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Salesforce Q2 '25 Earnings: The AI Revolution Continues
Salesforce released its Q2 '25 earnings, which surpassed Wall Street’s expectations and resulted in a 4% increase in the company's stock. However, the most exciting news was the emphasis on AI, particularly their new platform, Agentforce, which was mentioned 39 times during the earnings call.
Public companies like Salesforce release quarterly earnings to give investors a clear picture of their performance. However, these earnings calls—led by executives like CEO Marc Benioff, COO Brian Millham, and CFO Amy Weaver—also build excitement around the company and its vision for the future. While it’s wise to remain skeptical of the hype, the Salesforce team outlined the next big step in AI.
The Next Phase of AI: Autonomous Agents
Salesforce has been steadily hinting at its AI vision over the last few months, starting with its new service agent product and then a sales agent.
In 2016, Salesforce introduced Einstein, a predictive AI that analyzed past data to forecast future trends. We’ve since progressed from tools like lead scoring and opportunity insights to generative AI, which can create text, images, and video from simple prompts.
However, Salesforce sees the future in autonomous agents—AI that can operate independently. While predictive and generative AI have been groundbreaking, they don’t match the grand promises about AI transforming our productivity. Summarizing Slack conversations is helpful, but it won’t generate the economic impact that AI can.
That’s where Salesforce’s sales and service agents come in. These autonomous agents are designed to work around the clock and handle basic inquiries without human intervention.
The sales agent can respond to common prospect questions and even schedule meetings for sales reps. On the other hand, the service agent elevates traditional chatbots by enabling real conversations without the limits of pre-programmed responses. These agents are multimodal, meaning they can understand text, images, and videos.
What is Agentforce?
So, what’s all the buzz around Agentforce? As the Salesforce team hinted during the earnings call, it is the platform on which these autonomous agents are built. Agentforce seems to be based on Airkit.ai, a company Salesforce acquired last year.
Marc Benioff explained, "We are building custom agents for many of you using Agentforce, a development platform and tool that can extend your sales and service capabilities."
Salesforce offers pre-built sales and service agents while providing the flexibility to create custom agents tailored to specific business needs. The excitement is hard to ignore, with Benioff stating that these breakthroughs mark a "quantum leap for AI."
Benioff also took a jab at Microsoft, claiming their AI copilots have disappointed customers due to a lack of accuracy and responsiveness. He expressed confidence that Salesforce’s solution will deliver much better results.
In the coming months, Salesforce plans to release more agents, including those designed for specific industries and healthcare. They have already shared some impressive early success stories with companies like the Royal Bank of Canada, ADP, and OpenTable, achieving up to 90% case resolution using Agentforce.
Looking Ahead
Is this the AI breakthrough we’ve been waiting for, or is it just another hype cycle? Time will tell. What’s clear is that Salesforce’s vision is ambitious, and the potential impact of autonomous agents is exciting.
Data Cloud, another key part of Salesforce’s AI strategy, continues to proliferate, with a 130% increase in customers last quarter. Salesforce predicts that Data Cloud will be their fastest-growing product, quickly reaching $1B in revenue and scaling to $5B and $10B shortly.
As Dreamforce approaches, Salesforce has been hinting at some big announcements. While they don’t usually tease primary product reveals in advance, this time might differ.
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