Skip to content
Guavy Logo GUAVY
Sign up
Back to Guavy Wire
Stocks

AI Agents Fuel Software Growth as CrowdStrike Hits Record Quarter

Guavy AI Editorial Team
Instruments
CRM
Share

This week's earnings reports confirmed our thesis that AI agents will drive more software usage, not less. Okta saw revenue grow 10.6% to $805 million and operating income jump 161% to $107 million.

Salesforce showed that the agent-pricing model is working, with recurring revenue from its Agentforce and Data 360 AI products more than tripling to roughly $3.9 billion.

Veeva Systems' revenue grew 18% to $928 million, and it raised full-year guidance after investors panicked in April about a software reckoning.

More on Stocks

Stocks just now

Nvidia Poised for Record Profit Amid AI Market Dominance

Stocks 1m ago

Google Updates EU Spam Policy Amid Antitrust Concerns

Stocks 1m ago

Google Updates Site Reputation Abuse Policy to Favor Meaningful Integration

Disclaimer: Guavy is a data and market intelligence provider, not an investment adviser. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Guavy Logo GUAVY

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

Navigate

Markets

Resources

© 2026 Guavy Inc

Terms Privacy Policy