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

    60% confidence
  • More than 19 trillion tokens processed to date as of Q4 FY2026, up five times year over year

    60% confidence
  • Agentforce production accounts increased nearly 50% quarter over quarter as of Q4 FY2026

    60% confidence
  • Agentforce and Data 360 ARR exceeded $2.9 billion in Q4 FY2026, up over 200% year over year

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

    60% confidence
  • Agentforce ARR reached $800 million in Q4 FY2026, up 169% year over year

    60% confidence
  • Salesforce has beaten earnings expectations in each of the past four quarters

    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
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What we're seeing
Obesity and Immunology Readouts, Big Pharma M&A and AI-Designed Drugs Converge Into a Q4 2026 Catalyst Wave
Late-stage data and deal activity are clustering ahead of Q4 2026. Novo Nordisk's CagriSema won Best Abstract at EASD 2026 for its brain and body (fMRI/MRI) data, Lilly showed ADtouch results for EBGLYSS and agreed to buy Merida Biosciences for $2.9B, and Merck's tulisokibart hit its Phase 2b endpoints. A key regulatory catalyst follows: the FDA PDUFA date for the ivonescimab BLA on 2026-11-14. AI-designed rentosertib showing anti-aging effects adds a speculative AI-drug-discovery thread, while QAIAx's microcities trial and QIII pilot (planned 2027-01-01) are peripheral, forecast-only items.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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