Marc Benioff's Salesforce Spent a Record $27 Billion on Stock Buybacks in a Single Quarter to Fight What He Calls the "SaaSpocalypse." Here's Why the Size of That Repurchase Matters.

Impact · against what's priced in

Salesforce's aggressive $27 billion buyback and AI revenue momentum act as positive catalysts against a market narrative of structural decline. While generative AI poses a threat to SaaS models, the doubling of AI services revenue and management's guidance for second-half acceleration suggest the current valuation is overly pessimistic.

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