“"This nonsense of this SaaSpocalypse, I think it is time for it to stop," CEO Marc Benioff said during Salesforce's earnings call.”
Marc Benioff
Salesforce · Chairman & CEO
7 quotesAug 2 – Aug 28
“"We've been hearing about this for the last two quarters, these dire predictions about the end of software and how the [AI] models eat everything, but none of them have come true for us,"…”
“"AI is delivering value across every layer of our platform," Benioff said. "We're seeing incredible demand for our AI and data products, with ARR [annual recurring revenue] about to cross…”
“Salesforce CEO Marc Benioff agrees that AI will have a big impact on his company, but he thinks it'll be for the positive.”
“You've heard the narrative on the SaaSpocalypse ... that these AI apps are transforming software, which is definitely true.”
“Benioff signaled he's willing to accelerate repurchases when he sees a meaningful gap between the stock price and the company's long-term value.”
“the biggest growth opportunity for our customers”