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In a recent interview with Yahoo Finance, Salesforce CEO Marc Benioff touted the company's AI agents. But investors may not want to get too excited about them just yet.
D.A. Davidson senior software analyst Gil Luria thinks that these agents are not "going to be enough of a success to drive revenue for a company that may approach $40 billion of revenue next year." Luria notes that the pricing models for AI agents are still a work in progress and that Salesforce (CRM) is trying a different method. "What Salesforce is suggesting now is a per-transaction model. That actually scares customers because they don't want success to become a problem. If their users use this tool too much, then they're gonna have an unpredictable bill." Luria suggests that customers will need to adjust to being charged per transaction and, as a result, it will "probably only drive very moderate revenue next year," he says.
So how do you play AI agents? What the video above to hear Luria's answer.
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This post was written by Stephanie Mikulich.