Look, some people said to me, you know what. He ought to just be create agent force, separate that from the rest of the company, make two companies, and two companies be worth more. Absurd.>> It's complete lunacy. >> Guys, people don't understand that agent force is part and parcel Salesforce. It is the core of every product we make now. It is the platform.A year ago, it was a product that we were like showing here. We're in this formative stage. Today we have tens of thousands of deployments and those cust ...

财务表现 - 公司Q1收入表现强劲 超出市场预期共识 [4] - 盈利能力同样超出预期共识 自由现金流超过1亿美元 [4] - 净新增年度经常性收入(ARR)超出3月指引 [4] 运营亮点 - 新合作伙伴计划获得良好市场反响 [5] - 与德勤等全球系统集成商(GSIs)达成重要合作协议 特别是在Agentic ERP领域 [6] - 推出具有里程碑意义的Agentic平台 被认为是公司最具实质性的产品发布 [6] 行业环境 - 公司在高度不确定和波动的市场环境中实现超预期业绩 [4] - AI领域存在真实应用与市场炒作并存的行业现状 [6]