Salesforce Beats Revenue, Raises Guidance as AI Adoption Pushes Acceleration Outlook
Salesforce reported $11.35 billion in revenue, slightly above expectations, and raised guidance for the second time. Management now expects revenue growth to accelerate in the second half of 2027, lifting full-year fiscal 2027 revenue to $46.1–$46.4 billion. AI adoption signals include strong Agentforce and Data 360 ARR, but the acceleration remains an expectation rather than delivered results, as investors price in the optimism.