Salesforce has raised its fiscal 2027 revenue guidance after reporting stronger subscription growth and a sharp increase in annual recurring revenue from Agentforce and Data 360. Revenue for the second quarter ended July 31 rose 11% to $11.3 billion, including a $456 million contribution from Informatica. Subscription and support revenue increased 12% to $10.8 billion, with Informatica contributing $440 million.
Agentforce and Data 360 annual recurring revenue reached nearly $3.9 billion, an increase of more than 210% from a year earlier. Agentforce ARR exceeded $1.5 billion and grew by more than 240%, although Salesforce expanded the definition of that metric during the quarter to include Slackbot and Headless 360 alongside its other AI offerings. The company reported seven billion Agentic Work Units delivered to date across Agentforce and Slack, including 3.2 billion during the quarter, up 97% sequentially.
Salesforce defines an Agentic Work Unit as a discrete production task executed by an AI agent, such as resolving a customer case, updating a record or initiating an automated workflow. The metric is intended to measure completed activities rather than model queries or generated tokens. Bookings for Agentforce One Edition and Agentforce for Apps more than doubled from the previous quarter.
Data 360 ingested 104 trillion records during the quarter, an increase of 355% year on year. Of these, 82 trillion were ingested through zero-copy connections, up 731%, while the service processed 22 terabytes of unstructured data. Slack recorded its fastest quarterly net-new annual order-value growth since Salesforce acquired the collaboration platform, with Slackbot users increasing by more than 150% sequentially.
Current remaining performance obligations reached $33.5 billion, up 14% in constant currency, while total remaining performance obligations were $66.3 billion. Salesforce posted a GAAP operating margin of 20.5% and a non-GAAP margin of 34.1%. Operating cash flow rose 71% to $1.3 billion and free cash flow increased 81% to $1.1 billion.
Full-year revenue is now expected to reach $46.1 billion to $46.4 billion, representing growth of 11% to 12%. The $200 million guidance increase incorporates $100 million of additional organic growth and $200 million from the pending Contentful and Fin acquisitions, partly offset by a $100 million currency headwind. The company expects both acquisitions to close independently during its fiscal third quarter.
For Indian enterprises and Salesforce’s large implementation-partner ecosystem, the disclosed production volumes offer a concrete view of how agentic systems are entering sales, service, data-management and collaboration workloads. They also place greater emphasis on integration, data preparation, governance and outcome measurement within enterprise transformation programmes
