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SaaS earnings season: Can growth momentum continue?

$Snowflake (SNOW.US)$ reported earnings after hours on Feb 25 ET. Q4 revenue rose 30% YoY, adjusted EPS beat estimates, RPO increased 42% YoY, and AI-related customers surpassed 9,100. $Salesforce (CRM.US)$ posted results after hours on Feb 25 ET. Q4 revenue climbed 12% YoY, adjusted EPS beat expectations sharply, while ARR for Agentforce and Data 360 surged over 200% YoY.
1. With strong key metrics, can $Snowflake (SNOW.US)$ continue to lead the SaaS sector?
2. As its core businesses see explosive growth, can $Salesforce (CRM.US)$ sustain its momentum?
$Snowflake (SNOW.US)$ reported earnings after hours on Feb 25 ET. Q4 revenue rose 30% YoY, adjusted EPS beat estimates, RPO increased 42% YoY, and AI-related customers surpassed 9,100. $Salesforce (CRM.US)$ posted results after hours on Feb 25 ET. Q4 revenue climbed 12% YoY, adjusted EPS beat expectations sharply, while ARR for Agentforce and Data 360 surged over 200% YoY.
1. With strong key metrics, can $Snowflake (SNOW.US)$ continue to lead the SaaS sector?
2. As its core businesses see explosive growth, can $Salesforce (CRM.US)$ sustain its momentum?
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