Claudeforce Go-To-Market
Q: How will you and Miguel take Claudeforce to the field with Anthropic, and will your sales teams work together?
A: Marc Benioff and Miguel Milano explained that Claudeforce is rolling out internally and will be generally available in September at Dreamforce, where every Salesforce seller will demo it. They noted they will work hand-in-hand with Anthropic sales executives to drive adoption.
Open Models and Software Architecture
Q: How do you view the debate between open weight models versus frontier model adoption, and what is the monetization path for Claudeforce and Headless?
A: Marc Benioff stated that enterprise customers primarily consume AI through packaged software like Salesforce and Slack rather than building their own models, allowing Salesforce to capture value at the application layer.
Agentforce ARR and Adoption
Q: What proportion of current Agentforce ARR comes from paid production customers versus pilots, and how has the time line from pilot to paid deployment changed?
A: Miguel Milano reported that ARR bookings doubled year-over-year, with 50% coming from customers refilling consumption credits, and noted that they added 2,000 paying customers into production, representing a 70% increase quarter-over-quarter.
Pricing Models and Monetization
Q: Do you expect to capture the same ACV from customers agnostic of whether they use Agentforce or a Headless configuration?
A: Robin Washington and Miguel Milano explained that flexibility is key, with customers buying via user, agent, consumption, or outcome-based pricing, and noted that premium additions command a 60% to 80% price premium.
Net New AOV Growth and Attrition
Q: How should we think about net new AOV growth and low attrition going forward in relation to the broader software environment?
A: Marc Benioff and Miguel Milano highlighted that strong net new AOV growth, near record low attrition, and new AI-driven value delivery give them high confidence in organic revenue reacceleration for the second half of the year.
