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Salesforce: Earnings Expectations, Stock Reaction, and Other Things to Know Ahead of Today’s Report - Barron's

1. Salesforce's Q1 earnings expected at $2.55 EPS, $9.75B revenue. 2. Annual revenue growth has slowed from previous years, affecting cash flow. 3. Salesforce is introducing AI services through Agentforce to rejuvenate growth. 4. Acquisition of Informatica for $8B aims to support new AI software. 5. Concerns exist over integration challenges and growth from Informatica.

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FAQ

Why Bearish?

Salesforce's slowing growth and potential integration challenges could weigh on investor sentiment. Historical examples, such as the delayed returns from prior acquisitions, highlight risks in growth stemming from mergers.

How important is it?

The article discusses critical financial figures and acquisition details, which are pivotal for CRM's valuation and growth outlook.

Why Short Term?

Immediate investor concerns regarding Q1 earnings and acquisition integration are likely to impact stock price. Previous earnings reports show that short-term performance often influences market reactions significantly.

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