salesforce(US:CRM)2025-10-15 20:00Growth & Revenue - Salesforce expects a gradual revenue inflection in 12-18 months, committed to profitable growth[24] - The company is confident in reaccelerating growth, aiming for a return to double-digit growth[28] - FY26 revenue guidance is at the high-end of $41.1B to $41.3B[28] - The company targets over $60B in revenue for FY30, excluding Informatica, with a 10%+ CAGR from FY26-FY30[147] - Data 360 + AI ARR reached over $1.2B in Q2 FY26, showing 120% year-over-year growth[68] - Agentic AI ARR reached $440M in Q2 FY26, with a growth of +400% year-over-year[70] Profitability & Efficiency - The company is on track to nearly double operating margins in five years, reaching 34.1% by FY26E[106] - The company expects a significant free cash flow expansion, targeting $14B in FY26[130] - Diluted share count is declining by (1%) year-over-year on average since the buyback program[132] Capital Allocation - The company expects an approximately 50% step-up in repurchases in 2H'26 vs 1H'26, returning 80%+ of FCF[133]