Salesforce:AI agent 的美梦仍是 “可望而不可及”?

海豚投研
Jun 03, 2025

北京时间 5 月 29 日早美股盘后,SaaS 龙头Salesforce公布了其 2026 年的一份季度财报。整体来看,预期差角度,本次业绩主要指标都达标或稍好于预期,表现属于平稳中的不错。但趋势上,营收增长并未显著提升,利润率扩张周期停滞也未根本性改善,详细要点如下:1、增长看似回暖,但并不明确:增长端,本季Salesforce 的核心业务 -- 订阅性收入同比增长 8.3%,较上季度略微提速,...

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