earnings
confidence high
sentiment positive
materiality 0.85
Salesforce Q3 FY26 revenue $10.3B (+9%); raises full-year guidance; Agentforce ARR >$500M
Salesforce, Inc.
2026-Q3 EPS reported
$5.73
revenue$30,324,000,000
- cRPO $29.4B (+11% Y/Y); RPO $59.5B (+12%); subscription revenue $9.7B (+10% Y/Y).
- GAAP operating margin 21.3%; non-GAAP 35.5%; operating cash flow $2.3B (+17%); FCF $2.2B (+22%).
- Full-year FY26 revenue guidance raised to $41.45B-$41.55B (~9-10% growth); OCF growth raised to ~13-14%.
- Agentforce and Data 360 ARR ~$1.4B (+114% Y/Y); Agentforce ARR >$500M (+330% Y/Y); 9,500+ paid deals.
- Returned $4.2B to shareholders ($3.8B buybacks, $395M dividends); Informatica acquisition closed in Q3.