salesforce.com, inc.

salesforce.com, inc. Q4 2026 Earnings Recap

CRM Q4 2026 February 26, 2026

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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.

Earnings Per Share Beat
$3.81 vs $3.05 est.
+24.9% surprise
Revenue Beat
11201000000 vs 11191910000 est.
+0.1% surprise

Market Reaction

1-Day +4.03%
5-Day +0.63%
30-Day +1.69%

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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.
This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit CRM on AllInvestView.

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