Jan. 27 at 7:50 AM
$CRM 🏛️ Uncle Sam joins the chat.
$5.6B contract with the U.S. Army.
The details:
10-Year Deal (IDIQ structure)
Focus: Agentic AI & Data Fabric
Competes directly with
$PLTR and
$MSFT in the gov space.
Stock is quiet at
$229.40 (+0.6%), likely because the revenue will trickle in over time, not all at once. Smart money is waiting for the Feb 25 earnings call to see how much of this hits the books this year.
Bullish signal for their AI tech, but don't expect an overnight revenue spike.
#Salesforce #GovTech #AI #Earnings #Stocks
