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.
艾夫斯在週二接受採訪時表示，Salesforce Inc.（紐約證券交易所代碼：CRM）和Palantir Technologies Inc.（紐約證券交易所代碼：PLTR）正在引領Wedbush Securities董事總經理丹·艾夫斯所說的企業軟件行業的 「人工智能革命」，甲骨文公司（紐約證券交易所代碼：ORCL）將在2025年從轉型中受益。
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.
發生了什麼：繼Salesforce發佈最新業績後，艾夫斯在接受CNBC採訪時將該季度描述爲 「金髮姑娘」，他強調了該公司的營收業績和收入指引強於預期。
Salesforce reported third-quarter revenue of $9.44 billion, with remaining performance obligations up 10%, despite missing bottom-line estimates.
Salesforce公佈的第三季度收入爲94.4億美元，儘管未達到底線預期，但其餘業績仍增長了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."
艾夫斯說：「這是一個驚人的增長平衡，」 他駁斥了對收益虧損的擔憂。「現在你希望看到他們專注於支出，尤其是從人工智能的角度來看，他們正在建設什麼。」
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.
艾夫斯表示，Salesforce的Agent Force計劃可產生 「每年50-60美元」 的收入，他認爲該公司的股票 「有很大的上漲空間」。這家企業軟件巨頭的股價週二收於331.43美元，上漲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.
爲何重要：同時，Palantir Technologies已成爲人工智能轉型的領跑者。該公司的聯邦雲服務獲得FedRAMP高度授權，擴大了其爲美國政府機構服務的能力，其股價飆升6.88％，收於70.96美元。
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.
艾夫斯強調，人工智能革命不僅限於 「科技七巨頭」，影響了包括軟件、網絡安全和存儲在內的各個領域。他指出：「這是過去40至50年來最大的科技趨勢，」 他表示，只要公司表現出增長和交易流程，投資者就會對增加支出感到滿意。
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，艾夫斯認爲人工智能轉型將蔓延到整個軟件行業，帕蘭蒂爾處於領先地位，其次是Salesforce和甲骨文，這標誌着該行業的 「增長復興」。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：此內容部分是在人工智能工具的幫助下製作的，並由Benzinga的編輯審閱和發佈。
