The video argues three post-earnings SaaS winners are still cheap despite AI fears: NOW, CRM, and ADBE. NOW and CRM are framed as AI beneficiaries with accelerating enterprise monetization, while ADBE is pitched as a contrarian buy because AI increases content volume and leaves Adobe as the finishing layer. The back half shifts into a long sponsored pitch for OBA I / OurBond, a preventive personal-security platform sold to enterprises, cities, and universities. Across the video, the thesis is that the market is still pricing in SaaS disruption that the latest numbers keep disproving.
NOW subscription revenue grew 24.5% in the report today, with 658 customers spending more than $5 million per year, up about 23% y/y, and 123 new deals above $1 million in annual contract value last quarter, nearly 40% growth in those giant deals.
NOW's AI products have crossed $1 billion in annual contract value, and deployments of its gen AI products rose ninefold in nine months.
NOW is framed as sticky enterprise workflow software: once giant companies build thousands of workflows on it, ripping it out becomes extremely difficult, and AI agents are said to make the platform more valuable rather than less.
CRM exploded in after-hours after earnings, with Agent Force already above $1.5 billion in annual recurring revenue and growing more than 240% y/y.
CRM is described as the operating system for customer relationships, with customer data already inside the platform, letting AI agents do follow-up emails, record updates, meeting scheduling, conversation review, and next-contact selection without moving the whole operation to a new AI stack.
Salesforce's Agentforce plus Data 360 are already approaching $3.9 billion in recurring revenue, up more than 210%, while the quarter delivered 3.2 billion agentic work units, up 97% from the prior quarter.
Salesforce's operating cash flow rose 71%, free cash flow rose 81%, and non-GAAP EPS more than doubled, with the argument that its size no longer requires 40% growth if margins hold and share count keeps falling.
ADBE is pitched as a contrarian buy after the SaaS-apocalypse selloff even though ChatGPT, Claude, and other AI tools make more content, not less, which keeps editing, resizing, branding consistency, collaboration, finishing, and publishing work inside Adobe's lane.
Adobe's free creator user base grew from more than 50 million to around 90 million, Adobe Express lowers the skill barrier, and the funnel stays free-first before conversion to paying customers.
Adobe has roughly $27 billion in annual recurring revenue, generated $6.6 billion in quarterly revenue, grew revenue around 13%, and management raised full-year revenue and earnings guidance while new AI products are growing triple digits.
The pitch for OBA I / OurBond is a preventive personal-security platform delivered through an app with 14 services, 24-hour command centers, and live escalation to police, medics, or fire if something goes wrong.
OBA I says its service is live in 28 countries and five languages, and its customer base is mostly large enterprises plus cities and universities buying licenses for employees, residents, and students.
Bond / OurBond says it has handled 1.4 million service requests and 10,000 emergencies after spending 8 years and more than $100 million building the platform, with management citing about 95% enterprise retention and land-and-expand sales.
Bond sizes the combined opportunity from preventative security plus existing private security at north of $435 billion, while citing workplace violence at roughly $2,000 per employee per year, or about $300 billion annually across U.S. businesses.
The video says a top-three U.S. telecom deployed Bond for one sales team and that the deal could scale past $2 million in annual recurring revenue if expanded across the broader workforce, while one city bought licenses for all 270,000 residents and another city with more than 1 million residents followed.
Founder and CEO Doron Kempel previously founded two IT infrastructure companies acquired by IBM in 2008 and HP in 2017 for a combined value of roughly $900 million, and the advisory bench includes former top law-enforcement and government officials.
Bond says the product fills a category that never got built because there was no affordable way to put a professional on the other end of the line for millions of people at once, with personal security pitched at about 13 cents a day versus $100 an hour for executive-level protection.