Salesforce and Workday see rapid AI agent contract growth
Salesforce said Agentforce AI-agent ARR surpassed $1.5 billion in fiscal Q2, growing more than 240% and adding 2,000 paying customers, with much of the value coming from existing clients buying additional Flex Credits. Workday reported AI products drove over $100 million of new annual contract value and pushed AI product ARR to about $600 million, up more than 200%. Salesforce guided higher for fiscal Q3 revenue and EPS.