โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Adj. EPS: $5.90 (Est. $3.26) โ
โข Revenue: $11.3B (Est. $11.25B) โ
โข cRPO: $33.5B, +14% YoY and CC.
โข Adj. Operating Margin: 34.1%.
โข Operating Cash Flow: $1.3B, +71% YoY.
โข Free Cash Flow: $1.1B, +81% YoY.
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐
โข Q3 FY2027 Revenue: $11.42Bโ$11.50B (Est. $11.47B) ๐ก
โข Q3 FY2027 Adj. EPS: $3.42โ$3.44 (Est. $3.19) โ
โข FY2027 Revenue: $46.1Bโ$46.4B (Est. $46.02B) โ
โข FY2027 Adj. EPS: $16.67โ$16.71 (Est. $13.72) โ
โข FY2027 Adj. Operating Margin: 34.3%.
โข FY2027 Free Cash Flow Growth: ~4%โ5% YoY.
โ
๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Revenue grew 11% YoY, while Adj. EPS more than doubled and cRPO growth accelerated to 14%.
โข Agentforce and Data 360 ARR reached nearly $3.9B, up more than 210% YoY, while Agentforce ARR surpassed $1.5B, up over 240%.
โข Salesforce raised FY2027 revenue guidance by $200M, including $100M of higher organic growth and $200M from pending acquisitions, partly offset by a $100M FX headwind.
โข Agentic AI usage continues to scale rapidly, with 3.2B Agentic Work Units delivered during Q2, up 97% QoQ.
โข Management says Net New Annual Order Value growth is the strongest in four years and expects organic revenue growth to reaccelerate in the second half.
โ
๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
"We just delivered one of our best quarters ever, outperforming across every key metric. AI is delivering value across every layer of our platform."