Salesforce Rejects 'AI-Kill-SaaS' Narrative as Usage Surges Sixfold

Salesforce CEO Marc Benioff has pushed back against predictions that generative AI will render SaaS obsolete, citing a sixfold surge in agentic AI usage on the platform during its Q2 earnings call.

The company's fiscal 2027 revenue outlook is now above $11 billion, surpassing prior guidance. This growth is fueled by expanding partnership with Anthropic, which launches 'Claudeforce' AI integration.

Benioff emphasizes the security of native SaaS apps versus third-party integrations, a message that could become a selling point as regulators scrutinize AI data pipelines.