of the top 50 highest-volume agent teams. These tools are deeply integrated into how agents and buyers operate daily. An AI chatbot cannot easily replicate that.

The losses have made the valuation attractive. The stock trades at roughly 10 times forward EBITDA and about 2.6 times forward revenue — modest multiples for a company growing revenue at nearly 20% in a housing market that is barely moving.

While we acknowledge the potential of Z as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.

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ServiceNow's NOW Now Assist is becoming one of the key drivers of its AI business on the back of strong customer adoption. ServiceNow continues to see strong demand for Now Assist, its generative AI product suite across its customer base, where the product continues to exceed the company's expectations.

The company had previously set a target of $1 billion in AI revenue contribution for 2026. In the first quarter of 2026, management raised the target to $1.5 billion. This reflects a 50% increase compared with the prior target. What's driving this surge is the stronger adoption of ServiceNow's AI products such as Now Assist, across its customer base, where customers are deploying AI faster and on a much larger scale.

Customer spending trends remained strong in the first quarter. Deals including three or more Now Assist products grew nearly 70% year over year in the first quarter, suggesting that customers are expanding AI usage across multiple workflows rather than testing a single AI feature. This bodes well for ServiceNow's prospects as customers are increasingly moving from AI pilots to full production deployments across their organizations and are now investing in AI across multiple business functions.

Now Assist is also helping ServiceNow grow other AI products. The company stated that adoption of Now Assist is driving demand for AI Control Tower and RaptorDB Pro. In the first quarter, AI Control Tower average deal sizes more than doubled sequentially, while RaptorDB Pro deal volume increased 80% year over year. The above-mentioned factors show how rising customer adoption and higher AI revenue expectations is positioning Now Assist to become an important driver of ServiceNow's AI growth strategy.

The Zacks Consensus Estimate for ServiceNow's 2026 and 2027 revenues indicates year-over-year growth of 21.9% and 18.1%, respectively.

ServiceNow Faces Stiff Competition

ServiceNow is facing stiff competition from the likes of Salesforce CRM and Atlassian TEAM.

Salesforce competes with ServiceNow through its offerings such as Agentforce, Data Cloud and Slack, through which it creates a unified ecosystem and connects customer data with integrated AI across systems, apps and devices. In the first quarter of fiscal 2027, Agentforce’s annual recurring revenues (ARR) surpassed $1 billion, up in triple digits year over year. Salesforce expects this momentum to continue in fiscal 2027, on the back of robust customer demand for its agentic offerings.

Atlassian competes with ServiceNow through its suite of cloud-based software solutions, such as Jira, Rovo and Teamwork Graph, which help organizations collaborate and manage their workforce. In the third quarter of fiscal 2026, Atlassian continued to add millions of monthly active users to Rovo, while strong customer engagement across Jira helped the company's cloud business grow 29% on a year-over-year basis.

Story Continues

NOW’s Share Price Performance, Valuation & Estimates

ServiceNow shares have plunged 32.3% year to date compared with the Zacks Computers - IT Services industry’s decline of 21.8%.

NOW’s YTD Price PerformanceZacks Investment Research

Image Source: Zacks Investment Research

ServiceNow stock is overvalued, with a forward 12-month price/earnings (P/E) of 23.45X compared with the industry’s 17.57X. NOW has a Value Score of D.

NOW Forward 12 Months (P/E) Valuation ChartZacks Investment Research

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for ServiceNow’s 2026 earnings is pegged at $4.14 per share, unchanged over the past 30 days. The figure indicates a 17.95% increase year over year.Zacks Investment Research

Image Source: Zacks Investment Research

ServiceNow stock currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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Salesforce (CRM) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this customer-management software developer have returned -0.7% over the past month versus the Zacks S&P 500 composite's -0.2% change. The Zacks Internet - Software industry, to which Salesforce belongs, has gained 0.5% over this period. Now the key question is: Where could the stock be headed in the near term?

Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.

Earnings Estimate Revisions

Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

Salesforce is expected to post earnings of $3.27 per share for the current quarter, representing a year-over-year change of +12.4%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.5%.

The consensus earnings estimate of $14.12 for the current fiscal year indicates a year-over-year change of +12.8%. This estimate has changed +6% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $15.49 indicates a change of +9.7% from what Salesforce is expected to report a year ago. Over the past month, the estimate has changed +5.4%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Salesforce.

Story Continues

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS12-month consensus EPS estimate for CRM

Revenue Growth Forecast

While earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.

For Salesforce, the consensus sales estimate for the current quarter of $11.3 billion indicates a year-over-year change of +10.4%. For the current and next fiscal years, $46.09 billion and $50.4 billion estimates indicate +11% and +9.4% changes, respectively.

