Salesforce says half of Flex Credit bookings were repeat purchases
Salesforce reported stronger-than-expected quarterly results and announced Claudeforce, a partnership with Anthropic that integrates Claude AI with Salesforce data, workflows and products. The news lifted the company’s value by 12 per cent, but it also highlighted how Salesforce plans to monetise customers’ growing use of AI through bundles and consumption-based pricing.
Revenue reached $11.3 billion for the quarter ending 31 July, up 11 per cent year on year, while Salesforce said bookings linked to its Flex Credits doubled and half came from customers buying more credits after using their initial allocation. Executives said customers could pay by consumption, basic usage or business outcomes, across tools including Agentforce, Slack and Headless 360. Gartner has previously warned that credit-based AI pricing can involve upfront commitments, changing rates and unexpected cost increases unless discounts are negotiated in advance.
- Salesforce’s AI push boosted quarterly results and investor confidence.
- Half of Flex Credit bookings came from customers replenishing usage.
- Credit-based AI pricing may create unpredictable customer costs.
Read the full article at the source →
Originally published by The Register as “Salesforce boasts: 50% of bookings were from ‘customers refilling the tank… they consume Flex Credits, they want more’”.