Salesforce faces a vital Agentforce test in upcoming earnings
View original at finance.yahoo.comSalesforce faces a vital Agentforce test in upcoming earnings Few companies in enterprise software have staked their future as explicitly on a single product bet as Salesforce has on Agentforce…
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Agentforce and Data 360 ARR exceeded $2.9 billion in Q4 FY2026, up over 200% year over year
60% confidenceSalesforce stock is down 31.86% year-to-date and 35.99% over the past year
60% confidenceAgentforce ARR reached $800 million in Q4 FY2026, up 169% year over year
60% confidenceWall Street consensus expects Salesforce to report $3.12 EPS on $11.05 billion in revenue for Q1 FY2027, up from $2.58 EPS in the year-ago quarter
60% confidenceAgentforce production accounts increased nearly 50% quarter over quarter as of Q4 FY2026
60% confidenceOver 29,000 Agentforce deals closed since launch as of Q4 FY2026, up 50% quarter over quarter
60% confidenceSalesforce has beaten earnings expectations in each of the past four quarters
60% confidence2.4 billion Agentic Work Units delivered in Q4 FY2026, growing 57% quarter over quarter
60% confidenceMore than 19 trillion tokens processed to date as of Q4 FY2026, up five times year over year
60% confidenceSalesforce guided for FY2027 full-year revenue of $45.8 billion to $46.2 billion representing 10%–11% growth, with organic revenue re-acceleration expected in the second half
60% confidenceInvestor skepticism centers on whether Agentforce can grow fast enough to justify Salesforce's premium positioning in a market where AI tools are proliferating rapidly
60% confidence
Data points we hold from this source
| Salesforce · eps | 3.12 USD |
| Salesforce · eps | 2.58 USD |