Core Insights - Salesforce reported $11.2 billion in revenue for the quarter ended January 2026, marking a year-over-year increase of 12.1% and an EPS of $3.81 compared to $2.78 a year ago, with a revenue surprise of +0.32% over estimates [1] Financial Performance - The reported EPS of $3.81 exceeded the consensus estimate of $3.03, resulting in an EPS surprise of +25.69% [1] - Salesforce's shares have returned -18.9% over the past month, contrasting with the Zacks S&P 500 composite's -0.3% change, and the stock currently holds a Zacks Rank 2 (Buy) [3] Key Metrics - Remaining performance obligation (RPO) - Current: $35.10 billion, exceeding the six-analyst average estimate of $34.73 billion [4] - Geographic Revenue - Americas: $7.29 billion, below the $8.25 billion average estimate, with a year-over-year change of +9.4% [4] - Geographic Revenue - Asia Pacific: $1.14 billion, surpassing the $1.06 billion estimate, reflecting a +13.6% year-over-year change [4] - Geographic Revenue - Europe: $2.78 billion, significantly above the $1.86 billion estimate, with a year-over-year change of +19.2% [4] - Revenues from Subscription and Support: $10.68 billion, slightly above the $10.6 billion estimate, indicating a +13% year-over-year change [4] - Revenues from Professional Services and Other: $526 million, below the $558.69 million estimate, showing a -3% change year-over-year [4] - Revenues from Subscription and Support - Agentforce Service: $2.53 billion, slightly below the $2.58 billion estimate, with a +8.8% year-over-year change [4] - Revenues from Subscription and Support - Agentforce 360 Platform, Slack and Other: $2.66 billion, exceeding the $2.24 billion estimate, with a +38.4% year-over-year change [4]

Core Insights - Salesforce.com reported $10.26 billion in revenue for the quarter ended October 2025, marking an 8.6% year-over-year increase, with an EPS of $3.25 compared to $2.41 a year ago [1] - The reported revenue was in line with the Zacks Consensus Estimate, showing a slight surprise of -0.05%, while the EPS exceeded expectations by 14.04% [1] Financial Performance Metrics - Remaining performance obligation (RPO) - Current: $29.40 billion, exceeding the average estimate of $29.04 billion [4] - Remaining performance obligation (RPO) - Total: $59.50 billion, slightly above the estimated $59.05 billion [4] - Geographic Revenue - Americas: $6.7 billion, below the average estimate of $7.18 billion, but showing a year-over-year increase of 7.8% [4] - Geographic Revenue - Asia Pacific: $1.09 billion, surpassing the estimate of $1.02 billion, with a year-over-year growth of 9% [4] - Geographic Revenue - Europe: $2.47 billion, exceeding the average estimate of $2.05 billion, reflecting a 10.9% year-over-year increase [4] Revenue Breakdown - Revenues from Professional services and other: $533 million, below the average estimate of $541.51 million, representing a year-over-year decline of 5.7% [4] - Revenues from Subscription and support: $9.73 billion, slightly above the average estimate of $9.72 billion, with a year-over-year increase of 9.5% [4] - Revenues from Subscription and support - Agentforce Service: $2.5 billion, matching the estimate, with a year-over-year increase of 9.1% [4] - Revenues from Subscription and support - Agentforce Marketing and Agentforce Commerce: $1.36 billion, slightly below the estimate of $1.39 billion, with a year-over-year increase of 2% [4] - Revenues from Subscription and support - Agentforce 360 Platform, Slack and Other: $2.18 billion, exceeding the estimate of $2.07 billion, reflecting a year-over-year increase of 19.5% [4] - Revenues from Subscription and support - Agentforce Integration and Agentforce Analytics: $1.39 billion, below the estimate of $1.47 billion, with a year-over-year increase of 6.1% [4]