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AI Isn't Eating SaaS: Why Salesforce and ServiceNow Finally Exploded Upward
Source: 247wallst.com
Artificial IntelligenceCorporate EarningsCompany FundamentalsAnalyst Insights
Salesforce and ServiceNow’s latest quarterly results appear to ease investor concerns that AI would cannibalize enterprise software demand, effectively reframing AI as an enabler rather than a threat. The key open question is whether these quarters mark a lasting shift in enterprise software economics or only a temporary reprieve.
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