Q1 2026 SaaS Earnings Divergence: Salesforce Agentforce Hits $800M ARR While AI-Native Products Show 40% Gross Retention

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Large-cap SaaS companies that embraced AI are thriving: Salesforce Agentforce reached $800M ARR by fiscal year-end, Adobe's AI tools (Firefly, Acrobat AI) tripled ARR contribution YoY on $6.4B Q1 revenue. Meanwhile, AI-native SaaS median gross revenue retention sits at just 40%, with budget-tier products under $50/month retaining only 23%. Blossom Street Ventures analyzed 40 SaaS earnings calls and concluded AI is 'the biggest boon to the space' — but only for companies with proprietary data and enterprise lock-in.