$Salesforce.com(CRM)$ Salesforce : The "AI" Mask is Slipping? 🎭
They scream "Agentforce," but the numbers tell a different story.
We dug into the financials—here is the reality vs. the hype.
🚨 The Truth in 4 Points:
➺The Cash Machine: Margins are massive (~22%), but it's from cutting costs, not selling more software.
➺The Growth Problem: Revenue growth has stalled in single digits. The "Hyper-Growth" era is over.
➺The AI Gap: "Agentforce" is everywhere in their speeches, but nowhere in the revenue line (yet).
➺The Pivot: They are buying back stock ($50B) because they can't find enough new customers.
Verdict: $CRM is now a defensive utility stock wearing an AI costume. 📉➡️🛡️
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments