Core Viewpoint - Salesforce.com reported a revenue of $9.83 billion for the quarter ended April 2025, reflecting a year-over-year increase of 7.6% and surpassing the Zacks Consensus Estimate of $9.74 billion by 0.95% [1] Financial Performance - Earnings per share (EPS) for the quarter was $2.58, an increase from $2.44 in the same quarter last year, exceeding the consensus EPS estimate of $2.54 by 1.57% [1] - The stock has returned +3.5% over the past month, while the Zacks S&P 500 composite has changed by +7.4% [3] Key Metrics - Remaining performance obligation (RPO) - Current: $29.6 billion, exceeding the average estimate of $29 billion [4] - Remaining performance obligation (RPO) - Total: $60.9 billion, compared to the average estimate of $60.43 billion [4] - Geographic Revenue - Americas: $6.47 billion, a +6.7% change year-over-year, below the estimate of $6.63 billion [4] - Geographic Revenue - Asia Pacific: $1.02 billion, a +10.5% change year-over-year, above the estimate of $982.26 million [4] - Geographic Revenue - Europe: $2.34 billion, a +9% change year-over-year, above the estimate of $2.11 billion [4] Revenue Breakdown - Revenue from Professional services and other: $532 million, a -2.9% change year-over-year, above the average estimate of $515.31 million [4] - Revenue from Subscription and support: $9.30 billion, an +8.3% change year-over-year, above the average estimate of $9.22 billion [4] - Revenue from Subscription and support - Service: $2.33 billion, a +7% change year-over-year, slightly below the estimate of $2.35 billion [4] - Revenue from Subscription and support - Marketing and Commerce: $1.33 billion, a +3.4% change year-over-year, below the estimate of $1.35 billion [4] - Revenue from Subscription and support - Platform and Other: $1.96 billion, a +14.3% change year-over-year, above the average estimate of $1.83 billion [4] - Revenue from Subscription and support - Integration and Analytics: $1.54 billion, slightly below the estimate of $1.56 billion [4]

Salesforce.com (CRM) came out with quarterly earnings of $2.58 per share, beating the Zacks Consensus Estimate of $2.54 per share. This compares to earnings of $2.44 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.57%. A quarter ago, it was expected that this customer-management software developer would post earnings of $2.60 per share when it actually produced earnings of $2.78, delivering a surprise of 6.92%.Over the last ...

Financial Data and Key Metrics Changes - The company reported Q1 revenue of $9,830,000,000, an increase of 8% year over year [22][57] - Subscription and support revenue grew by 9% in constant currency [22][58] - Remaining performance obligation (RPO) reached $60,900,000,000, up 13% year over year [24][61] - Current remaining performance obligation (CRPO) ended at $29,600,000,000, up 12% year over year [61] - Operating cash flow was $6,500,000,000, a 4% increase year over year [61] - The company raised its fiscal year 2026 revenue guidance by $400,000,000 to a range of $41,000,000,000 to $41,300,000,000 [62] Business Line Data and Key Metrics Changes - Strong growth was observed in the small and medium market business, achieving double-digit new bookings growth [23][24] - Data Cloud surpassed 22,000,000,000,000 records, up 175% year over year [30] - AgentForce reached over $100,000,000 in annual operating value (AOV) [29] - Data Cloud and ARR grew more than 120% year over year, contributing over $1,000,000,000 to the business [32] Market Data and Key Metrics Changes - Strong new business growth was noted in the UK, France, Canada, and Asia Pacific, particularly South Asia [60] - The company experienced strong performance in the Communications and Media and Health and Life Sciences sectors, while Retail and Consumer Goods and Public Sector showed more measured performance [60] Company Strategy and Development Direction - The acquisition of Informatica for $8,000,000,000 is seen as a transformational step to enhance the company's AI and data capabilities [8][20] - The company is focused on maintaining a disciplined approach to acquisitions and capital allocation, emphasizing customer success and strategic fit [17][20] - The integration of AgentForce and Data Cloud is expected to drive significant growth and market differentiation [20][32] Management's Comments on Operating Environment and Future Outlook - Management expressed excitement about the growth opportunities in AI and enterprise software, highlighting the importance of data transformation for businesses [12][26] - The company is committed to maintaining margin and cash flow frameworks while pursuing growth initiatives [70][74] - Management noted that the current economic environment has not significantly impacted customer behavior, maintaining confidence in the pipeline [94][95] Other Important Information - The company introduced a new consumption-based pricing model, Flex credits, to enhance customer experience [27] - The company is focused on operational excellence to maximize shareholder value, with a strong emphasis on efficiency and profitability [54][61] Q&A Session Summary Question: When will AgentForce and Data Cloud become bigger drivers for overall growth rates at Salesforce? - Management acknowledged the importance of growth and emphasized the need for balanced execution while focusing on distribution and investment in sales capacity [68][70] Question: Have macroeconomic uncertainties affected customer behavior? - Management reiterated the strength of their balanced portfolio and strong momentum in data and AI, expressing confidence in their guidance despite headwinds [93][94] Question: How will the combined portfolio of Tableau, MuleSoft, and Informatica change the game for the company? - Management highlighted the integration of Tableau into the core Salesforce functionality and its role in enhancing the agentic layer, which is crucial for customer engagement [99][100]

