Overview

• Revenue reached $10.24 billion versus $10.14 billion expected and adjusted earnings were $2.91 per share versus $2.78 expected, with sales up 10% year over year.
• Salesforce guided fiscal Q3 revenue to $10.24–$10.29 billion, slightly below LSEG consensus, and the stock fell roughly 4%–6% in after-hours trading.
• The company raised its fiscal 2026 outlook to $41.1–$41.3 billion in revenue and $11.33–$11.37 in adjusted EPS.
• The board increased the share repurchase authorization by $20 billion to $50 billion, following $2.2 billion in Q2 buybacks and $399 million in dividends.
• Management cited rapid AI uptake with over 12,500 Agentforce deals and more than 6,000 paid, reported AI/Data Cloud ARR above $1.2 billion with about 120% growth, and noted roughly 4,000 support roles eliminated due to AI.