赛富时CRMUS 2027财年Q2业绩电话会

发布时间：2026-08-27 一、AI总结内容 一、核心要点 1. 赛富时2027财年第二季度实现收入113.5亿美元，同比增长11%，超指引高端；非GAAP营业利润率34.1%，GAAP营业利润率20.5%，自由现金流11亿美元，同比增长81%。 2. AI业务表现强劲：Agent ForceARR达15亿美元，AI及相关数据ARR即将突破40亿美元；超1.5万名AI客户高管推动业务增长，AI应用使用量同比激增6倍。 3. 推出Anthropic与赛富时合作的新产品Cloud Force，整合双方核心优势，为企业用户打造全新动态界面，已在头部客户处实现价值。 4. 调整收入指引：将2027财年收入指引提升约3亿美元至461-464亿美元，subscription及支持业务同比增长超12%（固定汇率下略低于12%）。 5. Slack业务表现突出，Q2净新AOV创收购后最快增速；Slackbot成为史上 adoption最快的AI产品，发布5个月后月活用户达100万，环比增长150%。 二、投资线索 1. 重点客户案例：美国陆军通过Agent Force每月处理超550万次对话，提前4个月完成招募；Uber通过Agent Force两周内转化60%更多线索；Bodewell、lululemon等头部企业已部署AI应用。 2. 产品布局：推出Agent Force IT服务、生命科学、Ops等垂直领域解决方案，收购Contentful、Finn的交易预计在未来几周完成，将纳入2027财年业绩。 3. 定价模式创新：推出灵活定价方案，支持按用户、消耗、 outcome等多种模式计费，未来将向基于业务结果的收费模式拓展。三、风险与关注 2. 部分客户仍在评估AI解决方案，决策周期存在延长的可能性。 四、后续安排 1. 将在Dreamforce大会展示AI Force等创新产品，宣布2080财年（原文表述，以官方为准）相关规划。2. 举办AI客户运动与 adoption深度解读网络研讨会，于周二开展。 二、音频原文（转写） At this time, I would like to welcome you to thesales for second quarter fiscal twenty twenty seven conference school. This conference is beingrecorded and all lines have been placed on muteto prevent any background noise. After the speaker's prepared remarks, there'll be a question and answer session. At this time, I would like to turn the call over to Mark Murphy, executive vice president of global and best relations. So you may begin. Good afternoon and thanks for joining us today on the fiscal two thousand and twenty seven second. quarter results conference call.Our press release, SEC filings and a replay oftoday's call can be found on our website. Joining me on the call today is Mark Benioff, Chair, CEO and co-founder and Robin Washington, Chief Operating and Financial Officer. We also have Patrick Stokes, President, Applications and Marketing, and Miguel Milano, President and Chief Operating Officer, joining us for the Q&A portion of the call. Some of our comments today may containforward-looking statements that are subject to risks, uncertainties and assumptions, which couldchange. Should any of these risks materialize or should our assumptions prove to be incorrect,Actual company results or outcomes could differmaterially from these forward-looking statements. A description of these risks, uncertainties and assumptions and other factors that could affect our financial results or outcomes. is includedin our SEC filings, including our most recent report on Forms 10-K, 10-Q and any other SEC filings. Except as required by law, we do not undertake any responsibility to update these forward-looking statements. As a reminder, our commentarytoday will include non-GAAP measures. Reconciliations between our GAAP and non-GAAP results andguidance can be found in our earnings materialsand press release. Before turning to our prepared remarks. Mark and Dario just announced. CloudForce. A few minutes ago, live on CNBC, let's roll the clip. This is really the best of both worlds. This is the number one AI in the world, Anthropic. and the number one CRM sales force coming together for the first time in an incrediblypowerful way to build a new product called cloudforce. It's really a first in the industry, Jim. we've never seen anything like it. it's comple tely exciting. I think that this is the way allenterprise systems are going to run in the future. We found that this combination product that we've built together. is the most useful thing inaccelerating it. Within Anthropic for a long time, we've been accelerating the research teams within Claude. but this is the first time that we've really been able to incredibly accelerate our go-to-market efforts within Claude. And we want that All the other enterprises and we want to. We want to -- me and Mark want to bring it together to everyone. We've already worked with Salesforce in a number of ways. We're big users of Salesforce. Salesforce is big users of cloud codeof cowork. Of other tools we put products like.clod tag in Slack already, which is a part of Salesforce And now this combination is a way to.To gain something that's, you know, it's one plus one equals three, something that's bigger thanthe sum of its parts. My chief commercial officer was just. was just demoing this for me with some of the internal stuff we do within anthropic. Just half an hour ago where he asked What arethe biggest accounts that Anthropopic is tryingto close now? Like, give me a list of the biggest accounts, talk me through the risks of each one. 哦。all the data, all the information. comes from being managed in Salesforce. But the conversation, the interaction that comes through Quad. And so you cansee how these two things can be more than the sum of their parts. Why this is exciting is It's aperfect compliment. Anthropic builds this amazing model, and now the model has this incredibleuser interface cowork. And when you take co work. And then you're able to put it right on top ofSalesforce. It's able to bring the data, the applications. the semantics the agents themselvesand build complete applications total us