Financial Data and Key Metrics Changes - The company reported Q1 revenue of $9,830,000,000, an increase of 8% year over year [20] - Subscription and support revenue grew by 9% in constant currency [21] - Non-GAAP operating margin for the quarter was 32.3% [22] - Remaining performance obligation (RPO) reached $60,900,000,000, up 13% year over year [22] - Current remaining performance obligation (CRPO) grew by 12% year over year in nominal terms [56] - Operating cash flow was $6,500,000,000, a 4% increase year over year [56] - The company raised its fiscal year 2026 revenue guidance by $400,000,000 to a range of $41,000,000,000 to $41,300,000,000 [57] Business Line Data and Key Metrics Changes - Strong growth was observed in the small and medium market business, achieving double-digit new bookings growth [21] - Data Cloud surpassed 22,000,000,000,000 records, up 175% year over year [28] - AgentForce reached over $100,000,000 in annual operating value (AOV) [27] - Data Cloud and ARR grew more than 120% year over year, contributing over $1,000,000,000 to the business [30] Market Data and Key Metrics Changes - The company saw strong new business growth in the UK, France, Canada, and Asia Pacific, particularly South Asia [55] - Comms and Media and Health and Life Sciences industries performed well, while Retail and Consumer Goods and Public Sector showed more measured performance [55] Company Strategy and Development Direction - The acquisition of Informatica for $8,000,000,000 is seen as a transformational step to enhance the company's AI and data capabilities [7][10] - The company aims to achieve accretion on non-GAAP operating margin, non-GAAP EPS, and free cash flow by year two post-acquisition [17] - The focus is on operational excellence and a disciplined approach to mergers and acquisitions [16] Management's Comments on Operating Environment and Future Outlook - Management expressed excitement about the growth opportunities in AI and enterprise software, emphasizing the importance of data transformation for AI success [11][24] - The company is committed to maintaining margin and cash flow frameworks while pursuing growth [64] - Management highlighted the strong momentum in data and AI, with expectations for continued contributions from AgentForce [90] Other Important Information - The company introduced a new consumption-based pricing model called Flex credits [25] - The company plans to add FedRAMP high authorization for AgentForce to cater to the U.S. public sector [26] - The company has seen significant customer success stories, including partnerships with major companies like PepsiCo and Falabella [39][42] Q&A Session Summary Question: When will AgentForce and Data Cloud become bigger drivers for overall growth rates? - Management acknowledged the importance of growth and emphasized a balanced execution approach while focusing on distribution and investment in sales capacity [64][66] Question: Have macro uncertainties affected customer behavior? - Management noted a balanced portfolio and strong momentum in data and AI, which provides confidence in guidance despite headwinds [90] Question: How will the combined portfolio of Tableau, MuleSoft, and Informatica change the game? - Management highlighted the integration of Tableau into the core Salesforce functionality and its role in enhancing the agentic layer and data strategy [95][100]

Executive Vice President of Investor Relations 2 Safe Harbor and Note About Non-GAAP Financial Measures May 28, 2025 Salesforce Q1 FY26 Earnings Call NYSE: CRM @Salesforce_ir Introduction Mike Spencer "Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the Company's financial and operating results and guidance which include, but are not limited to, expected GAAP and non-GAAP financial and other operating and non-oper ...

Salesforce CEO Marc Benioff participates in an interview at the World Economic Forum in Davos, Switzerland, on Jan. 22, 2025.Salesforce shares were volatile in extended trading on Wednesday after the sales and customer service software maker reported upbeat fiscal first-quarter results and guidance.Here's how the company performed relative to LSEG consensus:Earnings per share: $2.58 adjusted vs. 2.54 expectedRevenue: $9.83 billion vs. $9.75 billion expectedSalesforce's revenue grew 8% year over year in the ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Exhibit 99.1 Salesforce Reports Record First Quarter Fiscal 2026 Results Exceeds Guidance Across All Metrics; cRPO up 12% Y/Y SAN FRANCISCO, Calif. - May 28, 2025 - Salesforce (NYSE: CRM), the world's #1 AI CRM, today announced results for its first quarter fiscal 2026 ended April 30, 2025. Results "We delivered strong Q1 results and are raising our guidance by $400 million to $41.3 billion at the high end of the range," said Marc Benioff, Chair and CEO, Salesforce. "We've built a deeply unified enterprise ...

Salesforce, Inc. (CRM) will report its first-quarter fiscal 2026 results on Wednesday after market close. Thus, let’s examine Salesforce’s projected earnings, long-term growth factors, and post-earnings stock trading strategies. Salesforce’s Q1 Earnings: What Should We Anticipate? Salesforce expects fiscal first-quarter revenues to come in at $9.74 billion, suggesting an increase of 6.6% from the year-ago quarter. Earnings per share (EPS) are projected at $2.54, indicating 4.1% growth year over year.  Image ...

Salesforce, Inc. (CRM) has made another big move in its artificial intelligence (AI) journey by agreeing to buy data management company Informatica Inc. (INFA) for around $8 billion. The deal, announced as an all-cash transaction, aims to strengthen Salesforce’s capabilities in data handling and AI integration. As Salesforce continues to position itself as a leader in enterprise AI, this deal, which is expected to close in early 2027, could play a key role.With this bold strategic step that could strengthen ...