The earnings call reflected a positive sentiment with strong financial results, strategic acquisitions, and significant growth in key areas like AgentForce and Data Cloud. However, there were some challenges in the marketing and commerce segments and potential delays in the Informatica acquisition. Overall, the company's performance and strategic direction indicate a strong position for future growth.

Company Guidance

During the Salesforce First Quarter Fiscal 2026 Results Conference Call, the company provided several key financial and strategic metrics. Salesforce reported Q1 revenue of $9.83 billion, reflecting an 8% year-over-year increase, with subscription and support revenue growing by 9% in constant currency. The company achieved a non-GAAP operating margin of 32.3% and generated $6.5 billion in operating cash flow. Their remaining performance obligation (RPO) was $60.9 billion, up 13% year-over-year, while the current remaining performance obligation (CRPO) grew by 11% year-over-year in constant currency. Salesforce raised its fiscal year 2026 revenue guidance by $400 million to $41.3 billion at the high end. The company also highlighted its strategic acquisition of Informatica for $8 billion, expected to close by early fiscal year 2027, aiming to achieve accretion on non-GAAP operating margin, non-GAAP EPS, and free cash flow by year two post-close.

Strong Financial Performance

Salesforce delivered $9.83 billion in Q1 revenue, up 8% year over year, with a non-GAAP margin of 32.3% and $6.5 billion in operating cash flow. The company raised its fiscal year 2026 guidance by $400 million to $41.3 billion.

Successful Acquisition Strategy

Salesforce announced the acquisition of Informatica for $8 billion, expected to be accretive and nondilutive, enhancing its data cloud capabilities and AI transformation strategy.

AgentForce and Data Cloud Growth

AgentForce reached over 4,000 paid customers and exceeded $100 million in ARR. Data Cloud surpassed 22 trillion records, up 175% year over year, with AI and Data Cloud ARR growing over 120% year over year.

Expansion in Strategic Markets

Strong business growth in the UK, France, Canada, and Asia Pacific, particularly South Asia, with significant performance in small and medium businesses.

Salesforce (CRM) Earnings, Revenues Date & History

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CRM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 03, 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.