Agentforce ARR is murky: Slack bot revenue folded in this quarter
Krokodil_V · x · 2026-08-27
Investor @KrokodilV likes that Salesforce is selling AI and measuring outcomes, calling the early growth clip a positive signal. But @mattslotnick cautions that Agentforce ARR is hard to read into: starting this quarter, Slack bot and headless 360 revenue were added to that line. Reading it as "they're finding ways to monetize AI" is fine, but as the specific Agentforce offering, be careful.
Related event: Salesforce Earnings Spark Debate Over Whether AI Can Save SaaS(4 posts)→
More from Companies & People
- AI accounting startup Rillet hits $1B valuation in 48 hours, 600 customers off Oracle and SAP — SimplyAnnisa · 2026-08-27
- SF CUA Night gathers researchers from Meta, OpenAI to discuss agents — togethercompute · 2026-08-27
- How Cursor Beat Microsoft: a16z Breaks Down the Unlikely Success Story — a16z · 2026-08-27
- Architecture Firms Build Proprietary AI as Data Remains Locked Away — _fastcompany · 2026-08-27
- User claims OpenAI fraudulently charged $345, refunded after a week — Priority-Stock · 2026-08-27
- Sarvam AI accused of stripping attribution from OpenAI code — itsOmSarraf_ · 2026-08-27