Marketing and Commerce
Marketing and commerce subscriptions grew only 2.8% in fiscal 2026, the slowest of the reported lines.
The numbers
Marketing and commerce subscription and support revenue$5,428 millionFY2026 (ended 2026-01-31) · up 2.8% year on year · source ↗
What it is
Marketing and commerce is the set of tools for campaigns, journeys and online stores. The 10-K now reports it as Agentforce Marketing and Agentforce Commerce, and it is the weakest growth line the company reports.↗ source
Why it matters to the stock. Low growth here limits the blended rate. Any sign of re-acceleration would show AI products are reaching marketing buyers.
News
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