Salesforce.com (DE:FOO)
NYSE:FOO
Earnings Data
Report Date
Aug 26, 2026After Close (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
2.82Last Year’s EPS
2.51Same Quarter Last Year
Moderate Buy
Based on 37 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call emphasized strong growth and accelerating adoption of Salesforce's agentic products: record revenue, margin expansion, very large token and usage growth, strong large-deal activity, meaningful Slack and Headless 360 momentum, and aggressive capital return actions. Offsetting these positives were pockets of product softness (Commerce, Tableau, Marketing), greater near-term revenue volatility from Informatica on‑prem timing, a temporary cash-flow headwind from debt issued to fund the ASR, and higher restructuring charges affecting GAAP margin guidance. The positives — especially rapid adoption metrics, strong cash generation, record large deals, and improving operating margins — materially outweigh the listed headwinds.Company Guidance
Record Revenue and Margin Expansion
Revenue of $11.13 billion in Q1, up 13% year-over-year nominal (12% in constant currency). Q1 non-GAAP operating margin improved to 34.8% (up 250 basis points) and GAAP operating margin rose to 21.1% (up 130 basis points). Generated $6.7 billion in operating cash flow.
Strong Forward-Looking Contract Metrics
CRPO ended the quarter at $33.6 billion, up ~14% nominal (13% in constant currency), signaling durable demand and a sizable backlog.
Rapid Adoption of Agentic Products (Token and Usage Growth)
Processed 28.6 trillion tokens in the quarter (up 152% quarter-over-quarter) and converted them into 3.8 billion Agentic Work Units (AWUs), up ~111% quarter-over-quarter — indicating accelerating usage of Agentic/BrentForce capabilities.
Record Large Deals and ARR Momentum
Secured a record 98 deals with >$1M in new ACV in the quarter. Agentforce ARR surpassed $1 billion. Combined AI & data ARR (including Data 360 and Informatica Cloud) reported at $3.4 billion. Top deal activity: annual incremental bookings grew ~60% and top-10 deals added ~$800 million TCV to RPO.
BrentForce / Agentforce Customer Results and Productivity Gains
Multiple customer examples of substantial operational impact: PenFed saved ~30,000 minutes per day and reported Agent Wingman savings (~$1.6M annually) and an early agent delivered $2M in savings in 12 days; Vivino cut resolution time by ~70% with autonomous handling; Florida Prepaid now handles 75% of business-hour calls and 100% after-hours autonomously; agentforce sales worked 220k leads and generated $42M in pipeline in Q1.
Slack and Headless 360 Momentum
Slack was involved in nearly half of the million-plus ACV wins this quarter (Slack-related wins up ~80% YoY). Slack AWUs grew ~350% quarter-over-quarter. Headless 360 launched quickly: processed ~4.5 million MCP calls since launch and Q1 saw nearly 1 trillion API calls across the platform — indicating strong developer and partner traction.
Product & Monetization Traction for AI-Enabled SKUs
Bookings for premium AI/data SKUs (A1E and A4x) grew nearly 60% YoY. Customers are expanding: ~50% of bookings came from existing customers increasing their commitments; 7 of the top 10 deals added new seats, demonstrating seat expansion monetization.
Capital Allocation and Shareholder Returns
Commenced a $25 billion accelerated share repurchase (ASR), half of a $50 billion authorization. ASR reduced Q1 diluted share count ~10% YoY (ASR lowered Q1 share count by 103 million shares, ~11% of outstanding) and raised Q1 non-GAAP EPS by $0.23 and GAAP EPS by $0.14.
DE:FOO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:FOO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 27, 2026 | €155.54 | €153.63 | -1.23% |
Feb 25, 2026 | €160.03 | €165.60 | +3.48% |
Dec 03, 2025 | €202.02 | €209.42 | +3.66% |
Sep 03, 2025 | €215.01 | €205.89 | -4.24% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Salesforce.com (DE:FOO) report earnings?
Salesforce.com (DE:FOO) is schdueled to report earning on Aug 26, 2026, After Close (Confirmed).
What is Salesforce.com (DE:FOO) earnings time?
Salesforce.com (DE:FOO) earnings time is at Aug 26, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Salesforce.com stock?
The P/E ratio of Salesforce is N/A.
What is DE:FOO EPS forecast?
DE:FOO EPS forecast for the fiscal quarter 2027 (Q2) is 2.82.
