Salesforce Agentic Work Units up 10x in a year as bulls and bears spar over AI-era SaaS
Krokodil_V · x · 2026-08-27
A bull-bear debate over $CRM's earnings. Bull case: Agentic Work Units (outcome-based AWUs) grew 10x in a year and Agentforce organic ARR is up 240% y/y while deployment is still nascent; if the future of SaaS is seat + AI consumption (outcome-based), Salesforce sits on the right side of the trend — and at 12x FY28 consensus EPS there's little re-rating risk.
Bear rebuttal: those metrics don't matter — core CRM is losing share as software commoditizes; organic growth is just 6-7%, barely GDP+, and AI is actually a terminal-value headwind for SaaS. The bull counters that outcome-based AI GTM is so early that monetization only compounds in later years, making this adoption clip a clear positive if sustained.
Related event: Salesforce Earnings Spark Debate: Can AI Save SaaS Valuations(5 posts)→
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