German software equities advanced on Thursday, tracking a Wall Street rally after Salesforce and CrowdStrike reported better-than-expected quarterly results and lifted guidance, easing concerns over AI’s impact on traditional enterprise software models.
SAP shares rose 1.4% in Frankfurt to 180.02 euros, while Nemetschek gained 3.5%, TeamViewer added 3%, IONOS climbed 3% and ATOSS Software advanced 2.3%. The gains followed sharp premarket gains for U.S. peers, with Salesforce up 11.4% and CrowdStrike rising more than 9%.
Salesforce posted second-quarter profit of $3.53 billion, or $4.29 per share, up from $1.89 billion, or $1.96 per share, a year earlier. Adjusted earnings per share reached $5.90, exceeding analyst expectations of $3.27. Revenue rose 11% to $11.35 billion, slightly above the $11.33 billion estimate, supported by a $456 million contribution from the Informatica acquisition completed in November.
The company also raised its full-year revenue guidance to $46.1 billion–$46.4 billion from a prior range of $45.9 billion–$46.2 billion. Adjusted EPS guidance was increased to $16.67–$16.71 from $14.06–$14.12. Salesforce also announced an expanded partnership with AI developer Anthropic, introducing a new offering called Claudeforce that integrates Anthropic’s Claude models with Salesforce’s platform and Slack. The initial plugin, Salesforce in Claude, bundles over three dozen prebuilt sales tools and will move into open beta next month for select pilot customers.
CrowdStrike reported second-quarter revenue of $1.47 billion, ahead of the $1.44 billion forecast, driven by sustained demand for its cloud-based cybersecurity platform. Adjusted earnings reached 31 cents per share, topping estimates of 29 cents. Annual recurring revenue rose 25% year-over-year to $5.84 billion. The company raised its full-year revenue guidance to $5.991 billion–$6.01 billion from a prior range of $5.91 billion–$5.96 billion.
