earnings
confidence high
sentiment positive
materiality 0.85
Salesforce Q2 FY26 revenue $10.2B (+10% YoY), raises guidance, boosts buyback $20B
Salesforce, Inc.
2026-Q2 EPS reported
$3.55
revenue$20,065,000,000
- Revenue $10.2B (+10% YoY); subscription & support $9.7B (+11% YoY); cRPO $29.4B (+11% YoY).
- GAAP operating margin 22.8%; non-GAAP operating margin 34.3% (10th consecutive quarter of expansion).
- Data Cloud & AI annual recurring revenue over $1.2B (+120% YoY); closed 12,500+ Agentforce deals since launch.
- Returned $2.6B to shareholders in Q2 ($2.2B in buybacks, $399M dividends); authorized $20B buyback increase (total $50B).
- Q3 FY26 revenue guidance $10.24-10.29B; full-year guidance raised to $41.1-41.3B; operating cash flow growth ~12-13%.