Salesforce Earnings Tonight: Did Its AI Deals Pay Off?

Salesforce reports earnings tonight. It expects quarterly revenue of $11.27–$11.35 billion, about 10–11% above last year. After partnering with Anthropic, OpenAI, Google, and AWS last October, this is the first clear signal whether those AI deals are turning into sales. Its full-year forecast of $45.80–$46.20 billion sits just below Wall Street's $46.06 billion estimate.