Salesforce (CRM) is strengthening its enterprise data business through Informatica, which contributed $456 million to revenue in fiscal Q2 2027, including $440 million from subscription and support. Salesforce's total quarterly revenue reached $11.3 billion, up 11% year over year, while subscription and support revenue rose 12% to $10.8 billion. Combined annual recurring revenue from Agentforce and Data 360, including Informatica Cloud, reached nearly $3.9 billion, up more than 210%, highlighting rising demand for enterprise data and AI. Rivals Microsoft and Oracle are also competing in data management: Microsoft's Azure and other cloud revenues rose 43% and it had over 40,000 paid Fabric customers, while Oracle's Cloud Applications revenue reached $4.2 billion, up 10%. The Zacks Consensus Estimate for Salesforce's fiscal 2027 revenue is $46.3 billion, implying 11.4% year-over-year growth.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
CRMsoftwarecloud computingartificial intelligence
Open a keyword to see other news on the same topic.
Related tickers and likely impact
MSFT
• NeutralMicrosoft
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $4.0T |
| Close on 10/19/2026 | 533.52 |
| Change that session | +0.84% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- llm-d 1.0 Advances Open, Cost-Efficient AI Inference for Production Scale
The open-source llm-d project has released version 1.0, a hardened core for distributed AI inference designed to help organizations serve and scale large language models more efficiently. New features include multi-tenant quality-of-service controls, zero-downtime operations with high-availability routing, and session-aware routing for agentic AI workloads. Founded in 2025 by Red Hat, IBM, Google Cloud, CoreWeave and NVIDIA and now governed by the Cloud Native Computing Foundation, the project has more than 500 contributors from over 25 organizations. Recent demonstrations showed cost reductions of five to 10 times for context-heavy agentic workloads and three times greater output throughput, while IBM Research reported 11.5 times lower inference cost than an all-proprietary configuration.
- Cognizant and Google Cloud Expand Alliance to Accelerate Agentic Enterprise Transformation
Cognizant (Nasdaq: CTSH) and Google Cloud expanded their partnership to accelerate adoption of agentic AI, creating a Gemini Frontier Capability Group backed by more than 18,000 dedicated associates. The group will focus on legacy modernization, developer experience, business process agentification and frontier cyber defense, using a security-first architecture built on the Model Context Protocol (MCP) and Google Cloud's Model Armor. In one example, Cognizant's integration of Gemini helped a leading retailer achieve a 40% increase in developer productivity, a 30% reduction in time-to-market and 35% cost savings. More than 55,000 Cognizant associates completed the Build with Gemini workshop, and the company plans to deploy Gemini to 100,000 associates this year, scaling up to 200,000.
- Cognizant and Google Cloud Expand Alliance to Accelerate Agentic Enterprise Transformation
Cognizant (Nasdaq: CTSH) and Google Cloud have expanded their partnership to speed enterprise adoption of agentic AI, including a new Gemini Frontier Capability Group backed by more than 18,000 Cognizant associates. The group aims to take AI agents from pilot to production, focusing on legacy modernization, developer experience, agent-based business process automation and cyber defense, built on the Model Context Protocol (MCP) and Google Cloud's Model Armor. Cognizant helped one leading retailer achieve a 40% gain in developer productivity, a 30% shorter time-to-market and 35% cost savings by integrating Gemini into its software development lifecycle. More than 55,000 associates completed the Build with Gemini workshop, the largest Gemini partner workshop to date, and Cognizant plans to deploy Gemini to 100,000 associates this year, scaling up to 200,000.
- Is Cloudflare (NET) Worth It When Most of Its Users Pay Nothing?
Cloudflare (NYSE:NET) closed at $297.58 on October 19 and has returned 45.3% over six months. Its free tier gives the company a huge user base, and paying customers largely come from that pool, with revenue up 35.90% last quarter. However, the company still reports an operating margin of -7.60% and debt at 217.86% of equity, despite positive cash flow. At 178.57 times analysts' next-year estimates, the article argues the business is admirable but the stock is hard to justify at this level, and suggests watching the paid customer count rather than revenue.
- Oracle (ORCL): Can Rival Clouds Become Its Best Database Sales Channel?
Oracle (NYSE:ORCL) could sell more database services even when customers keep applications on rival clouds such as AWS, easing a migration barrier for enterprise AI projects. Multicloud database revenue rose 353% and customers grew 180% in fiscal 2027's first quarter. The stock trades at 18x forward P/E versus 23x trailing, and management's $8.10 EPS guidance implies about 19% growth over $6.83 excluding prior-year investment gains. Risks include a 3% software revenue decline, negative $5.4 billion free cash flow in the first quarter, $125.3 billion of notes payable against $37.1 billion of cash and securities, and a $20 billion stock issuance that dilutes shareholders. The article concludes the valuation looks reasonable only if database growth produces profitable cash returns.
- Palantir Wins Knox Federal Partnership, Gains 4%
Palantir shares rose 4% after Knox Systems announced a partnership that lets other companies' commercial software reach federal agencies through Palantir's FedRAMP and IL5 accreditations. Knox, a private company running a managed federal cloud, says it can secure FedRAMP authorization for software makers in 90 days or less, and it already hosts more than 100 AI and enterprise applications. Neither company disclosed financial terms. Analysts already expect Palantir's revenue to rise from $4.48 billion in 2025 to $8.22 billion in 2026, and its U.S. government revenue grew 90% year over year to $809 million in Q2 2026. At Friday's close the stock traded at 98x forward earnings, a touch below its five-year average of 103x; the next test is the third-quarter report, guided to $2.16 billion to $2.164 billion in revenue.
