Inferra AIResearch Tools

Inferra AI / Company / CRM

Salesforce

CRM · Information Technology

Last earnings Aug 26, 2026

Important announcements

Salesforce Signs Definitive Agreement to Acquire BrazeOct 20, 2026

Key results

Revenuequarter

$10.2 billion

revenue of $10.2 billion, up 10% year-over-year ( Y Y ) and 9% in constant currency ( CC ) Second quarter subscription support

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Growthquarter

up 10%

revenue of $10.2 billion, up 10% year-over-year ( Y Y ) and 9% in constant currency ( CC ) Second quarter subscription support

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

revenue of $9.7 billion, up 11% Y Y and 9% in CC Current remaining performance obligation of $29.4 billion, up 11% Y Y and 10% in CC Second quarter

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

GAAP operating marginquarter

22.8%

GAAP operating margin of 22.8% and non-GAAP

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Operating marginquarter

34.3%

operating margin of 34.3% Returned $2.6 billion to shareholders, including $2.2 billion in share repurchases and $399 million in dividends Announced $20 billion increase to Salesforce's existing share repurchase program

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Business Highlights Data Cloud and AI annual recurring revenue over $1.2 billion, up 120% Y Y Salesforce has closed over 12,500 deals since launching Agentforce, of which over 6,000 are paid Over 40% of Data Cloud and Agentforce Q2 bookings came from existing customer expansion In Q2, closed over 60 deals greater than $1 million that include both Data Cloud and AI Service and Platform were in all Q2 Top 10 Deals On help.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Net incomequarter

$0.00

tax rate of 23.5% and 24.5%, respectively, and non-GAAP diluted net income per share by $0.00 and $(0.03) based on a non-GAAP tax rate of 22.0%.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

GAAP EPSquarter

$0.00

During the six months ended July 31, 2025 and 2024, gains (losses) on strategic investments impacted GAAP diluted EPS by $(0.05) and $0.00 based on a U.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

EPSquarter

$0.00

tax rate of 23.5% and 24.5%, respectively, and non-GAAP diluted EPS by $(0.05) and $0.00 based on a non-GAAP tax rate of 22.0%.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Operating expensesquarter

$(1) million

Operating expenses (1)(2)

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

AI analysis

Q2 FY2026 · reported Sep 3, 2025

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q2 FY2026
$10.2B
EX-99 · Sep 3, 2025
GAAP EPS · Q2 FY2026
$0.00
EX-99 · Sep 3, 2025
GAAP operating margin · Q2 FY2026
22.8%
EX-99 · Sep 3, 2025
Operating margin · Q2 FY2026
34.3%
EX-99 · Sep 3, 2025

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Sep 3, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ2 FY2026Prior qtrYear ago
Revenue$10.2 billion——
Growthup 10%——
GAAP operating margin22.8%——
Operating margin34.3%——
Net income$0.00——
GAAP EPS$0.00——
EPS$0.00——
Operating expenses$(1) million——

EX-99 · Sep 3, 2025

Guidance · company-stated

Direction: Raised

Revenue$10.24 billion

“com, Agentforce has handled over 1.4 million requests Guidance Initiates third quarter FY26 revenue guidance of $10.24 billion to $10.29 billion, up 8% - 9% Y Y and 8% in CC Raises low end of full year FY26 revenue guidance to $41.1 billion to $41.3 billion, up 8.5% - 9% Y Y and 8% in CC Updates full year FY26 GAAP operating margin guidance to 21.2%, and raises non-GAAP operating margin guidance to 34.1% Raises full year FY26 operating cash flow growth guidance to approximately 12% to 13% Y Y Salesforce's guidance includes GAAP and non-GAAP financial measures.”

Midpoint vs latest-quarter revenue+0.4%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP operating margin22.8%
Operating margin34.3%

Capital allocation

The Company's shares used in computing GAAP diluted net income per share guidance and non-GAAP diluted net income per share guidance excludes any impact to share count from potential Q3 - Q4 FY26 repurchase activity under our share repurchase program.

