CRM "Mixed" Earnings Expectations: AI's Double-Edged Sword in Stock Growth episode artwork

EPISODE · Aug 20, 2026 · 8 MIN

CRM "Mixed" Earnings Expectations: AI's Double-Edged Sword in Stock Growth

from Schwab Network · host Schwab Network

As Salesforce (CRM) readies to report earnings next week, Steve Koenig highlights what he calls "mixed messaging" into the print. "Agentforce is growing well, but it's not big enough" to move the earnings needle this quarter. Acceleration in RPO and revenue are two things Steve expects to drive bullish sentiment. Dave Nicholson has his eyes on how Salesforce will translate from "per seat" orders to deeper tokenization. Also on his radar: how the software giant can use its wealth of data as a value proposition. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

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CRM "Mixed" Earnings Expectations: AI's Double-Edged Sword in Stock Growth

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