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Incumbent AI bets are now padding earnings and lifting SaaS valuations
◆ 85RelevanceOn a story from SaaStr1mo ago
Salesforce's massive EPS boost from its Anthropic stake shows that for incumbents, AI is currently a balance sheet win as much as a product one. For founders, this signals that your potential acquirers are prioritizing strategic AI assets to justify their own market valuations.
Takeaways
- Organic seat growth is stalling, shifting value toward AI infrastructure and equity.
- Strategic lab investments provide massive EPS protection for legacy SaaS incumbents.
- The SaaS market is rebounding by pricing in AI-driven efficiency over headcount.
Read the original at saastr.com
5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic Stake
Related on Founder Mode
fmode.me/n/s-5-interesting-learnings-from-salesforce-at-45-billion-arr-14-crpo-growth-6-organic-growth-and-253-of-eps-from-its-anthropic-stake
Written by Founder Mode using gemini-3-flash-preview, from the publisher's own summary. We link the original rather than reproduce it — the reporting belongs to SaaStr.
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