Key Earnings Reports Released After Wednesday's Market Close
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 03 2025
0mins
Source: SeekingAlpha
Major Earnings Reports: Key companies reporting earnings after the bell on Wednesday include Salesforce (CRM), Snowflake (SNOW), C3.ai (AI), UiPath (PATH), and Five Below (FIVE).
Additional Earnings Releases: Other companies expected to release earnings after Wednesday's close include DSGX, GWRE, HQY, NCNO, and PVH.
Earnings Season Calendar: For a comprehensive earnings season calendar, readers can refer to Seeking Alpha.
Market Anticipation: Investors are likely to be closely monitoring these earnings reports for insights into company performance and market trends.
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Analyst Views on CRM
Wall Street analysts forecast CRM stock price to rise
39 Analyst Rating
29 Buy
9 Hold
1 Sell
Moderate Buy
Current: 185.290
Low
223.00
Averages
326.40
High
405.00
Current: 185.290
Low
223.00
Averages
326.40
High
405.00
About CRM
Salesforce, Inc. is a provider of customer relationship management (CRM) technology. The Company helps organizations of any size reimagine their business for the world of artificial intelligence (AI). With Agentforce, its platform, organizations can bring humans together with AI agents to drive customer success on one deeply unified platform. With the Salesforce platform, it delivers a single source of truth, connecting customer data with integrated AI across systems, apps and devices to help companies sell, service, market and conduct commerce from anywhere. Agentforce is a new layer of the Salesforce platform that enables companies to build and deploy AI agents that can respond to inputs, make decisions and take action autonomously across business functions. Agentforce includes a suite of customizable agents for use across sales, service, marketing and commerce. Datablazer is a data-driven innovator, which leverages the Company’s platform to unlock insights and drive decisions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Intuit's Growth Potential: Intuit expects revenue growth of 14% to 15% this year, with its online ecosystem accounting for 80% of its business segment and growing 21% year-over-year, indicating a strong competitive position bolstered by high switching costs for small businesses.
- Salesforce's AI Strategy: Salesforce's Agentforce saw annual recurring revenue soar 330% year-over-year to $540 million, and while this remains a small portion of its overall business, its integration with the entire software ecosystem could significantly boost customer spending on subscriptions, driving future revenue growth.
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- Intuit's Growth Potential: Intuit expects revenue growth of 14% to 15% this year, with 80% of its business segment revenue coming from its online ecosystem, which grew 21% year-over-year, a strategy that enhances its market competitiveness and increases customer stickiness.
- Salesforce's AI Strategy: Salesforce's Agentforce saw annual recurring revenue climb 330% year-over-year to $540 million in the most recent quarter, indicating strong momentum in AI despite being a small portion of its overall business, which could significantly increase customer spending on subscriptions.
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See More
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- Importance of Earnings Season: Upcoming earnings reports from Home Depot and Workday are critical; the former faces challenges due to immigration issues, while the latter is at a pivotal point in the AI competition, which could affect market confidence in the software sector.
- Nvidia's Key Report: Nvidia's earnings report is highly anticipated, with mixed market views on its profitability and demand outlook; a strong performance could trigger a significant rebound in tech stocks, reestablishing its market leadership.
- Software Sector Pressure: Salesforce and Intuit are under competitive pressure from AI agents, leading to cautious market sentiment regarding their future profitability, which may result in further stock price declines, necessitating close monitoring of industry developments.
See More
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- Industry Segmentation: Analyst Jack Bowman introduces a framework categorizing software companies into 'road builders' and 'tollbooths,' helping investors understand why Salesforce and Adobe are sold off while MongoDB and Palantir remain strong, reflecting varying market expectations of AI's impact.
- AI Replacement Concerns: Bowman highlights that fears of AI replacing knowledge workers directly affect road builder companies like Salesforce, suggesting that if the AI narrative holds true, these firms may face insurmountable challenges and struggle to recover.
- SaaSpocalypse Phenomenon: The recent selloff in Software-as-a-Service (SaaS) and tech stocks, termed 'SaaSpocalypse,' intensifies scrutiny on numerous software companies as investors worry about AI disrupting traditional software business models, leading to a reevaluation of their market positions.
- Shifting Market Dynamics: Bowman's analysis has drawn attention to various software companies, including SNOW, DDOG, and SHOP, indicating the potential impact of AI technology on software industry applications and its profound implications for company valuations.
See More
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- Legal Challenge Outlook: The Supreme Court's ruling that Trump wrongfully invoked the International Emergency Economic Powers Act to implement tariffs pushes the refund issue back to lower courts, indicating that firms will face lengthy legal processes to obtain refunds, potentially impacting their cash flow and investment decisions.
- Cautious Market Sentiment: While geopolitical risks have not historically impacted the stock market significantly, investors may reduce exposure as stocks approach all-time highs, especially with the upcoming Nvidia earnings report raising concerns about potential disappointments, leading to heightened market tension.
- Economic Stimulus Expectations: Despite uncertainties, investors remain hopeful that the fiscal stimulus from last year's legislation will begin to take effect in the coming months, potentially alleviating signs of economic weakness and supporting long-term market growth.
See More
