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Salesforce Q4 Earnings: Record Revenue and Slack’s AI Pivot

by Catatonic Times
February 28, 2026
in Metaverse
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Slack now carries one billion messages each single day. That’s double the amount of X, and each a kind of messages, in line with Salesforce CEO Marc Benioff, is about work getting achieved.

Slackbot, which reached normal availability earlier this yr after debuting at Dreamforce 2025, now capabilities as a context-aware agent throughout an worker’s complete working surroundings: CRM knowledge, recordsdata, calendar, Google Workspace, and even Microsoft Groups. In a single yr of inner deployment throughout Salesforce’s 80,000-plus workers, Agentforce in Slack saved greater than 500,000 hours. The Service Agent dealt with 2.8 million assist requests. These are the numbers Salesforce is now taking to prospects, and the market, it appears, is listening.

Salesforce’s This fall earnings revealed full-year income was $41.5 billion, up 10% year-over-year, with This fall delivering $11.2 billion, up 12%. Whole remaining efficiency obligation handed $72 billion, up 14%. However the determine value pulling out of the section breakdown is that this: the “Agentforce 360 Platform, Slack and Different” class grew 37% in fixed foreign money in This fall: greater than 4 occasions the speed of Gross sales Cloud or Service Cloud, and nicely forward of a Advertising and Commerce section that contracted.

Agentforce Is Now a Severe Enterprise

Fifteen months after launch, Agentforce has reached $800 million in ARR, up 169% year-over-year. Mixed with Knowledge 360, that determine climbs to $2.9 billion, up greater than 200%. Greater than 60% of Agentforce and Knowledge 360 bookings in This fall got here from present prospects increasing their commitments.

Chief Income Officer Miguel Milano reported twelve offers above $10 million in This fall, together with one above $50 million, with each considered one of Salesforce’s high ten wins within the quarter together with Agentforce. “We’ve discovered the system to monetise AI,” he instructed the earnings name, outlining three income streams: upgrading present seats to premium SKUs, increasing into beforehand unaddressed seat alternatives the place improved ROI now justifies the spend, and promoting consumption-based credit for customer-facing agent deployments.

This quarter Salesforce additionally launched a brand new inner metric, the Agentic Work Unit, to trace discrete duties accomplished by brokers in manufacturing: a report up to date, a case closed, a workflow triggered. The corporate has logged 2.4 billion AWUs up to now, rising 57% quarter-over-quarter, throughout each Agentforce and Slack.

Slack Development Outpaces Gross sales and Service Cloud in This fall

The section income figures inform an easy story. Gross sales Cloud up 8%, Service Cloud up 7%, Advertising and Commerce detrimental, Slack and the platform up 37%. The Informatica acquisition, which closed in November, sits inside the Slack and platform section and contributes to that determine, however even discounting for it, the hole between this a part of the enterprise and the remaining is tough to disregard.

Benioff’s case on the decision was that this displays one thing structural moderately than cyclical, saying:

“The extra intelligence strikes to the place work occurs, the extra invaluable Salesforce turns into.”

Patrick Stokes, Salesforce’s Chief Advertising Officer, made the product argument plainly: “What makes Slackbot so unbelievably highly effective is you by no means have to depart. It is aware of all the context of your enterprise: not simply your programs of report, however all the conversations taking place inside Slack. It is perhaps our most necessary piece of knowledge.”

The underlying logic is that enterprise software program interfaces had been designed round human navigation. When brokers begin working in those self same environments, the friction multiplies. A shared floor the place folks and brokers can each work, talk and hand issues off with out switching between programs turns into genuinely helpful in a approach it beforehand was not.

Enterprise Prospects Report Measurable ROI From Agentforce and Slack

The earnings name featured three buyer interviews. Wyndham Motels has deployed Agentforce throughout greater than 5,000 of its 8,300 areas. CEO Jeff Ballotti reported zero maintain occasions, a 400 foundation level enchancment in visitor satisfaction, and a 200 foundation level enhance in direct bookings from AI voice brokers: income that may in any other case have gone to third-party on-line journey businesses.

“We’re producing tens of millions of {dollars} of elevated ancillary revenues for these small enterprise homeowners. It’s not costing them something.”

SharkNinja deployed a guided procuring agent in eight weeks and dealt with 250,000 client engagements in a single quarter. Salesforce’s personal inner numbers are equally pointed: Agentforce in Slack saved workers greater than 500,000 hours over the previous yr, whereas its Service Agent dealt with 2.8 million assist requests.

For UC and enterprise communications patrons, the quarter’s outcomes carry a transparent sign. The 37% progress in Salesforce’s platform and Slack section, the AWU figures spanning each Agentforce and Slack, the Wyndham voice agent outcomes, and Benioff’s pointed framing of Slack’s message quantity all level in the identical path. As SaaStr founder Jason Lemkin, one of many buyer friends on the decision, put it: “The worth of Salesforce with our brokers isn’t just a little extra invaluable. It’s ten occasions extra invaluable.”

With $72 billion in contracted future income and Agentforce nonetheless scaling, that evaluation is one Salesforce’s FY26 numbers do little to contradict.

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Tags: earningsPivotRecordRevenueSalesforceSlacks
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