Public stock examples and a revenue check
Microsoft (MSFT) describes Copilot Studio and GitHub Copilot in its fiscal 2025 report. Salesforce (CRM) reports Agentforce metrics in its fiscal 2026 results. These disclosures establish product exposure, not a buy recommendation or pure-play agent revenue.
- Identify the product and who pays for it. Separate bundled features from separately priced usage.
- Record whether adoption means trials, customers, deals, consumption or annual recurring revenue.
- Salesforce reported $800 million of Agentforce ARR at fiscal 2026 year-end. ARR is a point-in-time company metric, not recognized annual revenue or a forecast.
- Do not assign all cloud, software or chip revenue to agentic AI when the company does not disclose that split.