Salesforce Emphasizes Agents After Record Revenue

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.