Salesforce has presented financial results for the fourth quarter of 2025 and they are very solidwith revenues of $10.7 billion for an increase of 13%. In annual terms, it reported $41.5 billion in revenue, 10% more than the previous year. Interesting data in the midst of speculation about the ‘SaaSpocalypse’ or the damage that the AI revolution and its agents can represent for the software-as-a-service giants.
In the same sense, the company predicts good results for this yearwith revenue between $45.8 billion and $46.2 billion to maintain double-digit year-over-year increases. It also indicated that its RPO obligation exceeds $72 billion. This figure reflects revenue under contract that has not yet been delivered or recognized as earned revenue.
Salesforce against the ‘SaaSpocalypse’
The shares of companies that use software as a service as a business engine have fallen in recent weeks, penalized by the potential capabilities of what is coming from artificial intelligence, in changes in business software that are presumed historic.
Although their performance is yet to be demonstrated, the simple announcement of the launch of “revolutionary” AI agent solutions has caused the stock market crash of exposed companiesas we have seen in the field of cybersecurity or programming. Investors fear that the rise of AI agents will weaken these companies, making their job-per-employee business models obsolete.
The concept of the ‘SaSS apocalypse’ is so present that Salesforce CEO Marc Benioff mentioned it at least six times in the presentation of financial results. The executive ruled out that it will affect him and explained that it is not the first ‘SaaSpocalypse’ that they have had to face, even ensuring growth: “Many companies use SaaS a lot because it has improved with agents”. Benioff recalls the strategy to position Salesforce as an agentic company. Can only AI giants launch agents? Clearly not and Salesforce has been using them for years.
In the presentation of results, rather than dissecting the numbers that are in any case positive, Benioff interviewed three Salesforce clients to demonstrate his enthusiasm for their new agent options: the CEO of the appliance company SharkNinja; the CEO of Wyndham Hotels and Resorts; and, to drive home the point, the CEO of SaaStr, the software industry’s media and conference company. The bottom line is that everyone is loving Salesforce’s AI agent products.
Additionally, the company presented its own architectural vision of the future world of agents. It shows that SaaS software, like itself, dominates most of the technological infrastructurewith AI model creators at the bottom as invisible, interchangeable and commoditized engines of work.
In another sign of the company’s good financial health (and in a clear nod to investors), Salesforce has increased its dividend almost 6%, to $0.44 per share. It has also launched a new $50 billion share buyback program. These types of programs are always popular with shareholders as it creates a strong buyer and reduces the number of shares outstanding, which can boost the share Price.
