Earnings Call
Aug 26, 2026
Q3 FY2026
EPS Estimate
3.27
EPS Actual
3.28
Post-Earnings Close
$249.29
Earnings Reaction
+21.2%
Salesforce delivered a strong third quarter with revenue of $10.26 billion, up 9% year-over-year (8% constant currency), beating consensus expectations and signaling sustained momentum in its core business alongside explosive growth in AI-driven products. The headline story, however, is not the steady core, it is the acceleration of Agentforce adoption and the emerging proof that the company's AI strategy is translating into material bookings and customer expansion rather than remaining a technology showcase. Agentforce and Data 360 combined ARR reached $1.4 billion, up 114% year-over-year, with Agentforce ARR alone at $540 million, up 330% year-over-year. More tellingly, 70% of customers in production with Agentforce grew quarter-over-quarter, and 50% of new Agentforce bookings came from existing customers expanding their investment, a consumption flywheel that validates the platform's stickiness and cross-sell potential. Current remaining performance obligation (cRPO) grew 11% to $29.4 billion, outpacing prior guidance and reflecting strong bookings momentum across the portfolio.
Report generated on Aug 25, 2026
AI-generated earnings analysis. Not investment advice.
Chief Executive Officer
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
The quarter's results reflected a combination of company-specific execution and broader sector dynamics, with management addressing several of the key debates that analysts had flagged heading into the print. Guidance commentary pointed to continued momentum in the core segments, while questions on margins and capital allocation drew more nuanced responses from the leadership team over the course of the call.
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