赛富时2027财年第二季度业绩及云力等AI产品发布会

发布时间：2026-08-30 一、AI总结内容 一、核心业绩 1. 2027财年第二季度赛富时实现营收113.5亿美元，同比增长11%，超出指引高位；订阅及支持业务营收108.2亿美元，同比增长12%，经汇率调整后增长11%。 2. 该季度非GAAP营业利润率34.1%，GAAP营业利润率20.5%；自由现金流达11亿美元，同比增长11%。 3. AI业务增长显著：Agent ForceARR达15亿美元，生产级Agent数量环比增长70%；Slackbot月活用户环比增长超150%；AI相关ARR接近40亿美元。 二、核心产品与合作 1. 赛富时与Anthropic联合推出“云力（Cloud Force）”产品，整合全球顶尖AI模型Anthropic与顶尖CRM平台赛富时，打造统一智能界面，可解锁客户系统内的隐藏价值。 2. 云力将于9月向所有赛富时销售团队开放，将成为Dreamforce大会重点展示产品；已在内部运营单元试用，欧洲大客户演示后反应积极。 3. 推出AI统一框架“AI Force”，整合数据层、应用层、智能体层、界面层，确保数据安全（不向外部模型传输数据）。 三、客户与合作伙伴动态 1. 9家全球顶尖AI公司（含Anthropic）均使用赛富时及Slack，相关采购同比增长435%；示例客户Replit通过Slack与赛富时集成，Agent Force销售座席增长3倍。 2. 农业科技公司Ohalo为赛富时新客户，原使用竞品CRM，后通过赛富时与Anthropic的整合产品快速搭建定制化流程，选择放弃自建CRM，转向赛富时平台。 3. Uber通过Agent Force处理旧有线索库，两周内线索量增长60%，转化率提升。四、业务展望 1. 上调2027财年营收指引，预计营收461亿至464亿美元，同比增长约12%，经汇率调整后增速略低于12%；GAAP营业利润率指引调整为20.1%，非GAAP营业利润率约34.3%。 2. 2027财年第三季度预计营收114.2亿至115亿美元，同比增长约11%至12%，经汇率调整后同比增长14%。 3. 将于2026年Dreamforce大会举办投资者日，深度披露相关创新与财务框架。 二、音频原文（转写） Good afternoon, and thanks for joining us todayon the fiscal 2027 second quarter results conference call. Our press release, SEC filings, and areplay of today's call can be found on our website. Joining me on the call today is Mark Benios , Chair CEO, co-founder, and Robin Washington, Chief Operating and Financial Officer. We also have Patrick Stokes, President, Applications and Marketing, and Miguel Milano, President and ChiefOperating Officer, joining us. For the Q&A portion of the call, some of our comments today maycontain forward-looking statements that are subject to risks, uncertainties and assumptions. Changed, did 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. Barkandario just announced. cloud force A few minutes ago, live on CNBC. Let's rollthe clip. really the best of both worlds. This is the number one AI in the world, Anthropic, andthe number one CRM sales force coming togetherfor the first time in an incredibly powerful wayto build a new product called cloud force. It'sreally a first in the industry, Jim. We've never seen anything like it. It's completely exciting. I think that this is the way all enterprise systems are going to run in the future. We foundthat this. combination product that we built together is the most useful thing in accelerating it. Within Anthropic for a long time, we've beenaccelerating the research teams within Quad. Butthis is the first time. that we've really been able to incredibly accelerate our go-to-market efforts. within clause. And we want that for allthe 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 anumber of ways. We're big users of Salesforce. Salesforce's big users of Flood code. of co-workof other tools we've put products like clod cag.in Slack already which is a part of sales forceAnd now this combination is a way to. to gain something that's -- it's 1+1=3, something that'sbigger than the sum of its parts. My chief commercial officer was just was just demoing this forme with some of the internal stuff we do withinEntropic. Just. half an hour ago where he askedwhat are the biggest accounts that Androthica is trying to close now? Like, give me a list of the biggest accounts Talk me through the risks. of each one All the data, all the information comes from being managed in Salesforce, but the conversation, the interaction that comes through Quad. And so you can seehow these two things can be more than the sum oftheir parts. Why this is exciting is it's a perfect complement. Anthropic builds this amazing model, and now the model has this incredible userinterface cowork. And when you take cowork andthen you're able to put it right on top of Salesforce, it's a. ABLE TO BRING THE DATA, THE APPLICATIONS, THE SEMANTICS, THE AGENTS THEMSELVES, AND BUILD COMPLETE APPLICATIONS, A TOTAL USER INTERFACE, TO LET YOU GET ALL THE VALUE OUT OF SALESFORCE THAT'S BEEN TRAPPED. SO CUSTOMERS HAVE PUT HUNDREDS OF BILLIONS OF DOLLARS INTO SALESFORCE. YOU KNOW, THERE'S A HUGE AMOUNT OF VALUE THATCAN BE UNLEASHED THROUGH THIS COMBINATION. WITHTHAT, LET ME HAND THE CALL TO MARK. OH, THANKSSO MUCH. I'M REALLY EXCITED. to have the call and Great to be on CNBC with Dario, announcing Quad Force. We're going to get into that in more de tail. as well