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Sentiment · FY2027 Q2
As of FY2027 Q1, the Tellvest earnings-call sentiment score for Salesforce, Inc. (CRM) is 9/10.
Salesforce delivered record Q1 revenue of $11.13 billion, up 13% year over year, with non-GAAP operating margins expanding 250 basis points to 34.8% as AI coding tools doubled engineering output on flat headcount. Agentforce ARR surpassed $1 billion as token processing hit 28.6 trillion (up 152% quarter over quarter), with a record 98 deals exceeding $1 million in new ACV. Management raised the FY2027 revenue guidance midpoint modestly to $46.05 billion, citing momentum in Agentforce, Data 360, and Slack, though Tableau and commerce cloud remained areas of softness. The newly launched Headless 360 strategy and Slack's 350% quarter-over-quarter AWU growth signal expansion into previously unmonetized surfaces.
Scored from Salesforce, Inc.’s FY2027 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q3 | $9.44B | +8.3% | $1.58 | +26.4% | 77.7% | 20.0% | 16.2% | $1.78B |
| FY2025 Q4 | $9.99B | +7.6% | $1.75 | +19.0% | 77.8% | 18.2% | 17.1% | $3.82B |
| FY2026 Q1 | $9.83B | +7.6% | $1.59 | +1.9% | 77.0% | 19.8% | 15.7% | $6.30B |
| FY2026 Q2 | $10.24B | +9.8% | $1.96 | +33.3% | 78.1% | 22.8% | 18.4% | $605M |
| FY2026 Q3 | $10.26B | +8.6% | $2.18 | +38.0% | 78.0% | 21.3% | 20.3% | $2.18B |
| FY2026 Q4 | $11.20B | +12.1% | $2.07 | +18.3% | 77.6% | 21.9% | 17.3% | $5.32B |
| FY2027 Q1 | $11.13B | +13.3% | $2.42 | +52.2% | 76.9% | 21.1% | 18.9% | $6.56B |
| FY2027 Q2 | $11.35B | +10.8% | $4.29 | +118.9% | 76.7% | 20.5% | 31.1% | $1.10B |