Last Reported Results and Surprise History

Salesforce reported revenues of $11.13 billion in the last reported quarter, representing a year-over-year change of +13.3%. EPS of $3.88 for the same period compares with $2.58 a year ago.

Compared to the Zacks Consensus Estimate of $11.06 billion, the reported revenues represent a surprise of +0.68%. The EPS surprise was +24.36%.

The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates three times over this period.

Valuation

No investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.

Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.

As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Salesforce is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

Conclusion

The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Salesforce. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.

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Collaboration will improve call center experience for members and 1.5 million providers with AI agents

Originally published on CVS Health Company Newsroom

SAN FRANCISCO, CA AND WOONSOCKET, RI / ACCESS Newswire / June 12, 2026 / Salesforce (NYSE:CRM), the world's #1 AI CRM, and CVS Health (NYSE:CVS), a leading health care solutions company which serves 185 million people each year, today announced an expansion of their collaboration to simplify and streamline call center interactions for members and providers across multiple CVS Health businesses. This expanded use of Agentforce Health, Salesforce's industry vertical solution for health care that brings humans, data, and AI agents together on a deeply unified platform, reinforces CVS Health's leadership position in leveraging AI to personalize the member call center experience and better meet members' health care needs.

Driving Customer Call Center Engagement with Data and AI

CVS Health will leverage Agentforce Health to support its Aetna and CVS Caremark businesses on a secure call center platform.

The call center platform will use AI agents to provide real-time insights, empowering CVS Health member care colleagues to resolve inquiries faster and with clinical integrity and oversight. Salesforce's technology will connect CVS Health's data, as permitted by applicable laws and client contracts, to help ensure member care colleagues have a complete view of a member's health profile when they are interacting with different CVS Health businesses. This will enable CVS Health member care colleagues to address members' challenges in a single interaction where possible and appropriate for the member. The platform will remove friction from the experience by giving AI agents access to the information they need to quickly support members and CVS Health member care colleagues, creating a more personalized and easier call center experience.

"Our purpose is to simplify health care - one person, one family and one community at a time - which starts with building a more connected, compassionate and accessible health care experience during every interaction with our members," said Pushpendu Pal, Senior Vice President and Chief Digital Technology Officer, CVS Health. "Through the responsible use of AI, we're revolutionizing health care, unlocking new levels of accessibility for our members, and empowering our colleagues to provide an even deeper, more engaged experience in every moment of a member's journey."

A Decade of Collaboration Evolves into AI-Driven Call Center Care

Story Continues

For over a decade, CVS Health and Salesforce have worked together to build CVS Health a centralized call center service solution that simplifies the member experience with Agentforce Health and Agentforce Service. By leveraging Slack, customer care call center teams can communicate in real-time and ensure they are aligned on providing the best outcomes for members and providers.

"Agentforce Health supports CVS Health's call center experience strategy by creating a seamless experience and automating routine tasks," said Amit Khanna, Senior Vice President and General Manager, Agentforce Health at Salesforce. "With Agentforce Health, CVS Health colleagues can focus on higher-value work, facilitating more meaningful, one-on-one time with every member."

This expansion marks Salesforce's largest Agentforce deal to date across regulated industries.

The expanded collaboration will also help reduce fragmentation in the U.S. health system and demonstrates the value of CVS Health's integrated call center experience model. As a client of CVS Caremark and Aetna, Salesforce's own employees will experience the benefits of this expanded collaboration.

About Salesforce

Salesforce helps organizations of any size become Agentic Enterprises - integrating humans, agents, apps, and data on a trusted, unified platform to unlock unprecedented growth and innovation. Visit www.salesforce.com for more information.

About CVS Health

CVS Health is a leading health solutions company simplifying health care one person, one family and one community at a time. As of March 31, 2026, the Company had approximately 9,000 retail pharmacy locations, more than 1,000 walk-in and primary care medical clinics and a leading pharmacy benefits manager with approximately 88 million plan members. The Company also serves an estimated more than 37 million people through a broad range of health insurance products and related services. The Company's integrated model uses personalized, technology driven services to connect people to simply better health, increasing access to quality care, delivering better outcomes, and lowering overall costs.

Media Contact:

Phil Blando Phillip.Blando@cvshealth.comCollaboration will improve call center experience for members and 1.5 million providers with AI agents Originally published ...·CVS Health

Find more stories and multimedia from CVS Health at 3blmedia.com.

