Salesforce Unveils Claudeforce as Agentforce ARR Tops $1.5 Billion

EarningsProduct / Tech Impact 4
โดย Insider Monkey·US·Read original
Summary · why it matters

Salesforce unveiled Claudeforce, a joint product with Anthropic that layers Claude's reasoning on top of customer data, during its fiscal 2027 second-quarter earnings call on August 26, while reporting that Agentforce annual recurring revenue crossed $1.5 billion, up more than 240% year over year, and AI and data ARR neared $3.9 billion after growing over 210%. Customers generated 3.2 billion Agentic Work Units in the quarter, a 97% jump from the prior quarter, and Slackbot reached 1 million active users just five months after launch. Current remaining performance obligation climbed 14% in constant currency to $33.5 billion, and net new annual order value growth hit its strongest level in four years. However, non-GAAP operating margin slipped to 34.1% from 34.3%, and of the $300 million constant currency increase to fiscal 2027 revenue guidance, only $100 million reflects organic momentum while $200 million depends on the anticipated closings of the Contentful and Fin acquisitions. Management also noted a $100 million foreign exchange headwind from a stronger dollar, and the company's next chapter now ties meaningfully to the Claudeforce partnership and a product still in its earliest days.

Impact on stocks 1

Artificial Intelligence▲ · 1 stocks
Salesforce.com Inc
CRM
▲ PositiveDemandCapitalrelevance

Agentforce ARR tops $1.5B, up 240% YoY, and AI/data ARR nears $3.9B, showing strong customer demand.

Theme Impact 2

Off-coverage companies 1

AnthropicPrivate▲ Positive
Technologyrelevance

Claudeforce partnership with Salesforce highlights Claude's integration and potential adoption.

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