salesforce.com, inc. Earnings Recaps
Q2 2027
Aug 29, 2026
Shares surged 22.5% as the market rewarded significant beats in net new average order value (AOV) growth and strong customer retention, dismissing skeptics of seat growth and pricing power amidst the so-called "SaaSpocalypse."
Key takeaways
- Net new AOV growth was the strongest in four years, defying concerns of decline in customer seats.
- Customer attrition reached near its lowest level ever, underscoring solid retention trends.
- Agentforce sales, service, and Slack seats all grew year-over-year, challenging assumptions of customer churn.
- Bookings for AI-related products (A1E and A4X) more than doubled quarter-over-quarter, highlighting accelerating demand.
- Contract lengths improved across new business and renewals, indicating stronger customer commitment and pricing power.
Q4 2026
Feb 26, 2026
Salesforce delivered a strong fiscal Q4 and year-end performance, with revenue growth of 12% year-over-year in Q4 and a total of $41.5 billion in revenue for FY26, marking a significant milestone in the company's trajectory.
Key takeaways
- Fourth quarter revenue reached $11.2 billion, up 12% year-over-year, with a full-year total of $41.5 billion, growing 10% year-over-year.
- Total Remaining Performance Obligations (RPO) rose to $72 billion, a 14% increase year-over-year, reflecting strong future revenue visibility.
- The company increased share repurchase authorization to $50 billion and returned over $14 billion to shareholders, demonstrating robust cash flow management.
- Successful product initiatives, particularly around the Agentforce platform, with 29,000 deals closed in its first 15 months and significant growth in associated ARR, now exceeding $2.9 billion.
- Major enterprise wins include a $5.6 billion contract with the U.S. Army, showcasing Salesforce's expanding market presence and customer base.