Personally, I’m most interested in Salesforce & $ServiceNow(NOW)$ because their AI agents are being integrated into enterprise workflows, creating opportunities to charge for agents, tasks and usage instead of just user seats. Microsoft remains a strong contender, but the key is whether AI translates into higher contract values and recurring cash flow.
For me, the next few quarters will be critical. I wouldn’t chase these stocks simply because they jumped after earnings; I want to see sustained AI adoption, improving margins and free cash flow. If those improve, quality SaaS companies could increasingly be viewed as AI beneficiaries rather than victims.
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