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Apr 30
Salesforce Q1 2026 Earnings Report
Salesforce posted strong Q1 results, exceeding guidance across all metrics and achieving record revenue.
Key Takeaways
Salesforce delivered robust Q1 FY26 results with $9.8B in revenue and $1.54B in net income, driven by strength in AI and Data Cloud adoption.
Revenue reached $9.8B, up from $9.1B the previous year
EPS came in at $1.59 GAAP and $2.58 non-GAAP
Net income was $1.54B for the quarter
Data Cloud and AI ARR surpassed $1B, included in nearly 60% of top 100 deals
Salesforce
Salesforce
Salesforce Revenue by Segment
Salesforce Revenue by Geographic Location
Revenue by Segment
Sales Revenue
CapyFin.comService Revenue
CapyFin.comPlatform and Other Revenue
CapyFin.comMarketing and Commerce Revenue
CapyFin.comIntegration and Analytics Revenue
CapyFin.comRevenue by Geographic Location
Americas Revenue
CapyFin.comEurope Revenue
CapyFin.comAsia Pacific Revenue
CapyFin.com Forward Guidance
Salesforce raised its full-year FY26 revenue guidance and expects strong Q2 growth, supported by AI demand and a favorable FX tailwind.
Positive Outlook
- Raised FY26 revenue guidance to $41.3B at the high end
- Initiated Q2 revenue guidance between $10.11B and $10.16B
- Maintains FY26 GAAP operating margin guidance at 21.6%
- Non-GAAP operating margin expected at 34%
- Forecasts operating cash flow growth of ~10% to 11% for FY26
Challenges Ahead
- Revenue growth guidance limited to 8%–9% YoY
- Non-GAAP revenue growth rate moderated to ~8%
- Continued restructuring costs impact GAAP margins
- Free cash flow growth guidance slightly lower than operating cash flow
- No immediate financial impact from Informatica acquisition until FY27
Revenue & Expenses
Visualization of income flow from segment revenue to net income