Salesforce and Snowflake Diverge on AI Strategies as Financial Results Stir Market Reactions

Salesforce faces investor concerns over cautious AI monetization outlook, while Snowflake's strong earnings and AI focus drive stock surge.

Salesforce reported Q4 revenue of $9.99 billion, falling short of analyst expectations of $10.04 billion, despite an 8% year-over-year growth.
The company highlighted its AI-driven Agentforce platform but noted it is in early adoption stages, with significant revenue impact expected only by fiscal 2027.
Snowflake exceeded Q4 estimates with $986.8 million in revenue, reflecting 27% growth, and projected robust fiscal 2026 product revenue of $4.28 billion, above Wall Street forecasts.
Salesforce shares dropped over 5% in after-hours trading due to disappointing fiscal 2026 guidance, contrasting with Snowflake's 13% stock surge following its optimistic AI-driven outlook.
Both companies emphasized AI integration, with Salesforce focusing on digital labor platforms and Snowflake expanding partnerships to integrate OpenAI and other advanced models.