Contact Info: Spokesperson: CVS Health Website: https://www.3blmedia.com/profiles/cvs-health Email: info@3blmedia.com

SOURCE: CVS Health

View the original press release on ACCESS Newswire

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Salesforce (NYSE:CRM) has begun a new round of layoffs affecting at least 86 employees in California and abroad. Teams tied to AI and Marketing Cloud, including areas linked to the Agentforce platform, are among those impacted. The layoffs are part of a broader shift toward AI-focused business models and revised software monetization.

For you as an investor, the key point is that Salesforce is reshaping its operations around AI, not simply trimming costs. The company is concentrating resources on Agentforce and related AI tools, which sit at the center of its pitch to large enterprises that want to automate more customer and employee interactions.

Restructuring of this kind can influence how quickly Salesforce ships new AI features, how customers experience its products, and how it competes with other large software providers. It also raises questions you may want to monitor around execution risk, internal morale, and whether the AI pivot changes the balance between subscription revenue and newer usage based models.

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The latest layoffs sit alongside a series of moves that concentrate Salesforce’s leadership attention and spending on AI powered products and new revenue models. Cuts in parts of AI and Marketing Cloud, combined with acquisitions like m3ter for usage based billing and high profile deployments such as the FIFA World Cup partnership, point to a leadership team that is actively reshaping how the business is staffed, priced, and presented to large customers. At the same time, Salesforce has appointed a new Chief Accounting Officer with deep audit experience, which may matter as the company manages more complex revenue recognition tied to consumption based contracts and multi year AI agreements.

How This Fits Into The Salesforce Narrative

The restructuring supports the existing narrative that management is leaning into AI automation and workflow integrations, with Agentforce and Data Cloud at the center of larger, more complex deployments. Workforce reductions in and around AI and Marketing Cloud could challenge the view that execution risk from acquisitions and product integration is fully under control, especially as Salesforce competes with Microsoft, ServiceNow, and Oracle on enterprise AI. The leadership changes in finance and the use of m3ter for consumption based billing add an extra layer of accounting and contract complexity that is not fully detailed in the narrative’s focus on growth and operating discipline.

Story Continues

Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Salesforce to help decide what it's worth to you.

The Risks and Rewards Investors Should Consider

⚠️ Repeated headcount reductions tied to AI could weigh on culture and execution, especially if remaining teams are expected to support large deployments for clients and events while also integrating acquisitions like m3ter. ⚠️ Expanding usage based pricing and complex AI contracts raises the importance of accurate forecasting and accounting, so any missteps in reporting between consumption and subscription revenue could dent investor confidence. 🎁 Concentrating resources on Agentforce, Data Cloud, and AI centric revenue tools gives Salesforce a clearer focus as customers test AI workflows across CRM, support, and analytics, rather than spreading investment across many smaller priorities. 🎁 The combination of AI partnerships, enterprise deals like FIFA, and leadership with long experience in technology auditing may help Salesforce build a repeatable model for large, multi cloud AI projects versus peers such as Microsoft and Oracle.

What To Watch Going Forward

From here, you may want to watch how Salesforce’s leadership describes headcount, hiring plans, and productivity on future calls, especially around core Agentforce teams. Pay attention to any commentary on how often AI agents and usage based contracts feature in large wins, and whether the new Chief Accounting Officer flags changes in revenue disclosure or segment reporting as consumption based pricing scales. It is also worth tracking how quickly Salesforce references the recent layoffs as complete, and whether further restructuring follows as the company balances AI investment, acquisitions, and large event contracts with cash flow and debt levels.

To ensure you're always in the loop on how the latest news impacts the investment narrative for Salesforce, head to the community page for Salesforce to never miss an update on the top community narratives.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include CRM.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Key Points

Salesforce's Agentforce annual recurring revenue reached $1.2 billion last quarter, up 205% year over year. The stock is down about 37% in 2026 and trades near its 52-week low. Management expects revenue growth to reaccelerate in the second half of fiscal 2027.10 stocks we like better than Salesforce ›

Shares of software giant Salesforce(NYSE: CRM) are trading near a 52-week low as of this writing, down about 37% year to date -- a slide that makes it one of the worst-performing large-cap software stocks of 2026. The latest leg lower came Thursday, with much of the software sector falling after Oracle reported its quarterly results.

Yet Salesforce's artificial intelligence (AI) business is growing faster than almost anything the company has ever sold. Annual recurring revenue (ARR) for Agentforce, the company's platform for putting autonomous AI agents to work, reached $1.2 billion in the fiscal first quarter of 2027 (the period ended April 30, 2026), up 205% year over year.

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So investors are looking at a company whose newest product is more than tripling -- and pricing the stock as if its best days are behind it. Both of these things can't stay true forever.

Here's a closer look at each side of this disconnect, and what could eventually resolve it.

Image source: Getty Images.

