Scaled agent use is less mature, at 24% in software engineering even in the technology sector.
Why this market is moving now
- Salesforce delivered 3.2 billion agentic work units in the quarter to 31 July 2026 alone, out of 7.0 billion to date.
- ServiceNow AI passed $1 billion in annual contract value in the second quarter of 2026.
- Global private investment in AI more than doubled to $344.7 billion in 2025.
- Microsoft now reports an Agents and Infra segment, with revenue up 25% in the quarter to 30 September 2026.
Key figures
Global figures for this market, with the year each one describes. Use Cite to copy a reference to this page.
| Figure | Value | Year | Cite |
|---|---|---|---|
| Salesforce Agentforce annual recurring revenue exceeded $1.5 billion in the quarter ended 31 July 2026, up more than 240% year over year. | 1.5 billion USD | 2026 | |
| Combined Agentforce and Data 360 annual recurring revenue at Salesforce reached nearly $3.9 billion in the same quarter, up more than 210% year over year. | 3.9 billion USD | 2026 | |
| Salesforce had delivered 7.0 billion agentic work units across Agentforce and Slack by mid-2026, including 3.2 billion in the quarter to 31 July 2026. | 7.0 billion agentic work units | 2026 | |
| ServiceNow AI products passed $1 billion in annual contract value in the second quarter of 2026. | 1 billion USD annual contract value | 2026 | |
| Agentic deployments of ServiceNow AI increased ninefold in the nine months to mid-2026. | ninefold increase | 2026 | |
| 88% of surveyed organizations worldwide used AI in at least one business function in 2025, up from 78% in 2024. | 88 % of organizations | 2025 | |
| In the technology sector, scaled use of AI agents reached 24% in software engineering, 22% in IT and 21% in service operations in 2025. | 24 % of respondents | 2025 | |
| Global private investment in AI reached $344.7 billion in 2025, up 127.5% from 2024. | 344.7 billion USD | 2025 | |
| The United States attracted $285.88 billion of private AI investment in 2025, far ahead of China at $12.41 billion. | 285.88 billion USD | 2025 | |
| Microsoft's Agents and Infra segment, which groups its applications, agents and Azure, had revenue of $76,795 million in the quarter to 30 September 2026, up 25%. | 76,795 million USD | 2026 |
Calculated figures (shares, changes and prices per kilogram) are plain arithmetic on the reported values. Read how we work.
Companies to watch
Salesforce
Agentforce annual recurring revenue exceeded $1.5 billion in the quarter to 31 July 2026, up more than 240%.
ServiceNow
Its AI products passed $1 billion in annual contract value in the second quarter of 2026.
Microsoft
Its Agents and Infra segment had revenue of $76,795 million in the quarter to 30 September 2026, up 25%.
What the full report covers
- 01Executive summary
The answer in one page: size, direction and what moves it - 02Market definition and scope
What is in and out of the global market - 03Global market size, 2021 to 2025
Historical series and growth rates - 04Countries and regions
Demand, supply and trade by country and region - 05Outlook to 2031
Base, low and high scenarios with stated assumptions - 06Rules, policy and deadlines
Regulation and programmes that change demand - 07Drivers and barriers
What accelerates or slows adoption, by customer segment - 08Prices, costs and margins
Unit economics where public data allows - 09Competitive landscape
8 to 12 company profiles with recent moves - 10Opportunities and risks
For new entrants, suppliers and investors - 11Method and assumptions
How every figure was built
Included with the full report
- PDF report, 40 to 60 pages
- Excel data pack
- Ready-to-use charts
- Method note and assumptions
- Written to order in 5 working days
Frequently asked questions
How big is the global enterprise AI agents market?
Vendor figures are the best guide. Salesforce Agentforce annual recurring revenue exceeded $1.5 billion in the quarter to 31 July 2026, up more than 240% in a year. ServiceNow AI passed $1 billion in annual contract value in the second quarter of 2026.
How many companies use AI worldwide?
In 2025, 88% of surveyed organizations worldwide used AI in at least one business function. That was up from 78% in 2024 and 55% in 2023.
Who are the largest enterprise AI agent vendors?
Salesforce, ServiceNow and Microsoft lead the disclosed figures. Agentforce annual recurring revenue exceeded $1.5 billion, ServiceNow AI passed $1 billion in annual contract value, and the Microsoft Agents and Infra segment had $76,795 million of revenue in one quarter.
How fast is enterprise use of AI agents growing?
Agentforce annual recurring revenue grew more than 240% in the year to 31 July 2026. Agentic deployments of ServiceNow AI increased ninefold in nine months.
Which business functions use AI agents the most?
In the technology sector, scaled agent use in 2025 reached 24% in software engineering, 22% in IT and 21% in service operations.
Where is AI investment going?
Global private investment in AI reached $344.7 billion in 2025, up 127.5%. The United States drew $285.88 billion of it, against $12.41 billion for China.
Free sample
Get a free sample of this report
We send the table of contents, two sample chapters and the method note, usually within one working day. It is free to ask.
- Full table of contents
- Two sample chapters
- Method note and data outline