软件龙头赛富时(CRM)周三(2月26日)盘后发布财报,虽然当季业绩超过预期,但公司对2026财年营收的指引却大幅低于市场预期,令投资者对该公司新推出的人工智能产品前景感到失望。
消息显示,赛富时第四季度调整后每股收益2.78美元,高于分析师预期的2.61美元。但该公司第四季度营收仅为99.9亿美元,不及预期的100.4亿美元。赛富时第四季度营收同比增长仅7.6%,延续了连续三个季度仅保持个位数增长的步伐,而该公司过去一直保持着更快速的增长。
令投资者更为关切的是,赛富时对2026财年给出的营收指引不佳。该公司预计2026财年营收将在405亿至409亿美元区间内,而分析师普遍预期为415亿美元以上。赛富时还表示,拟让人工智能代理平台Agentforce在2026财年实现适度贡献,但在过去几个季度该产品的营收增长均仅维持在个位数。
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