賽富時 “放豪言”：2030 財年營收瞄準 600 億美元，近年增速將重回兩位數
Salesforce expects its revenue growth to return to double digits in the coming years, with a revenue target of $60 billion for the fiscal year 2030. Chief Financial Officer Robin Washington stated that this growth is expected to materialize within 12 to 18 months. The company also plans to repurchase $7 billion in stock, with shares rising about 5% in after-hours trading. Despite a 29% decline in stock price this year, Robin emphasized that application software still has market potential, particularly in driving AI applications through the Agentforce tool
According to the Zhitong Finance APP, Salesforce (CRM.US) expects its revenue growth rate to accelerate to double digits in the coming years, which may alleviate investors' concerns about the software company's business growth.
Chief Financial and Operating Officer Robin Washington stated at an investor event on Wednesday that Salesforce anticipates annual revenue will reach $60 billion by the fiscal year ending January 2030. This figure does not include any revenue contributions from the proposed acquisition of Informatica, which is expected to be completed in the first half of 2026.
"We are excited about the opportunity to return to double-digit growth," Robin said. She added that it will take about 12 to 18 months to see this growth rebound. In the fiscal year ending in January, Salesforce's revenue was $37.9 billion.
Robin also revealed that the company will repurchase an additional $7 billion in stock over the next six months.
As a result of this outlook, the company's stock price rose about 5% in after-hours trading. The stock has performed poorly this year, having fallen 29% as of Wednesday's close.
As a long-term leader in the customer relationship management software space, Salesforce has previously experienced a period of slowing revenue growth, with its revenue growth rate falling to single digits for the first time in the fiscal year ending in January. Investors are concerned that customers are allocating budgets to AI tools from startups rather than traditional application providers like Salesforce. In response, Robin stated that the notion that "application software is dead" is a "misconception."
Salesforce's main growth bet is on the tool Agentforce, which helps businesses leverage artificial intelligence to automate parts of customer service and early sales processes. The company revealed earlier this week at its annual Dreamforce conference that approximately 12,000 customers are currently using the tool, and deploying it internally can save Salesforce about $100 million annually
