Salesforce's revenue outlook is lukewarm and unable to alleviate concerns about the disruptive impact of artificial intelligence.

Salesforce's revenue outlook for the new fiscal year is lackluster, intensifying investors' concerns that this customer management software giant may lose market share to new competitors in the era of artificial intelligence. Salesforce reported its financial results after the market closed on Wednesday, stating that revenue for the fiscal year ending January 2027 is estimated to be around $46 billion, which is in line with analysts' estimates but failed to impress investors. Salesforce has become a "typical case" of Wall Street's concerns about AI impacting traditional software vendors. Over the past year, the company's stock price has dropped by approximately 37%, with investors worried that AI will lower the barriers for developing competing products and weaken Salesforce's pricing power. The company indicated that it expects "organic growth to re-accelerate" in the second half of this year. CEO Marc Benioff stated in a release that the company is steadily progressing towards its goal of achieving $63 billion in annual revenue by the fiscal year 2030, higher than Wall Street's estimate of $60.3 billion. Salesforce closed at $191.75 on Wednesday in New York, with a post-market trading drop of about 5%. Industry research analyst Anurag Rana pointed out that the company's performance outlook may not be sufficient to alleviate investors' concerns about the disruptive impact of artificial intelligence.