Slackbot Users Jump 150%: Can Slack Reignite Salesforce's Growth?
Yahoo Finance ·
Salesforce Inc. is seeing renewed momentum from its Slack platform, driven by a 150% sequential jump in Slackbot users during the second quarter of fiscal 2027. Slack achieved its fastest quarterly net new annual order value growth since joining Salesforce, as artificial intelligence integration helps convert experimental users into high-value tier upgrades. Overall second-quarter revenues rose 11% year over year to $11.35 billion, with subscription and support segments contributing $10.82 billion. However, Salesforce faces intense competition in the AI workplace sector from Microsoft and Zoom Communications, both of which are aggressively deploying generative AI features across their respective collaboration suites. Microsoft reported robust quarterly revenues of $90 billion with strong Azure gains, while Zoom expanded its enterprise metrics. Salesforce currently trades at a forward price-to-earnings ratio of 16.01, significantly below the industry average, holding a Zacks Rank #3 Hold rating as management leans on Slack and Agentforce to accelerate long-term expansion.
AI 시장 분석
Salesforce's Slack platform saw a surge of over 150% in Slackbot users, driving core business growth. Total revenue for the second week of the fiscal year reached 11.35 billion dollars, up 11% year-over-year, proving the monetization potential of AI-powered collaboration tools. Competitors like Microsoft and Zoom are also expanding their work platforms with generative AI, engaging in intense competition.
상승 영향
- AI — Slackbot users surged by 150% and premium upgrades increased 3-fold, proving expanding demand for enterprise AI software.
하락 영향
- Software — Intensifying competition, such as Microsoft Teams and Zoom's AI Companion, raises concerns over margin pressure and rising costs in the enterprise collaboration software market.
DYAX 전담 분석
Slack's AI feature upgrades and the introduction of Agentforce are directly accelerating Salesforce's average revenue per corporate customer and subscription revenue growth. Notably, premium feature upgrades increased by more than 3 times, raising expectations for improved earnings, but intensifying competition with Microsoft Copilot and others could act as a margin pressure factor.
Going forward, the adoption rate of AI-based workflow automation tools and valuation attractiveness will be key indicators for a stock rebound. Investors should carefully monitor competitors' cloud growth rates and whether Salesforce achieves its annual guidance.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 43% · Bearish (Short) 57%
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