Salesforce beats on Agentforce growth and raises FY27 revenue guidance, lifting software peers

Salesforce reported second-quarter fiscal 2027 revenue of $11.3 billion, up 11%, and non-GAAP EPS of $5.90. Agentforce and Data 360 annual recurring revenue reached nearly $3.9 billion, up more than 210%, and full-year revenue guidance was raised to $46.1 billion to $46.4 billion. For ServiceNow, the report was a read-through that AI is adding to software budgets rather than replacing them.

• Revenue $11.3 billion, up 11%; non-GAAP diluted EPS $5.90, up 103%
• Agentforce and Data 360 ARR nearly $3.9 billion, up more than 210%
• FY27 revenue guidance raised to $46.1 billion to $46.4 billion
• Q3 FY27 revenue guidance $11.42 billion to $11.5 billion