Related markets
Latest news
- Mastercard Opens Up AI Agent Payments With Early Access and Live Demo
Mastercard has opened early access to Agent Pay for Machines, a system that lets AI agents discover services, agree to terms and pay for them within spending limits set by humans. Jorn Lambert of Mastercard demonstrated a live transaction at Cloudflare's Connect conference. The system is built on the x402 protocol, with agents generating signed payment vouchers when they receive a “402 Payment Required” response. In a demo, a marketing agent for agency Hype made nine payments to two independent merchants on one budget, settled through Coinbase, Base and BVNK in fiat or stablecoins. The launch follows pilots with Cloudflare, Ant International, AWS, BVNK and Coinbase, and comes alongside Mastercard's recent Stablecoin Security tool and Global Money Platform.
- Ethereum Just Closed Out Its Best Quarter Since 2021. If History Is Any Guide, This Happens Next.
Ethereum rose 71% in Q3 2026, its best quarter since early 2021, when it ended the year up 376%. The article reviews history: after nine quarters since 2019 with gains of 50% or more, the first four were followed by stronger returns, but after late 2020 the pattern weakened, with two-year returns of -4.8% (Q1 2021), flat (2023) and -42.6% (2024). Q3 2025's 66.7% gain was followed by a 35.3% drop within 12 months. The author says the data neither confirms nor rules out another strong run, and that price momentum tells little about long-term value. On-chain, users paid $15.9 million in network fees in September, and Ethereum held $144.3 billion in stablecoins (47.7% of the total) and $16.9 billion in tokenized real-world assets, leading all networks.
- American Airlines Rises 5% Ahead of Earnings as Oil Prices Ease; United Airlines and Delta Climb 3%
American Airlines (AAL) rose 5% to $12.27, United Airlines (UAL) gained 3% to $98.46 and Delta Air Lines (DAL) climbed 3% to $76.75 as West Texas Intermediate crude fell 1.5% to $97.05 per barrel. Jet fuel is among the airlines' largest costs, and most U.S. carriers don't hedge fuel, so lower oil prices ease margin pressure. American has guided to a loss per share for Q3 2026, though analysts expect higher revenue than a year earlier after record operating revenue in Q2. The U.S. Global Jets ETF (JETS) rose 4% to $26.71, while the SPDR S&P 500 ETF (SPY) gained 0.6% to $771.16. The article suggests American's pre-earnings gain may reflect positioning ahead of the report, which could reverse quickly if results or commentary fall short.
- Paul Tudor Jones makes chilling 2027 US stock market call: ‘I’ll be short the whole year.’ Is your nest egg at risk?
Billionaire hedge fund manager Paul Tudor Jones told CNBC that 2027 will be very challenging for the stock market and that he will be short the whole year. He worries that share supply could surge as possible sales from Anthropic and OpenAI, and SpaceX shares released after its IPO, hit the market once lockups end, after buybacks and M&A had supported stocks over the past four years. He compares this to the period before the dot-com bubble burst in 2000, when repeated unlocks kept adding supply. Jones also flagged a U.S. deficit of $1.99 trillion and a possible $20 to $25 rise in oil prices due to the U.S.-Iran conflict. The article adds similar warnings from JPMorgan's Jamie Dimon and Bridgewater's Ray Dalio, while noting that no one can predict the market with certainty.
- Chip stocks shrug off a scary morning, but history says the shakeout isn't over
Chip stocks recovered on Tuesday after the PHLX Semiconductor Index (^SOX) dipped to its lowest level since early August in the morning, following an eight-session losing streak, and buyers pushed it back above Friday's close. About 3 in 4 stocks in a 60-stock Yahoo Finance chip basket turned higher, led by GlobalFoundries (GFS), while chip-equipment makers Lam Research (LRCX), KLA (KLAC), and Applied Materials (AMAT), plus Arm (ARM), stayed lower. Yahoo Finance calculations show that after every losing streak of seven sessions or more since 1994, the index traded below that streak's final close within a month, with the typical dip after the longest streaks around 9%, while Tuesday's dip barely reached 1%. The article flags key levels: support at 11,000 to 11,140, a lower zone at 10,450 to 10,500 if that fails, and resistance at 12,600 to 12,700. BofA Global Research called last week's selloff a 'positioning-driven hiccup on the fringes of the AI trade.'
- The $1 Trillion AI Spending Boom Could Force the Fed to Raise Rates — and You and I May Pay the Price
AI-related spending could approach $1 trillion in 2027, about 3% of U.S. GDP, adding to inflation pressure that could push the Fed to raise rates again from 3.75% to 4.00%, with a meeting on Oct. 27–28 and another increase widely expected. Higher rates would hit small businesses, indebted consumers, and housing hardest, while cash-generating hyperscalers such as Microsoft, Alphabet, and Amazon have more room to absorb costs. For example, raising a $400,000 mortgage rate from 6% to 7% adds about $260 a month, whereas another quarter-point hike might barely register for a hyperscaler committing $200 billion to AI. CoreWeave (CRWV) reportedly carries about $35 billion in debt and $640 million in quarterly interest expenses, a risk the author says investors cannot ignore. The author's main takeaway is that the bigger risk is not that the AI boom ends, but that keeping it going makes everything else more expensive.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.