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Salesforce Boosts FY26 Revenue Guidance After Strong Q1 and Announces $8 Billion Informatica Deal

The upgraded forecast follows a quarterly beat that underscores its expanding AI-driven platform bolstered by the pending Informatica acquisition.

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Overview

  • Salesforce reported Q1 revenue of $9.83 billion, an 8% year-over-year increase that topped analyst expectations.
  • Adjusted net income rose to $2.5 billion, or $2.58 per share, prompting an increase in FY26 adjusted EPS guidance to $11.27–$11.33.
  • The company lifted its full-year 2026 revenue forecast to a range of $41–$41.3 billion, up from its prior $40.5–$40.9 billion projection.
  • Shares jumped nearly 4% in after-hours trading following the earnings release, offsetting a roughly 17% year-to-date decline.
  • The $8 billion acquisition of AI-focused data management firm Informatica is set to close early in fiscal 2027 to bolster enterprise data integration capabilities.