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.
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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