Salesforce Beats Q1 Earnings but Disappoints on Full-Year Guidance
Salesforce reported fiscal Q1 2027 earnings above estimates, with adjusted EPS of $3.88 and revenue of $11.13 billion (13% YoY growth). However, full-year revenue guidance of $45.9-$46.2 billion fell slightly below the $46.12 billion consensus, and remaining performance obligations missed expectations. Agentforce AI revenue surged 205% to $1.2 billion. Shares have dropped 33% in 2026 amid AI disruption fears, though they rose 8.47% after the report.
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Salesforce Beats Q1 Earnings and Revenue Estimates, Guides Slightly Below Expectations
Salesforce, Inc. (CRM) reported fiscal Q1 2027 results that beat analyst estimates for both earnings and revenue. Adjusted EPS came in at $3.88, while revenue reached $11.13 billion, representing 13% year-over-year growth. Net income rose to $2.11 billion from $1.54 billion a year earlier. However, the company's remaining performance obligation of $67.9 billion missed the consensus estimate of $68.61 billion. Full-year revenue guidance of $45.9 billion to $46.2 billion was slightly below expectations, though adjusted EPS guidance of $14.06 to $14.12 was provided. Chief Operating and Financial Officer Robin Washington cited continuing challenges in marketing and commerce, as well as worsening performance in Tableau bookings and renewals. Informatica contributed to license revenue volatility. Notably, Salesforce's Agentforce annualized revenue reached $1.2 billion, up 205% year over year, surpassing $1 billion for the first time. The stock rose 8.47% following the announcement.
Yahoo FinanceSalesforce Beats Q1 Earnings and Revenue Estimates, Guides Slightly Below Expectations
Salesforce, Inc. (CRM) reported Q1 fiscal 2027 results that beat analyst estimates for both earnings and revenue. The company posted adjusted EPS of $3.88 and revenue of $11.13 billion, a 13% year-over-year increase. Net income rose to $2.11 billion from $1.54 billion. However, the remaining performance obligation of $67.9 billion missed the $68.61 billion consensus, and full-year revenue guidance of $45.9-$46.2 billion came in slightly below expectations. CFO Robin Washington cited continuing challenges in marketing and commerce, as well as worsening performance in Tableau bookings and renewals. On a positive note, Salesforce's Agentforce annualized revenue reached $1.2 billion, up 205% year over year, surpassing $1 billion for the first time. The article also promotes a report on undervalued AI stocks.
Yahoo FinanceSalesforce Raises Full-Year Revenue Guidance as Agentforce ARR Reaches $1.2 Billion
Salesforce reported fiscal Q1 2027 revenue of $11.1 billion, up 13% year-over-year, and raised its full-year FY27 revenue guidance to $45.9-$46.2 billion. The company highlighted that its Agentforce annual recurring revenue (ARR) reached $1.2 billion, a 205% increase year-over-year, driven by agentic AI adoption. Non-GAAP diluted EPS was $3.88, up 50% YoY, and GAAP diluted EPS was $2.42, up 52%. The Q1 revenue included a $444 million contribution from Informatica, acquired in November 2025. Salesforce also reported 3.8 billion Agentic Work Units delivered and over 28.6 trillion tokens processed. Despite beating earnings estimates, shares fell about 3% in early post-market trading as Q2 revenue guidance of $11.27-$11.35 billion slightly missed consensus. The company returned $27.5 billion to shareholders in Q1, including a $25 billion accelerated share repurchase program.
Yahoo FinanceSalesforce Q1 FY2027 Earnings Beat Estimates but Guidance Disappoints
Salesforce reported strong Q1 FY2027 results, with record revenue of $11.1 billion (up 13% YoY) and adjusted EPS of $3.88, beating analyst expectations of $3.12. Net income rose to $2.11 billion from $1.54 billion a year ago. However, full-year revenue guidance of $45.9-$46.2 billion fell slightly below the $46.12 billion consensus, causing muted after-hours trading. The company cited drags from softness in marketing and commerce, deteriorating Tableau bookings, and license revenue swings from the Informatica deal. On the positive side, AI platform Agentforce achieved $1.2 billion in annualized revenue (up 205% YoY), and combined Agentforce/Data 360 ARR reached nearly $3.4 billion. Remaining performance obligation of $67.9 billion missed analyst expectations of $68.61 billion.
Yahoo FinanceSalesforce Stock Slips as Earnings Top Estimates but Outlook Disappoints
Salesforce shares fell in after-hours trading on May 27, 2026, after the company reported fiscal first-quarter earnings that exceeded Wall Street estimates but issued a second-quarter revenue outlook below analyst expectations. The software giant posted adjusted earnings per share of $3.88 and revenue of $11.13 billion, a 13% year-over-year increase. However, its Q2 revenue forecast of $11.27-$11.35 billion signaled a growth slowdown. The stock has lost 33% of its value since the start of 2026, making it the worst performer in the Dow Jones Industrial Average, amid investor fears that AI could disrupt software businesses. CEO Marc Benioff countered that 'Agentic AI is the biggest growth opportunity for our customers, and for Salesforce.'
Yahoo FinanceSalesforce Beats Q1 Earnings Estimates but Full-Year Guidance Falls Short
Salesforce reported stronger-than-expected quarterly results for the period ending April 30, 2026, with adjusted earnings per share of $3.88 (beating the $3.12 consensus) and revenue of $11.13 billion (above the $11.05 billion estimate), representing 13% year-over-year growth. Net income rose to $2.11 billion from $1.54 billion a year earlier. However, the cloud software vendor issued full-year revenue guidance of $45.9-$46.2 billion, with the midpoint of $46.05 billion slightly below the $46.12 billion analyst consensus. The company's remaining performance obligation (revenue backlog) stood at $67.9 billion, missing the $68.61 billion StreetAccount estimate. Agentforce AI tools achieved $1.2 billion in annualized revenue, up 205% year-over-year and crossing the $1 billion mark for the first time. Despite the earnings beat, Salesforce shares have fallen 33% in 2026 due to investor concerns that AI models will disrupt traditional software products. The company also completed acquisitions of Informatica, Cimulate, and Momentum during the quarter.
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