Why investors keep selling the stock

The bear case starts with a thesis that has earned its own nickname: the "SaaSpocalypse." The worry is that increasingly capable AI agents will take over work currently done by humans, shrinking demand for the per-seat subscriptions that software-as-a-service (SaaS) companies sell. And since Salesforce charges largely by the user, the thinking goes, fewer human users could eventually mean less revenue.

Oracle's report this week added to the pressure. While the database giant grew its fiscal fourth-quarter revenue 21%, its free cash flow for the full fiscal year was negative $23.7 billion as it ramps spending on AI data centers. Oracle shares sank about 10% on Thursday, and Salesforce fell alongside the rest of the sector.

And to be fair, the skeptics have some ammunition. Salesforce's fiscal Q1 revenue rose 13% year over year to $11.1 billion, but $444 million of that came from Informatica, the data management company Salesforce acquired last year. Excluding this contribution, growth was closer to 9%. Management also flagged ongoing weakness in its marketing and commerce products, along with softness in Tableau.

The numbers that don't fit the story

But here's the weird thing: despite some slowing in Salesforce's business, AI doesn't seem to be the issue. In fact, AI seems to be a catalyst.

Start with Agentforce. Its ARR stood at $800 million when fiscal 2026 ended on Jan. 31 -- meaning the business grew 50% in a single quarter on its way to $1.2 billion. Even more striking, in a direct challenge to the idea that AI shrinks software seat counts, seven of Salesforce's 10 largest deals in fiscal Q1 added seats.

"[T]here is a latent demand where people want to use Salesforce in their flow of work, but they need a trusted infrastructure," said Salesforce president and chief engineering and success officer Srinivas Tallapragada during the company's fiscal first-quarter earnings call.

Management's position, in other words, is that AI is a tailwind for Salesforce rather than a threat.

CEO Marc Benioff called agentic AI "the biggest growth opportunity for our customers, and for Salesforce" in the company's fiscal Q1 earnings release. And the company is putting money behind the message, entering into a $25 billion accelerated share repurchase earlier this year. Partly thanks to the resulting drop in share count, fiscal Q1 earnings per share jumped 52% year over year to $2.42.

Of course, there's a caveat worth keeping front and center: Agentforce is still small. Against Salesforce's full-year revenue guidance of about $46 billion, $1.2 billion of ARR amounts to less than 3% of the total. A 205% growth rate, however impressive, can't really move the needle yet.

Ultimately, I think we'll get some clarity about whether AI is a catalyst or a deterrent to the overall business in the coming quarters. Management has said it expects organic revenue growth to reaccelerate in the second half of fiscal 2027. If that reacceleration arrives and seat counts keep growing, there's good reason to give the disruption thesis less weight. But if organic growth remains suppressed, the market's skepticism may be justified.

In the meantime, the stock trades at a price-to-earnings ratio of about 19 -- well below its historical norm. To me, that suggests the market has largely priced in the pessimistic outcome, leaving room for shares to move meaningfully higher if Salesforce delivers on its forecast.

Of course, there's no guarantee management is right, and the stock could remain volatile while the debate plays out. But with Agentforce compounding this quickly and seats still expanding, the burden of proof may now sit with the bears. After all, if AI really were the end of Salesforce, would the company's AI products be its fastest-growing ever?

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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Oracle hat angegeben, dass die Ängste vor einer breiteren SaaS-Schwäche bei seinen Unternehmenskunden weitgehend verschwunden sind. Die Aktie ist in den letzten sechs Monaten um etwa 9,75% gefallen.

Der CEO von Oracle, Mike Sicilia, sagte während des Earnings-Calls für das vierte Quartal 2026, dass die Sorgen über eine "SaaS-Apokalypse" einige Kunden dazu gebracht hatten, ihre Entscheidungen ein paar Quartale zurückzuhalten. Dies sei jedoch nicht mehr der Fall.

"Die Menschen haben sich schnell von dieser Story abgewandt", sagte Sicilia.

Er fügte hinzu, dass die Kunden von Oracle zunehmend AI-gesteuerte Software als notwendig für die Modernisierung und den Schutz ihrer Unternehmen betrachten.

"Unternehmenssoftware, insbesondere wenn sie mit AI in unseren SaaS-Lösungen verbunden ist, ist sicherlich eine sehr gute Vorgehensweise und notwendig, um voranzukommen bei der Modernisierung und dem Schutz ihrer Unternehmen", sagte Sicilia.

Weiterhin wurde erwähnt, dass Jensen Huang von Nvidia die Ängste vor einer "Saaspocalypse" zurückgewiesen hat und dass Bill Ackman sich ebenfalls zu den Sorgen über die Softwarebranche geäußert hat.