Industry Newsagentic aicrmsalesforceindustry clouds
Salesforce Emphasizes Agents After Record Revenue
8.1
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.
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