Jason Moser
👤 SpeakerAppearances Over Time
Podcast Appearances
But then they also noted, and I thought this was interesting because it reminded me of CrowdStrike's earnings earlier this week.
Net new average order value.
They had the fastest growth in net new average order value.
That, to me, tells us a lot.
Bringing in that new business and assuming the reason why they're bringing in that new business is because they continue to advance with these AI tools and helping their customers in that customer relationship management business.
It was interesting.
There was one example Benioff called out in the call.
with AgentForce, the annual recurring revenue around $540 million for the quarter.
That was up 330% from a year ago.
He pointed to the Williams-Sonoma example of their AI sous chef named Olive.
If you have any questions as to what is Salesforce, go to WilliamsSonoma.com and just check out their AI sous chef, Olive.
It's their chatbot.
It's just fun to play with if you're a kitchen and cooking nerd like me.
We were just on Delta over the holidays.
They just treated us very, very nicely.
I'm going to go with DocuSign, ticker is DOCU.
They reported earnings this week as well.
It's been a less than stellar year for the stock, but the business actually continues to perform quite respectably.
They pulled the old beat and raise.
They beat their internal benchmarks.