Palantir Paving The Way For AI Transformation, With Salesforce And Oracle To Follow, Says Dan Ives: The AI Revolution Goes Beyond Magnificent 7
Palantir Paving The Way For AI Transformation, With Salesforce And Oracle To Follow, Says Dan Ives: The AI Revolution Goes Beyond Magnificent 7
"This is a phenomenal balance of growth," Ives said, dismissing concerns about the earnings miss. "Right now you want to see them focus on spending, especially when it comes to what they're building out from an AI perspective."Salesforce Inc. (NYSE:CRM) and Palantir Technologies Inc. (NYSE:PLTR) are leading what Wedbush Securities Managing Director Dan Ives describes as an "AI revolution" in the enterprise software industry, with Oracle Corp. (NYSE:ORCL) set to benefit from the transformation in 2025, Ives said in an interview on Tuesday.
销售force公司（纽交所：CRM）和palantir科技公司（纽交所：PLTR）正在引领Wedbush证券董事Dan Ives称之为"人工智能革命"的企业软件行业变革，Ives在周二的采访中表示，甲骨文公司（纽交所：ORCL）将在2025年受益于这一转型。
What Happened: Following Salesforce's latest earnings report, Ives described the quarter as "Goldilocks," in a CNBC interview highlighting the company's stronger-than-expected top-line performance and revenue guidance.
发生了什么：在销售force的最新财报发布后，Ives在CNBC采访中将本季度描述为"黄金时代"，强调该公司的营业收入表现和营业收入指引超出预期。
Salesforce reported third-quarter revenue of $9.44 billion, with remaining performance obligations up 10%, despite missing bottom-line estimates.
销售force报告第三季度营业收入为94.4亿，尽管未能达到底线预期，剩余业绩义务增长10%。
"This is a phenomenal balance of growth," Ives said, dismissing concerns about the earnings miss. "Right now you want to see them focus on spending, especially when it comes to what they're building out from an AI perspective."
"这是一个惊人的增长平衡，" Ives表示，驳斥了对盈利预警的担忧。"现在你希望看到他们专注于支出，特别是与他们在人工智能方面的建设相关的支出。"
Salesforce's Agent Force initiative could generate "$5-6 billion a year" in revenue, according to Ives, who sees "massive upside" for the company's stock. The enterprise software giant's shares closed at $331.43, up 0.13% on Tuesday.
销售force的Agent Force计划每年可能产生"500亿至600亿的营业收入，" Ives认为该公司的股票有"巨大的上行空间"。这家企业软件巨头的股价周二收报于331.43美元，上涨0.13%。
Why It Matters: Meanwhile, Palantir Technologies has emerged as a frontrunner in the AI transformation. The company's stock surged 6.88% to close at $70.96 after receiving FedRAMP High Authorization for its Federal Cloud Service, expanding its capability to serve U.S. government agencies.
为什么这很重要：与此同时，palantir科技公司已经成为人工智能转型的领先者。该公司的股价在获得联邦云服务的FedRAMP高授权后飙升6.88%，收盘价为70.96美元，扩大了为美国政府机构提供服务的能力。
Ives emphasized that the AI revolution extends beyond the "Magnificent Seven" tech giants, affecting various sectors including software, cybersecurity, and storage. "The biggest tech trend in the last 40 to 50 years," he noted, suggesting investors are comfortable with increased spending as long as companies demonstrate growth and deal flow.
Ives强调，人工智能革命超越了"科技七巨头"，影响着包括软件、网络安全概念和存储在内的各个板块。"这是过去40到50年间最大的科技趋势，"他指出，投资者可以接受增加支出，只要公司展现出增长和交易流。
Looking ahead to 2025, Ives sees the AI transformation spreading across the software industry, with Palantir leading the charge followed by Salesforce and Oracle, marking what he calls "a renaissance of growth" for the sector.
展望2025年，Ives认为人工智能转型将在软件行业蔓延，palantir引领潮流，随后是销售force和甲骨文，这标志着他所称的该板块的"增长复兴"。
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