earnings
confidence high
sentiment positive
materiality 0.85
Salesforce Q1 revenue $9.8B (+8% Y/Y), raises FY26 guidance to $41.0-$41.3B; announces Informatica acquisition
Salesforce, Inc.
2026-Q1 EPS
reported $1.59
vs consensus $3.08
▼ miss
(-48.3%)
- Revenue $9.8B (+8% Y/Y); GAAP operating margin 19.8%, non-GAAP 32.3%; cRPO $29.6B (+12% Y/Y).
- Operating cash flow $6.5B (+4% Y/Y); returned $3.1B to shareholders ($2.7B buybacks, $402M dividends).
- Data Cloud & AI ARR >$1B (+120% Y/Y); Agentforce deals >8,000 since launch.
- Full year FY26 revenue guidance raised to $41.0-$41.3B (up $400M at high end); Q2 guidance $10.11-$10.16B.
- Definitive agreement to acquire Informatica Inc.; expected close early FY27, no FY26 guidance impact.
item 2.02item 9.01