earnings
confidence high
sentiment positive
materiality 0.85
Salesforce Q2 FY27: Revenue $11.3B (+11% Y/Y), cRPO +14%, raises FY27 guidance
Salesforce, Inc.
- Revenue $11.3B, up 11% Y/Y; GAAP EPS $4.29, non-GAAP EPS $5.90, up 103% Y/Y.
- cRPO $33.5B, up 14% Y/Y CC; RPO $66.3B, up 11% Y/Y.
- Agentforce ARR >$1.5B, up 240% Y/Y; combined AI/data ARR ~$3.9B, up 210% Y/Y.
- Raises FY27 revenue guidance to $46.1-46.4B (up 11-12% Y/Y), $200M raise; Q3 guide $11.42-11.5B.
- Pending Contentful and Fin acquisitions expected to close in Q3 FY27; included in guidance.