Salesforce had a strong quarter with record-breaking revenue, significant growth in AI and Data Cloud, and strategic wins in both the public sector and IT service management. However, there were challenges in specific markets and product areas like marketing and commerce. The positive aspects, including strong financial performance and strategic growth initiatives, outweigh the lowlights.

Company Guidance

During the Salesforce second quarter fiscal 2026 conference call, the company announced several key metrics showcasing its robust performance and future guidance. Salesforce reported Q2 revenue of $10.25 billion, marking a 10% year-over-year increase, with a 9% increase in constant currency. The company's non-GAAP operating margin stood strong at 34.3%, and its current remaining performance obligation (CRPO) reached $29.4 billion, up 11% year-over-year. Notably, Salesforce's AI and data product line experienced an impressive 120% year-over-year growth. The company raised its guidance for fiscal 2026, projecting revenue between $41.1 billion to $41.3 billion, with a non-GAAP operating margin of 34.1%. Additionally, Salesforce expects to achieve nearly $15 billion in operating cash flow, up significantly from previous quarters. The guidance reflects Salesforce's successful execution in its strategic priorities, particularly in AI and data cloud adoption, with the Data Cloud and AgentForce platforms being significant contributors, showing 120% annual growth in AI annual recurring revenue (ARR).

Record Revenue and Growth

Salesforce reported Q2 revenue of $10.25 billion, up 10% year over year and 9% in constant currency. Non-GAAP operating margin was 34.3%, and CRPO reached $29.4 billion, up 11% year over year.

AI and Data Cloud Success

The AI and data product line grew 120% year over year. Data Cloud had a 140% year-over-year growth in customers and 326% growth in rows accessed by zero copy integration.

Strong New Bookings and Customer Expansion

Net new bookings from deals over $1 million grew 26% year over year. 40% of agent force new bookings came from existing customers expanding their investment.

Public Sector and ITSM Growth

Significant wins with the US Army and expansion in IT service management with the launch of the Agentic IT service platform.

Strategic Acquisitions and Capital Return

Salesforce closed acquisitions of Convergence AI, Bluebirds, and Y, and announced a $20 billion expansion of share repurchase authorization.

Salesforce (DE:FOO) Earnings, Revenues Date & History

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DE:FOO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 26, 2025	2026 (Q3)	2.44 / -	2.056	―	―	―
Jul 31, 2025	2026 (Q2)	2.37 / 2.48	2.184	13.67% (+0.30)	―	―
May 28, 2025	2026 (Q1)	2.17 / 2.20	2.082	5.74% (+0.12)
Feb 26, 2025	2025 (Q4)	2.23 / 2.37	1.954	21.40% (+0.42)
Dec 03, 2024	2025 (Q3)	2.08 / 2.06	1.8	14.22% (+0.26)
Aug 28, 2024	2025 (Q2)	2.01 / 2.18	1.809	20.75% (+0.38)
May 29, 2024	2025 (Q1)	2.03 / 2.08	1.442	44.38% (+0.64)
Feb 28, 2024	2024 (Q4)	1.94 / 1.95	1.433	36.31% (+0.52)
Nov 29, 2023	2024 (Q3)	1.75 / 1.80	1.194	50.71% (+0.61)
Aug 30, 2023	2024 (Q2)	1.62 / 1.81	1.015	78.15% (+0.79)

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

DE:FOO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	€228.35	€217.90	-4.58%
May 28, 2025	€243.12	€228.34	-6.08%
Feb 26, 2025	€294.64	€290.60	-1.37%
Dec 03, 2024	€311.48	€341.15	+9.53%

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.