Watching 3 Stock Market Things: Nvidia, NFL, Earnings
Get the Finance newsletter
Daily finance — markets, central banks, M&A, the prints that move money. Free.
- Salesforce will report earnings Wednesday night, with analysts expecting $11.05 billion in revenue, $3.12 EPS, and a 33.4% operating margin per FactSet consensus.
- Salesforce’s AI platform Agentforce grew to $800 million annual recurring revenue, about 2% of total, and has closed over 29,000 deals since launch.
- Salesforce projected 9% organic growth in its current remaining performance obligation (cRPO) for the April quarter, and a 13% total growth including a 4% benefit from its Informatica acquisition.
- Costco will release its quarterly results Thursday night, with analysts focusing on profit margins, membership renewal trends, and same‑store sales, noting a recent slip in U.S. renewal rates.
- U.S. market will have only four trading days this week due to a holiday, compressing activity.
Why it matters: Investors will gauge Salesforce’s AI‑driven revenue growth and margin expansion, while Costco’s membership renewal trends will signal consumer spending strength; a beat or miss will move tech and consumer stocks respectively.
