Salesforce — 2026Q3 財報

來自財報

Salesforce's quarter ended July 31, 2026 beat on every headline metric with cRPO growth accelerating to 14% and EPS roughly doubling, and it raised full-year revenue guidance — though most of the raise came from pending acquisitions rather than organic growth.

• “Revenue of $11.3 billion, up 11% Y/Y and in CC, including $456 million Informatica contribution”

  Revenue was $11.3 billion, up 11% year-over-year and in constant currency, with $456 million of that coming from the acquired Informatica business.

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• “Current remaining performance obligation ("cRPO") of $33.5 billion, up 14% year-over-year ("Y/Y") and in constant currency ("CC")”

  Current remaining performance obligation, the nearest-term demand gauge, reached $33.5 billion and grew 14% year-over-year, an acceleration the company headlined.

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• “GAAP diluted net income per share of $4.29, up 119% Y/Y and non-GAAP diluted net income per share of $5.90, up 103% Y/Y”

  Earnings more than doubled on both measures, with GAAP diluted EPS of $4.29 and non-GAAP diluted EPS of $5.90.

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• “Raises full year FY27 revenue guidance, now expects full year FY27 revenue of $46.1 billion to $46.4 billion, up 11% - 12% Y/Y and 11% in CC, including slightly above 3pts Informatica contribution. The $200M raise, $300 million CC, reflects $100 million of organic growth, $200 million from the pending Contentful and Fin acquisitions, and $100M FX headwind”

  The company raised full-year FY27 revenue guidance to $46.1-$46.4 billion, but the $200 million raise is mostly acquisition-driven: only $100 million is organic, offset by a $100 million FX headwind.

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• “Agentforce and Data 360 annual recurring revenue ("ARR") reached nearly $3.9 billion, up over 210% Y/Y”

  AI is the growth story management is selling: Agentforce and Data 360 ARR reached nearly $3.9 billion, up over 210% year-over-year.

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