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Salesforce reportedly delivered a major earnings beat and raised FY27 guidance to $46.1-46.4B, driving a 20% post-earnings surge. The results are said to reverse 'SaaSpocalypse' narratives, positioning AI as a value-add for enterprise software.
Research →CrowdStrike reportedly holds above pre-earnings levels despite a 7% pullback, with CEO George Kurtz highlighting AI token cost reductions. Net new ARR reportedly accelerated 51% following strong quarterly results.
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