- Salesforce issued a fiscal 2030 revenue forecast of over $63 billion at its Dreamforce analyst session, ahead of the $59.2 billion analysts polled by LSEG expected.
- Salesforce has bought back a cumulative $60 billion of its own stock, according to chief operating and financial officer Robin Washington.
- Up to 1,000 clients have signed up for the beta that connects Salesforce data to Anthropic's Claude, president of applications and marketing Patrick Stokes told investors.
- Salesforce promoted an AI reasoning model called Koa based on an Nvidia model and showed custom dashboards pulling Salesforce data into Claude.
Quotes
“There's certain moments in our industry where everything is changing, and this is that moment for enterprise”
“I'm not going to use the word 'SaaSpocalypse' anymore”
“Somebody asked me that I'm supposed to say thank you to all the people who sold us the stock at $150”