Salesforce reported fiscal fourth-quarter revenue of $11.2 billion and adjusted EPS of $3.81 on Feb. results, both beating Wall Street estimates. The company highlighted Agentforce ARR of $800 million, completed the $8 billion Informatica deal, and set fiscal 2027 revenue guidance at $46 billion, which trailed Street expectations and prompted a greater-than-5% after-hours stock drop.
Key Points
- 1Delivered $11.2 billion revenue and $3.81 adjusted EPS, beating analyst estimates in the quarter
- 2Highlights Agentforce ARR at $800 million, up 169%, signaling agentic AI is driving renewed growth
- 3Signals practitioners must focus on governance, observability, and industry-cloud integrations for agent adoption
Scoring Rationale
Official strong earnings and measurable Agentforce growth increase impact, but guidance miss and investor concern restrain upside.
Sources
Public references used for this report.
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