earnings
confidence high
sentiment positive
materiality 0.85
Salesforce Q1 FY27: GAAP EPS $2.42, revenue $11.1B; raises FY guidance
Salesforce, Inc.
- GAAP EPS $2.42 (up 52% Y/Y); Non-GAAP EPS $3.88 (up 50% Y/Y); GAAP operating margin 21.1%.
- Revenue of $11.1B (+13% Y/Y); subscription & support revenue $10.6B (+14% Y/Y) including $444M Informatica.
- cRPO $33.6B (+14% Y/Y); RPO $67.9B (+11% Y/Y); Agentforce ARR $1.2B (+205% Y/Y).
- Initiates Q2 FY27 revenue guidance $11.27-11.35B; raises FY27 midpoint to $45.9-46.2B.
- Entered $25B accelerated share repurchase with upfront delivery of 103M shares; returned $27.5B to shareholders.