🔹 Revenue: $10.20B (Est. $10.14B) 🟢; UP +10% YoY
🔹 Adj. EPS: $2.91 (Est. $2.84–$2.86) 🟢; UP +14% YoY
🔹 Added $20B to buyback program (total $50B authorized)
Q3 Guidance
🔹 Revenue: $10.24B–$10.29B (Est. $10.24B) 🟢; UP +8–9% YoY
🔹 EPS: $1.60–$1.62
🔹 Adj. EPS: $2.84–$2.86 🟢
🔹 Operating Margin: 21.2%
🔹 Adj. Operating Margin: 34.1%
FY26 Guidance
🔹 Revenue: $41.1B–$41.3B; UP +8.5–9% YoY
🔹 EPS: $6.99–$7.03
🔹 Adj. EPS: $11.33–$11.37
🔹 Operating Margin: 21.2%
🔹 Adj. Operating Margin: 34.1%
🔹 Operating Cash Flow Growth: +12–13% YoY
Other Q2 Metrics:
🔹 Adj. Operating Margin: 34.3%
🔹 Subscription & Support Rev: $9.7B; UP +11% YoY
🔹 Sales Revenue: $2.27B (Est. $2.24B) 🟢
🔹 Service Revenue: $2.46B (Est. $2.42B) 🟢
🔹 Current RPO: $29.4B; UP +11% YoY
CEO / CFO Commentary
🔸 Marc Benioff: “We delivered an outstanding quarter... remain on track for fiscal 2026 to be a record year with nearly $15B in operating cash flow.”
🔸 Robin Washington: “We exceeded all our financial targets while achieving our tenth consecutive quarter of operating margin expansion.”
