Insights for IT Negotiations Salesforce Q1 FY26 Earnings: What AI (AgentForce), Data Cloud & Informatica Mean for Customers
May 30, 2025
Adam Mansfield, Advisory Practice Leader at UpperEdge, delves into Salesforce's Q1 FY26 earnings and its growth drivers like AgentForce and Data Cloud. He discusses how the adoption of AgentForce affects customer negotiations. Mansfield reveals insights on the Informatica acquisition and emphasizes the importance of securing favorable terms with Salesforce. He also touches on the future significance of Data Cloud, Tableau, and Slack, urging customers to assess commitments before accepting free AI pilots.
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AI and Data Cloud Drive Growth
- Salesforce's Q1 FY26 earnings show that AI (AgentForce) and Data Cloud are central to its growth strategy.
- Their revenue is growing moderately, driven by AI adoption despite challenges in marketing commerce cloud.
Secure AI Deal Protections Early
- Ensure you negotiate pricing, volume discounts, and future pricing protections for consumption-based AI products.
- Get commitments from Salesforce even for free AI pilots to avoid unexpected costs later.
Data Foundation is AI Foundation
- The Informatica acquisition is key to unifying data for more effective AI application with Data Cloud.
- Good data management is essential to realizing the full value of AI in Salesforce's ecosystem.