2025年1月22日，星期三，在瑞士达沃斯举办的世界经济论坛（WEF）期间，赛富时（Salesforce）首席执行官马克·贝尼奥夫（Marc Benioff）在彭博社专属活动空间Bloomberg House接受采访。图片来源：Chris Ratcliffe/Bloomberg via Getty Images
赛富时上调年度销售预期，表明其人工智能代理产品有望带来可观收入。
该公司表示，截至2026年1月的财年，营收预计将达到410亿至413亿美元，而此前的预测为405亿至409亿美元。
赛富时、微软（Microsoft Corp.）和ServiceNow Inc.等领先的技术平台正竞相推出人工智能代理——无需人工指令即可完成客户服务等任务的软件。赛富时于今年10月推出“Agentforce”产品，并全力推动其在客户群体中的广泛应用。
然而，投资者仍在翘首以盼，期望见证Agentforce带来更为显著的营收增长。该公司本周三在一份声明中透露，该产品已达成超4000笔付费交易。
本周早些时候，这家总部位于旧金山的企业宣布将斥资约80亿美元收购Informatica，后者专注于云端数据组织与管理。鉴于大型企业内部信息分散，且需进行跨领域整合，其人工智能实施进程始终较为迟缓。
赛富时表示，涵盖数据组织和人工智能业务在内的部门年度经常性收入已突破10亿美元，较上一季度的9亿美元有所增长。
彭博行业研究（Bloomberg Intelligence）分析师阿努拉格·拉纳（Anurag Rana）在财报发布后的一份说明中写道：”数据云与人工智能业务经常性销售额超过10亿美元，这表明人工智能需求持续增长，或许也能解释为何调整后营业利润率仅略有增长。”
此次收购Informatica的举措，与首席执行官马克·贝尼奥夫长期以来秉持的以并购驱动营收增长的战略相契合。过去数年，在激进投资者要求削减开支、提升盈利能力的重压之下，贝尼奥夫暂停了这一战略的实施。若此次交易完成，它将成为赛富时自2021年以约277亿美元收购Slack以来规模最大的一笔交易。
该公司股票在延时交易时段中波动甚微，收盘价为276.03美元。截至周三收盘，该股年内已累计下跌18%，成为标普500指数中表现最差的科技股之一。
该公司第一财季营收增长约8%，达到98亿美元。剩余履约义务（衡量订单量的一项指标）为609亿美元。调整后每股收益为2.58美元。所有这些指标均超出华尔街预期。
近几周来，美国加征关税及政府政策频繁变动，令企业运营受到扰乱，投资者一直在讨论这些波动将如何影响软件行业（尽管该行业并非进口税的直接承担者）。微软等公司表示，客户行为并未受到明显影响，而Workday等其他公司则提及“环境不确定性”。（财富中文网）
译者：中慧言-王芳
Salesforce Inc. raised its annual sales forecast, suggesting that its AI agent product is on a path to contribute significant revenue.
For the year ending in January 2026, the company said revenue will be $41 billion to $41.3 billion, compared with an earlier forecast of $40.5 billion to $40.9 billion.
Leading technology platforms such as Salesforce, Microsoft Corp. and ServiceNow Inc. are competing to offer AI agents — software that can complete tasks such as customer service without needing direction from a person. Salesforce launched its “Agentforce” product in October and is aiming for broad adoption among its customers.
Still, investors are waiting to see a more significant revenue contribution from Agentforce. The company said in a statement Wednesday that it closed more than 4,000 paid deals for the product.
Earlier this week, the San Francisco-based company announced it would spend about $8 billion to buy Informatica, which focuses on organizing and managing data in the cloud. AI implementation has been slowed in large companies because information is scattered and needs to be pulled together from many areas.
Annual recurring revenue for Salesforce’s division that includes data organization and AI crossed $1 billion, the company said. That’s up from $900 million in the previous quarter.
“Data Cloud and AI recurring sales of over $1 billion also points to consistent AI demand and may explain the only slight expansion in adjusted operating margin,” Anurag Rana, an analyst at Bloomberg Intelligence, wrote in a note after the results.
The Informatica deal fits Chief Executive Officer Marc Benioff’s longtime strategy to use acquisitions as a way to spur revenue growth. Benioff had paused that effort for the past few years under pressure from activist investors to cut expenses and improve profitability. Should the purchase be completed, it would be Salesforce’s biggest deal since it acquired Slack for about $27.7 billion in 2021.
The company’s shares were little changed in extended trading after closing at $276.03. The stock was down 18% this year through Wednesday’s close, making it among the worst performing technology stocks in the S&P 500 Index.
Fiscal first-quarter revenue increased about 8% to $9.8 billion. Remaining performance obligations, a measure of bookings, were $60.9 billion. Profit, excluding some items, was $2.58 per share. All those metrics exceeded Wall Street estimates.
As the imposition of US tariffs and other changing government policy roiled businesses over recent weeks, investors have debated how the swings will affect the software industry, which doesn’t directly face import taxes. Firms such as Microsoft have reported that customer behavior hasn’t been noticeably impacted while others like Workday Inc. have referenced an “uncertain environment.”