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Salesforce CEO Marc Benioff used Q4 FY2026 earnings call to push back against the 'SaaSpocalypse' narrative, arguing AI agents are revitalizing SaaS rather than killing it. Full-year revenue hit $41.5 billion, beating guidance, though organic growth was modest after accounting for the Informatica acquisition. Agentforce gained traction with enterprise customers, including 180 wins for the new ITSM product targeting ServiceNow. The company introduced Agent Work Units (AWUs) as a new metric to measure AI agent productivity. Despite a $50 billion stock buyback announcement and a dividend increase, shares fell 5.6% after hours amid analyst concerns about sustaining growth across the full portfolio.

Salesforce CEO declared victory over flagging software sales