Salesforce's earnings call revealed a cautious outlook for Agentforce due to early adoption stages, predicting modest revenue contributions in fiscal '26, with growth expected in '27. Despite disappointing overall earnings, the company noted a significant 120% increase in annual recurring revenue for Data Cloud and AI, suggesting strong ongoing customer interest. Key metrics show nearly half of Fortune 100 companies are leveraging Data Cloud and AI, with thousands of Agentforce deals closed, indicating that concerns about user interest may be unwarranted. However, successful implementation still hinges on data quality.
The adoption cycle for Agentforce is still early, but we expect momentum to build, contributing more meaningfully to revenue in fiscal '27.
While Salesforce's earnings were disappointing, the Data Cloud and AI sectors saw a 120% increase, indicating continued customer interest.
Despite concerns about Agentforce, Data Cloud revenue shows nearly half of Fortune 100 are engaging in AI, signaling significant trust.
Salesforce's sales indicate that customers are not shying away from Data Cloud, with 5,000 Agentforce deals closed since October.
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