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Edge28 Nov 2025
Keeping the Streak Alive: The Story of Duolingo
How Duolingo made language learning addictive, scaled to millions of users, and built a powerful subscription business around everyday practice.
Salesforce (CRM) investor relations material
Salesforce Status Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Status Update summary4 Dec, 2025
Customer momentum and success
Achieved best Q3 in company history with record bookings and net new AOV growth, outpacing overall AOV and CRPO.
Net new AOV growth is expected to remain several points ahead of AOV, driving future revenue acceleration.
Accelerating customer adoption of agentic enterprise solutions, with strong pipelines and increased ramped capacity.
Life Sciences Cloud is gaining significant market share, with over 100 customers moving from competitors.
Agentic enterprise opportunity
The agentic enterprise market is emerging as a multi-trillion-dollar opportunity, much larger than traditional SaaS.
Customers are seeking integrated solutions combining data, AI, apps, and human workflows for productivity and satisfaction.
Salesforce's platform is positioned as the 'last mile' for enterprise AI, enabling seamless workflow execution.
Developed industry-specific playbooks and a database of thousands of agents to accelerate customer transformation.
Commercial frameworks and AELAs
Introduced flexible pricing models, including the Agentic Enterprise License Agreement (AELA), offering flat fees and risk-sharing.
AELAs are driving significant step-change increases in customer spend, often doubling or tripling prior relationships.
Nearly 100 AELAs in the pipeline, with growing adoption across all market segments.
Over 50% of Q3 bookings for Agentforce and Data Cloud came from existing customers expanding usage.
AELA risk profile for Salesforce
How does MuleSoft Agent Graph aid DIY returns?
Life Science Cloud's market share gains from Veeva?
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Next Salesforce earnings date
Q4 202625 Feb, 2026
Next Salesforce earnings date
Q4 202625 Feb, 2026
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Frequently asked questions
One of the leaders in the CRM space
Salesforce is a leading customer relationship management (CRM) platform that offers a wide range of cloud-based software solutions to businesses of all sizes. Founded in 1999 and headquartered in San Francisco, Salesforce has become renowned for its customer-centric approach and innovative technology. The company's flagship product, Salesforce CRM, enables organizations to manage and streamline their sales, marketing, customer service, and other business processes on a single, integrated platform. Other notable providers of CRM-solutions include Oracle, HubSpot, and Pegasystems.
The platform
Salesforce offers a comprehensive suite of cloud-based software solutions designed to empower businesses with effective CRM capabilities. At the core of Salesforce's product portfolio is its CRM service, which enables businesses to manage and analyze customer interactions, sales, marketing campaigns, and customer service on a single unified platform. This allows organizations to gain a holistic view of their customers, enhance engagement, and drive meaningful relationships.
Salesforce CRM provides robust tools for lead and opportunity management, contact and account management, sales forecasting, and pipeline tracking. It facilitates seamless collaboration among sales teams, allowing them to share insights, automate workflows, and streamline sales processes. Additionally, Salesforce offers marketing automation tools that enable businesses to create and manage marketing campaigns, track customer engagement, and generate valuable insights to optimize marketing strategies.
Helping businesses drive growth
Salesforce has expanded its offerings through acquisitions and internal development to include additional solutions such as marketing automation, e-commerce, analytics, and artificial intelligence. With a focus on cloud computing, flexibility, and scalability, Salesforce has established itself as a key player in the CRM market, helping businesses drive growth, improve customer relationships, and enhance overall operational efficiency.
By leveraging Salesforce's suite of products, customers can benefit from improved customer engagement, increased sales productivity, streamlined marketing efforts, and enhanced customer service. The scalability, flexibility, and cloud-based nature of Salesforce's solutions make it a powerful tool for businesses of all sizes and industries, enabling them to drive growth and ensure customer satisfaction.
A customizable platform
Salesforce and their services offer a wide range of specialized solutions and add-ons, including Service Cloud for customer service management, Commerce Cloud for e-commerce capabilities, and Einstein AI for leveraging artificial intelligence and machine learning. These offerings provide businesses with the ability to personalize customer experiences, gain actionable insights from data, automate repetitive tasks, and drive operational efficiency.
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