Salesforce demonstrated strong financial performance with significant growth in revenue, cash flow, and new product adoption, particularly with AgentForce. The acquisition of Informatica is expected to enhance their AI and data capabilities. However, challenges in marketing, commerce, and certain geographic regions present areas for improvement.

Company Guidance -

Q2 2026

During the call, Salesforce provided guidance for fiscal year 2026, raising its revenue forecast by $400 million to reach $41.3 billion at the high end of the range, reflecting an 8% to 9% year-over-year growth in nominal terms. The company reported $9.83 billion in Q1 revenue, marking an 8% increase from the previous year, and delivered a 32.3% non-GAAP margin. Salesforce also highlighted its strong operating cash flow of $6.5 billion and a remaining performance obligation (RPO) of $60.9 billion, up 13% year-over-year. The current RPO grew by 11% year-over-year in constant currency, indicating robust renewal performance. Salesforce reiterated its commitment to maintaining a 34% non-GAAP operating margin for the year and projected operating cash flow growth between 10% and 11%. The company emphasized its strategic acquisition of Informatica for $8 billion, expected to close by early fiscal year 2027, and outlined its plan for achieving accretion on non-GAAP operating margin, non-GAAP EPS, and free cash flow by the second year post-close.

Strong Revenue Growth

Salesforce reported $9.83 billion in Q1 revenue, up 8% year over year, with subscription and support revenue growing 9% in constant currency.

Informatica Acquisition

Salesforce announced an $8 billion acquisition of Informatica, expected to close by early fiscal year 2027, aiming to enhance their data and AI capabilities.

AgentForce Success

Salesforce's AgentForce reached over 4,000 paid customers and crossed $100 million in ARR, showing significant adoption and integration across various industries.

Record Operating Cash Flow

Salesforce achieved $6.5 billion in operating cash flow, indicating strong financial health and cash generation.

RPO and CRPO Growth

Remaining Performance Obligation (RPO) was $60.9 billion, up 13% year over year, while Current RPO grew 11% year over year in constant currency.

Salesforce (CRM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CRM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Aug 27, 2025	2026 (Q2)	2.78 / -	2.56	―	―	―
May 28, 2025	2026 (Q1)	2.55 / 2.58	2.44	5.74% (+0.14)
Feb 26, 2025	2025 (Q4)	2.61 / 2.78	2.29	21.40% (+0.49)
Dec 03, 2024	2025 (Q3)	2.44 / 2.41	2.11	14.22% (+0.30)
Aug 28, 2024	2025 (Q2)	2.35 / 2.56	2.12	20.75% (+0.44)
May 29, 2024	2025 (Q1)	2.37 / 2.44	1.69	44.38% (+0.75)
Feb 28, 2024	2024 (Q4)	2.27 / 2.29	1.68	36.31% (+0.61)
Nov 29, 2023	2024 (Q3)	2.06 / 2.11	1.4	50.71% (+0.71)
Aug 30, 2023	2024 (Q2)	1.90 / 2.12	1.19	78.15% (+0.93)
May 31, 2023	2024 (Q1)	1.62 / 1.69	0.98	72.45% (+0.71)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CRM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 28, 2025	$275.59	$266.50	-3.30%
Feb 26, 2025	$306.36	$293.97	-4.04%
Dec 03, 2024	$330.01	$366.29	+10.99%
Aug 28, 2024	$257.39	$255.51	-0.73%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.