invest1 distinct publisher
Salesforce's $3.9bn agent line grew 210%, inside a company growing 11%
Agentforce and Data 360 annual recurring revenue is real and it recurs. Almost everything else in the quarter landed within a rounding error of consensus, or came from paper marks.
Publishers:morningstar.com
Reality
- Evidence58
- Adoption55
- Hype gap+32
- Incentives78