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Source document· May 26, 2026

Salesforce faces a vital Agentforce test in upcoming earnings

View original at finance.yahoo.com
Salesforce faces a vital Agentforce test in upcoming earnings Few companies in enterprise software have staked their future as explicitly on a single product bet as Salesforce has on Agentforce…
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  • Salesforce has beaten earnings expectations in each of the past four quarters

    60% confidence

  • Wall Street consensus expects Salesforce to report $3.12 EPS on $11.05 billion in revenue for Q1 FY2027, up from $2.58 EPS in the year-ago quarter

    60% confidence

  • More than 19 trillion tokens processed to date as of Q4 FY2026, up five times year over year

    60% confidence

  • Investor skepticism centers on whether Agentforce can grow fast enough to justify Salesforce's premium positioning in a market where AI tools are proliferating rapidly

    60% confidence

  • Agentforce ARR reached $800 million in Q4 FY2026, up 169% year over year

    60% confidence

  • 2.4 billion Agentic Work Units delivered in Q4 FY2026, growing 57% quarter over quarter

    60% confidence

  • Agentforce production accounts increased nearly 50% quarter over quarter as of Q4 FY2026

    60% confidence

  • Salesforce guided for FY2027 full-year revenue of $45.8 billion to $46.2 billion representing 10%–11% growth, with organic revenue re-acceleration expected in the second half

    60% confidence

  • Over 29,000 Agentforce deals closed since launch as of Q4 FY2026, up 50% quarter over quarter

    60% confidence

  • Agentforce and Data 360 ARR exceeded $2.9 billion in Q4 FY2026, up over 200% year over year

    60% confidence

  • Salesforce stock is down 31.86% year-to-date and 35.99% over the past year

    60% confidence

Data points we hold from this source

Salesforce · eps3.12 USD
Salesforce · eps2.58 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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