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.
賽富時公司（NYSE:CRM）和palantir科技公司（紐交所:PLTR）正引領着Wedbush證券董事總經理丹·艾夫斯所描述的企業軟件行業的「人工智能革命」，艾夫斯在週二接受採訪時表示，甲骨文公司（NYSE:ORCL）將在2025年受益於這一變革。
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：在賽富時最新的業績發佈後，艾夫斯在CNBC的採訪中將該季度形容爲「童話故事中的金髮小女孩」，強調該公司強於預期的營收表現和營業收入指引。
Salesforce reported third-quarter revenue of $9.44 billion, with remaining performance obligations up 10%, despite missing bottom-line estimates.
賽富時報告第三季度94.4億美元的營業收入，儘管未達到底線預期，但剩餘履約義務增長了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."
「這是一種了不起的增長平衡，」艾夫斯表示，對於盈利未達預期的擔憂不予理會。「現在，你希望看到他們專注於支出，尤其是在從人工智能角度推動的項目上。」
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.
據艾夫斯稱，賽富時的Agent Force計劃每年可以產生「50-60億美元」的營業收入，他認爲該公司的股票有着「巨大的增長空間」。這家企業軟件巨頭的股價在週二收盤時爲331.43美元，漲幅爲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：與此同時，Palantir科技已成爲人工智能轉型的領跑者。該公司股價因獲得其聯邦雲服務的FedRAMP高級授權後飆升了6.88%，收於70.96美元，擴展了其在爲美國政府機構提供服務的能力。
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.
艾夫斯強調，人工智能革命不僅影響「科技七巨頭」，還影響各行各業，包括軟件、網絡安全和存儲。他指出：「這是過去40到50年來最大的科技趨勢，」並表示投資者對於公司展示增長和交易流的情況下增加支出感到滿意。
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，艾夫斯看到人工智能轉型正在軟件行業蔓延，palantir率先引領，緊隨其後的是賽富時和甲骨文，標誌着他所稱的該行業「一個增長的復興」正在來臨。
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譯文內容由第三人軟體翻譯。