Overview

• Salesforce reported Q1 revenue of $9.83 billion, an 8 percent year-over-year increase that beat analyst forecasts and prompted a full-year guidance raise to $41.0 billion–$41.3 billion.
• The company is moving forward with its $8 billion purchase of Informatica, aiming to integrate master data management with its AI platform to close early in fiscal 2027.
• Adoption of the Agentforce AI platform continues to grow, with over 1 000 deals signed as enterprises deploy autonomous AI agents for customer service and financial services.
• Salesforce shares fell about 6 percent after the earnings release as analysts cited macroeconomic headwinds and potential challenges in merging Informatica’s operations.
• Current remaining performance obligations rose 12 percent to $29.6 billion, underscoring robust demand for Salesforce’s cloud and AI-driven solutions.