In this breakdown, Adam Mansfield unpacks Salesforce’s Q2 FY26 results and the bigger story: Agentforce and Data Cloud’s consumption model. He highlights what Salesforce shared—and what they didn’t—so you can be fully prepared as you head into upcoming renewal negotiations and even your Dreamforce attendance.

Key Takeaways:

• Revenue: $10.2B (+10%)
• Subscription and Support Revenue: $9.7B (+11%)
• 12.5k Agentforce customers since launch but only 6k are paying
• 60% growth Q-o-Q in customers going from Agentforce pilot to production
• Did not provide an updated Agentforce ARR – why?
• Expect single digit (8.5 – 9%) full year FY26 Total revenue growth

Bottom line: Salesforce customers have an opportunity to leverage earnings and current market optics (headcount reductions tied to Agentforce) to create leverage and make Salesforce earn their business with improved clarity, pricing and protections moving forward.

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