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Markets2026-09-15 · source-backed
Core includes Slack Business+, Tableau Next and 500,000 Flex Credits a year; Advanced adds Security Center, Backup & Recover, Archive and Data Detect at 1 million credits; Max bundles Agentforce for Sales with 2.75 million credits per org (SalesforceDevops.net). The Sales Cloud and Service Cloud names return to the price list after a year of Agentforce-first branding. The analyst read is that Salesforce is moving the buyer conversation from how much AI you want to buy toward what environment the org needs, folding agent consumption into a seat price.
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HubSpot beat Q2 revenue at $912M, up 20%. Beat EPS at $3.26 against $3.02 expected. Its Data Agent is at 16,000 customers, up 80% quarter over quarter. Its Customer Agent resolves 72% of tickets without escalation. The stock had its largest one-day drop in 12 years on the NYSE...
Salesforce launched a job-ready Agentforce portfolio metered in Agentic Work Units, Zendesk launched Industry and Custom Agents for commerce, and Workable took four recruiting agents to GA on pay-as-you-go credits (Zendesk). Three unrelated categories, CRM, support and HR, con...
Here's the paradox nobody in SaaS wants to talk about. Salesforce deployed its own Agentforce across customer support. 380,000+ interactions. 84% fully resolved without a human. Only 2% escalated. By any product metric, that's a success. The stock dropped 26%. Investors see th...
COO Miguel Milano told analysts AI bookings doubled year over year and that half came from existing customers who burned through their credits and bought more (LavX). Salesforce named five pricing axes it now sells against: per user, per agent, consumption, transaction outcome...
Parnassus CIO Todd Ahlsten argued Salesforce and ServiceNow face structural pressure because AI lets customers grow output without hiring the employees who needed licenses. The counter-evidence both offer is real: Salesforce says its ten heaviest Agentforce users grew total sp...
Agentforce Help Agent and the Customer Service Portal reached GA in July with pay-per-resolution pricing: a flat $2 charged only when the agent resolves an issue autonomously start to finish, nothing if the customer escalates or leaves unhappy, with Data 360 and Agentforce unm...
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