(5) The Company's shares used in computing GAAP net income per share guidance and non-GAAP net income per share guidance excludes any impact to share count from potential Q3 - Q4 FY26 repurchase activity under our share repurchase program.

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +0.4% computed from stated figures

Company-stated claims

Sep 17, 2026

Historical · expanded 435% · arr_recurring

“+435% YoY ARR Growth Average Recurring Revenue from this cohort expanded 435% year-over-year.”

EX-99 · Sep 17, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Salesforce Reports Record Second Quarter Fiscal 2026 Results Exceeds Guidance Across All Metrics Subscription Support Revenue up 11% Y Y, 9% in CC SAN

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “com, Agentforce has handled over 1.4 million requests Guidance Initiates third quarter FY26 revenue guidance of $10.24 billion to $10.29 billion, up 8% - 9% Y Y and 8% in CC Raises low end of full year FY26 revenue guidance to $41.1 billion to $41.3 billion, up 8.5% - 9% Y Y and 8% in CC Updates full year FY26 GAAP operating margin guidance to 21.2%, and raises non-GAAP operating margin guidance to 34.1% Raises full year FY26 operating cash flow growth guidance to approximately 12% to 13% Y Y Salesforce's guidance includes GAAP and non-GAAP financial measures.”

Revenue — Raised (“Raises”)
“com, Agentforce has handled over 1.4 million requests Guidance Initiates third quarter FY26 revenue guidance of $10.24 billion to $10.29 billion, up 8% - 9% Y Y and 8% in CC Raises low end of full year FY26 revenue guidance to $41.1 billion to $41.3 billion, up 8.5% - 9% Y Y and 8% in CC Updates full year FY26 GAAP operating margin guidance to 21.2%, and raises non-GAAP operating margin guidance to 34.1% Raises full year FY26 operating cash flow growth guidance to approximately 12% to 13% Y Y Salesforce's guidance includes GAAP and non-GAAP financial measures.”

Classified from the release's primary full-year outlook statement.

Capital allocation

The Company's shares used in computing GAAP diluted net income per share guidance and non-GAAP diluted net income per share guidance excludes any impact to share count from potential Q3 - Q4 FY26 repurchase activity under our share repurchase program.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

(5) The Company's shares used in computing GAAP net income per share guidance and non-GAAP net income per share guidance excludes any impact to share count from potential Q3 - Q4 FY26 repurchase activity under our share repurchase program.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

The Company defines the non-GAAP measure free cash flow as GAAP net cash provided by operating activities, less capital expenditures.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Strategy & priorities

We exceeded all our financial targets while achieving our tenth consecutive quarter of operating margin expansion, delivering strong returns and maximizing value for our customers and shareholders.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Business Highlights Data Cloud and AI annual recurring revenue over $1.2 billion, up 120% Y Y Salesforce has closed over 12,500 deals since launching Agentforce, of which over 6,000 are paid Over 40% of Data Cloud and Agentforce Q2 bookings came from existing customer expansion In Q2, closed over 60 deals greater than $1 million that include both Data Cloud and AI Service and Platform were in all Q2 Top 10 Deals On help.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

(3) The percentages shown in the restructuring line have been calculated based on charges associated with the Company's restructuring initiatives.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Stock-based compensation expense excludes stock-based compensation expense related to the Company's restructuring initiatives, which is included in the restructuring line.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

(2) The Company's projected GAAP and non-GAAP diluted net income per share assumes no change to the value of our strategic investment portfolio as it is not possible to forecast future gains and losses.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Risks & headwinds

The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the Company s results or outcomes could differ materially and adversely from those expressed or implied by our forward-looking statements.

SEC original ↗Salesforce — Earnings release (8-K exhibit)EX-99Sep 3, 2025

Documents

Earnings deck slides

0 decks with slide view

Salesforce — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology

Filings

49 documents

Earnings releases

16 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Salesforce are held in this edition of the library.

Mentioned by

24 companies

Other tracked companies whose held documents mention Salesforce by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.