Salesforce And Snowflake Results Challenge The "SaaS Is Dead" Narrative
Salesforce and Snowflake's latest results show how AI is driving new growth for established software companies, challenging the "SaaS is dead" narrative.
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Salesforce and Snowflake's latest results show how AI is driving new growth for established software companies, challenging the "SaaS is dead" narrative.
As agentic AI moves into production, organisations are discovering that data quality, governance, and infrastructure have become the biggest barriers to scaling AI.
Deployment metrics measure cost. Work metrics measure value. Salesforce just started reporting value.
Snowflake’s Q2 results show accelerating product growth as CoCo, CoWork and AI workloads drive adoption across its data platform.
Aimbridge Hospitality has launched LIFT across its portfolio to connect labor forecasting, scheduling and execution using AI-assisted forecasting.
Dell raises its FY2027 revenue forecast to $192 billion as AI server orders hit a record and traditional infrastructure demand accelerates.
Palo Alto Networks closes FY2026 with record growth as AI agents, identity risks and platformization reshape enterprise cybersecurity.
"Hazel's financial planning agent allows a single advisor to do much of the work that a shop full of specialists would do."
Broadcom’s VMware AI Factory automates AI infrastructure deployment and adds model governance, resource sharing and token-cost controls for enterprises.
"As travellers' needs evolve, we are at the forefront of hospitality technology, developing experiences that create more seamless journeys."
Workday reported 13% revenue growth in Q2 and raised its FY2027 outlook as AI adoption expanded across more than 5,500 customers.
Autodesk raised its fiscal 2027 revenue and billings outlook after Q2 revenue reached $2.05 billion, with MaintainX adding to future growth.
Salesforce and Anthropic are combining Claude with Salesforce data, workflows and governance as enterprise AI moves toward agent-driven work.
Okta is seeing early demand for AI-agent security, with dozens of deals already signed. But the business remains too small to materially affect revenue.
"The problem is not the quality of financial advice available, it is the capacity to deliver it."
Zoom’s Enterprise business accelerated in Q2 as AI products, Contact Center and Phone helped the company expand beyond its meetings roots.
Cisco is adding Supermicro rack-scale systems to its Secure AI Factory with NVIDIA, targeting high-density AI workloads across enterprise and cloud deployments.
"Start with a strong foundation, specialize it deeply for the work that matters, and you can build intelligence that is highly capable and entirely under your control."
"Slack AI can now see ZoomInfo's data and access the GTM Context Graph."
The company recently announced new capabilities that allow teams to build applications using any AI coding tool.