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Salesforce reported better-than-expected first quarter results and raised its outlook. The company said its AI and data annual recurring revenue in the quarter was $3.4 billion.
The company reported first quarter earnings of $2.42 a share on revenue of $11.1 billion, up 13% from a year ago. Non-GAAP earnings for the quarter were $3.88 a share.
Wall Street was expecting Salesforce to report first quarter non-GAAP earnings of $3.13 a share on revenue of $11.06 billion.
CEO Marc Benioff said, “agentic AI is the biggest growth opportunity for our customers and for Salesforce.” He added that Salesforce delivered 3.8 billion Agentic Work Units, a metric the company introduced last quarter. See: Salesforce’s Agentic Work Unit: What you need to know
As for the outlook, Robin Washington, President and Chief Financial and Operating Officer at Salesforce, said the company expects organic revenue acceleration in the second half of fiscal 2027. Salesforce is projecting second quarter revenue of $11.27 billion to $11.35 billion, up 10% to 11%, with non-GAAP earnings of $3.25 a share to $3.27 a share. For fiscal 2027, Salesforce projected revenue of $45.9 billion to $46.2 billion with non-GAAP earnings of $14.06 a share to $14.12 a share..
That guidance was ahead of Wall Street estimates.
By the numbers:
On a conference call, Benioff said:
Larry Dignan is Editor in Chief of Constellation Insights at Constellation Research, where he leads editorial coverage focused on enterprise technology, digital transformation, and emerging trends shaping the future of business. He oversees research-driven news, analysis, interviews, and event coverage designed to help technology buyers and vendors navigate complex markets with clarity and context. …
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