+++ Geschäftszahlen +++: Aurubis-Beteiligung beschert Salzgitter Gewinnsprung

Salzgitter's business performance saw a significant increase, largely driven by its Aurubis stake. This surge came after a robust second quarter, during which AI contributed over 25 percent of the company's new annual contract value, according to Aurubis CEO Aneel Bhusri. Revenue for the quarter ending July 31 rose 12.8 percent to $2.65 billion, meeting Wall Street's expectations and the company's own forecast for the current quarter, which anticipates $2.52 billion in subscription revenue.

However, investors had higher hopes, and Workday's stock fell by five percent after hours. Despite the trend toward cloud services, the company faces challenges from the economic downturn, as clients scrutinize their IT budgets and delay large software projects. Analysts suggest that room for further expansion may be limited, especially without price cuts, making it tough to reignite growth in the financial and international sectors.

Workday's strong demand for new AI tools reassures Salesforce, which boosted its revenue and profit outlook for the full year on Wednesday. Salesforce's shares rose seven percent in after-hours trading. For the 2027 fiscal year, the company now expects revenue between $46.1 and $46.4 billion, up from the previous range of $45.9 to $46.2 billion.

Earnings per share are projected to rise to $16.67 to $16.71 from $14.06 to $14.12. Salesforce's revenue in the latest quarter was $11.35 billion, slightly above the $11.32 billion predicted by LSEG, with profits per share also exceeding the $3.26 estimate. The company had forecast revenue between $11.27 and $11.35 billion and earnings per share between $3.25 and $3.27.

The weaker outlook, however, overshadowed a surprisingly strong quarter, driven by robust demand for perfumes and cosmetics.