Salesforce reported fourth-quarter revenue of $10.7 billion, up 13% year over year, and full-year revenue of $41.5 billion, supported in part by its $8 billion acquisition of Informatica. Net income reached $7.46 billion, and the company projected annual revenue of up to $46.2 billion, with remaining performance obligations exceeding $72 billion, signaling substantial contracted future business.
Amid investor concerns that AI agents could disrupt traditional software-as-a-service models, Chief Executive Officer Marc Benioff emphasized Salesforce’s strategy to embed agentic AI across its platform. The company introduced a new metric called agentic work units to measure completed AI-driven tasks rather than raw processing volume. President and Chief Marketing Officer Patrick Stokes highlighted the focus on tangible enterprise outcomes, while leadership presented a vision in which SaaS platforms remain central to the AI technology stack.
