Results from Salesforce Inc. this week pose a key test for the stock and for what many believe is the next big thing in artificial intelligence: AI agents.
The software giant is seen at the vanguard of this kind of tool, which is designed to handle multi-step processes on behalf of users without human supervision. It launched its Agentforce product in October and introduced a well-received update in December, meaning this report, due after the market close on Wednesday, will be key to the case for its adoption and potential.
“AI agents are now at the forefront of the software trade, and this is the first quarter where we should see hard numbers,” said Clayton Allison, portfolio manager at Prime Capital Financial.
“People are questioning whether the capex spent on AI has been worth it, so if we see tangible results and monetization from Salesforce, that could suggest tech deserves its premiums. If it’s a bad print, that will be disappointing since so much growth has already been baked in.”
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