Salesforce Raises Full-Year Revenue Guidance, Announces $25 Billion Accelerated Share Repurchase
Salesforce reported its first $11.1 billion quarter, with fiscal first-quarter revenue up 13% from a year earlier, and said it is raising full-year revenue guidance to $45.9 billion to $46.2 billion. The company also announced a $25 billion accelerated share repurchase and generated $6.7 billion of operating cash flow.
Salesforce said Agentforce processed 28.6 trillion tokens in the quarter, up 152% from the prior quarter, and converted them into 3.8 billion agentic work units. Its fiscal second-quarter revenue forecast of $11.27 billion to $11.35 billion was slightly below analysts' estimates, even as adjusted earnings per share rose 50% and remaining performance obligations increased 11%.
From the sources (19 posts)
@alphasenseinc$CRM Earnings: - Current remaining performance obligation of $33.6 billion, up 14% year-over-year ("Y/Y") and 13% in constant currency ("CC") - Remaining performance obligation of $67.9 billion, up 11% Y/Y - First quarter subscription & su
@ftr_investors𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗤𝟭 𝗙𝗬𝟮𝟳 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $CRM Revenue: $11.13B vs $11.06B est. ✅ EPS: $3.88 vs $3.13 est. ✅ 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝗙𝗬𝟮𝟳 Revenue: $11.27B-$11.35 vs $11.36B est. ❌ EPS: $3.25-$3.27 vs $3.25 est. ✅ 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗙𝘂𝗹𝗹 𝗬𝗲𝗮𝗿 𝗙𝗬𝟮𝟳 Revenue: $45.9B-$46.2Bvs $4
@benioff🍹Saasparillas flowing, saaspocalypse in full swing 😂 We’re getting sassy with unstoppable momentum. Salesforce just dropped an absolute monster Q1: 📈 Record revenue: $11.13B (+13% YoY) 💰 Operating cash flow: $6.7B 🤖 Agentforce ARR just cros
@benioff🍹Saasparillas flowing, saaspocalypse in full swing 😂 We’re getting sassy with unstoppable momentum. Salesforce just dropped an absolute monster Q1: 📈 Record revenue: $11.13B (+13% YoY) 💰 Operating cash flow: $6.7B 🤖 Agentforce ARR just cros
@stocksavvyshay$CRM Q1 EARNINGS • Revenue $11.13B vs Est. $11.05B • EPS $3.88 vs Est. $3.12 • CRPO $33.6B vs. Est, $33.7B • Billings $7.18B vs. Est. $7.33B FY27 Guidance • Revenue $46.05B vs Est. $46.11B • EPS $14.09 vs Est. $13.22 Announces $25B accel
@thetranscript_Salesforce CEO: "This was an outstanding quarter for Salesforce — record revenue, record deals, and cash flow" $CRM: -3% AH
@fiscal_aiWow... Salesforce spent $27 billion on buybacks in Q1. $CRM
@techmemeSalesforce reports Q1 revenue up 13% YoY to $11.13B, vs. $11.05B est., Agentforce annual recurring revenue up 205% to $1.2B, and forecasts Q2 revenue below est. (@jordannovet / CNBC) (Visit Techmeme dot com for the link and full context!)
@zerohedge*SALESFORCE SEES 2Q REV. $11.27B TO $11.35B, EST. $11.36B
@businessSalesforce gave a revenue outlook for the current period that just fell short of analysts’ estimates, unnerving investors already concerned about the possibility that artificial intelligence will disrupt the software business.
@edzitron$83m a month for agentforce! wow! years into it and this is all you've got!
@alphasenseinc$CRM CEO Marc Benioff says they have delivered more than 4 million autonomous service transactions. They qualified huge numbers of leads autonomously, something they have never been able to do before. Agentforce now replaces the https://t.c
@benioffOur first $11.1 B quarter! And $6.7B operating cash flow, raised revenue guidance $45.9-$46.2B, 34.3% operating margin, & processed 28.6 trillion tokens — up 152% QOQ — & converted them into 3.8 billion Agentic Work Units — learn more on
@benioffRT @WSJbusiness: Salesforce First-Quarter Sales, Profit Rise Amid Agentforce Efforts
@benioffRT @Benioff: In Salesforce’s first quarter Agentforce processed 28.6 trillion tokens — up 152% QOQ — & converted them into 3.8 billion Agen…
@benioffRT @Benioff: Our first $11.1 B quarter! And $6.7B operating cash flow, raised revenue guidance $45.9-$46.2B, 34.3% operating margin, & pr…
@benioffRT @Benioff: Our first $11.1 B quarter - we have always loved the 1-1-1 model. It’s a sign? $6.7B operating cash flow, raised revenue guid…
@benioffRT @WOLF_Financial: SALESFORCE $CRM JUST REPORTED Q1 EARNINGS AND ANNOUNCED A $25 BILLION ACCELERATED SHARE REPURCHASE - Revenue: $11.10B…
@benioffRT @fiscal_ai: Salesforce Q1 Results Revenue: +13% (Beat) Adj. EPS: +50% (Beat) Remaining Performance Obligations: +11% Repurchased $27B o…