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Salesforce forecasts quarterly revenue above estimates
Salesforce's fiscal Q4 revenue rose 12% to $11.2 billion, driven by AI platform Agentforce with $800 million annual recurring revenue, and announced $50 billion share buyback.
- For the quarter that ended on Jan. 31, Salesforce reported $11.20 billion in revenue and allocated $50 billion for share buybacks, despite weaker guidance.
- Guidance showed fiscal 2027 guidance of $13.11 to $13.19 in adjusted EPS on $45.8 billion to $46.2 billion in revenue, trailing Wall Street projections, which contributed to shares slipping.
- Alongside results, Salesforce completed its $8 billion Informatica acquisition, which contributed $399 million in revenue, and highlighted AI progress with Agentforce exceeding $800 million and a new Slackbot.
- Market reaction showed Salesforce shares slipped 3% in extended trading, with investors worried generative AI might dampen enterprise business software demand as shares fell 28% in 2026.
- Looking ahead, Salesforce projects a $63 billion fiscal 2030 revenue target and emphasizes AI agents and Agentforce as key growth drivers.
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Salesforce Faces Its Defining Moment as Agentforce Moves From Hype to Hard Revenue
Quick Read Salesforce (CRM) reports Q4 results tonight. The critical metric is whether Agentforce shows revenue acceleration beyond the $1.4B ARR disclosed last quarter. Salesforce stock dropped 30% YTD despite Agentforce ARR surging 114% YoY. Investors shifted from celebrating metrics to demanding revenue proof. The bear case is AI agents erode Salesforce per-seat pricing faster than Agentforce offsets it. One Fortune 500 firm negotiated a 3…
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Total News Sources18
Leaning Left2Leaning Right1Center8Last UpdatedBias Distribution73% Center
Bias Distribution
- 73% of the sources are Center
73% Center
L 18%
C 73%
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