SaaSpocalypse hits Salesforce: Service Cloud growth slides from 20% to 5%
darian314 · x · 2026-09-29
After digging into the numbers, the author argues the 'SaaSpocalypse' is more existential for Salesforce than the Dreamforce fanfare suggested. Its two biggest businesses are slowing faster than planned: Service Cloud growth fell from 20% in FY22 to 5% in H1 FY27, while Sales Cloud slid from 15% to 9.5%. The AI-driven disruption to seat-based SaaS looks structural, not cyclical.
Related event: AI-Fueled 'SaaSpocalypse' Hits Salesforce as Core Businesses Slow(2 posts)→
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