Salesforce Q4 FY25 Earnings: Growth, Misses, and the Future of AI & Data

Adam Mansfield breaks down Salesforce’s Q4 FY25 earnings, revealing mixed results with single-digit growth and some key misses on analyst expectations. CEO Marc Benioff is doubling down on AI (Agentforce) and Data Cloud, but most specifically the “Holy Trinity” of CRM (Apps / Customer 360) + AI + Data. With CFO (Weaver) and COO (Millham) transitions, shifting revenue models, and an aggressive push for customer adoption of AI solutions with consumption-based licensing, what does this mean for businesses? Understanding discounting that is available, level of transparency needed, renewal protections, and the evolving consumption model is more critical than ever.