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824 Salesforce and Snowflake Earnings to Focus Attention on AI’s Software Impact

The Information
Martin Peers @ The Information · 05/25/2026 18:00 EDT

As we return from the long weekend, we’re preparing for a resumption this week of one of tech’s big debates: whether AI is killing enterprise software. Salesforce, Snowflake and Asana are each reporting earnings for the first fiscal quarter in the next few days, providing us with an update on how they’re doing in selling their own AI tools—and whether AI startups are taking any business from them.Here’s a prediction: Executives from each will gush about how AI is transforming their businesses in a good way,

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