NYSE$CRM
Salesforce Inc · Q2 2026 earnings
Q2 2026 earnings · · After market close · Investor relations
Briefing
Salesforce reported Q2 FY2026 revenue of $10.24B with net income of $1.89B and diluted EPS of $1.98.
Total revenue rose 10% year over year to $10.24B as subscription and support revenue grew on Agentforce and Data Cloud adoption. Net income was $1.89B versus $1.43B a year ago; diluted EPS was $1.98. Operating cash flow remained strong as the company expanded AI CRM offerings and announced the proposed Informatica acquisition.
- Q2 revenue $10.24B (+10% YoY); net income $1.89B.
- Diluted EPS $1.98 on subscription momentum.
- Agentforce and Data Cloud adoption cited by management.
- Proposed Informatica deal expands data foundation strategy.
- Share repurchase program continued in the quarter.
Headline financials
Revenue & EPS history
Salesforce · Revenue · Quarterly
$10.2B
Revenue by segment
Salesforce · $6.9B total across 4 segments · Q3 2024
- Agentforce Service$2.07B+11.7%30.1%
- Agentforce Sales$1.91B+11.0%27.6%
- Agentforce 360 Platform$1.69B+11.4%24.4%
- Agentforce Marketing & Commerce$1.23B+8.9%17.8%
Forward guidance
Software and security vendors emphasize ARR growth, cloud consumption, and operating margin expansion.
Tailwinds
- AI product attach and platform consolidation wins.
- Billings and deferred revenue growth.
- Non-GAAP margin improvement and free cash flow.
Headwinds
- Enterprise budget scrutiny elongates deal cycles.
- Competitive pricing in security and collaboration.
- Stock-based compensation and integration costs.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q2 2026
+0.9%
Avg return
Earnings day
+1.1%
Avg return
5 days after
-0.5%
Avg return
30 days after
52%
38 / 73 earnings
Positive
+30.6%
Q2 2021
Best reaction
-19.2%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | +1.2% | +14.9% | — | |
| Q4 2026 | +5.0% | +2.2% | -6.5% | |
| Q3 2026 | -1.7% | +9.3% | +6.2% | |
| Q2 2026 | -0.5% | -1.7% | -6.3% | |
| Q1 2026 | -2.8% | -4.2% | -0.9% | |
| Q4 2025 | -4.0% | -6.5% | -12.2% | |
| Q3 2025 | +11.1% | +9.4% | -0.1% | |
| Q2 2025 | -2.7% | -4.3% | +4.7% | |
| Q1 2025 | -19.2% | -12.3% | -4.7% | |
| Q4 2024 | +3.1% | +5.1% | +0.6% | |
| Q3 2024 | +12.0% | +11.4% | +17.0% | |
| Q2 2024 | +4.5% | +4.5% | -4.3% | |
| Q1 2024 | -2.7% | -4.1% | -3.5% | |
| Q4 2023 | +14.0% | +12.3% | +22.1% | |
| Q3 2023 | -3.1% | -11.7% | -12.6% | |
| Q2 2023 | -1.2% | -9.0% | -16.5% | |
| Q1 2023 | +6.6% | +12.0% | -0.0% | |
| Q4 2022 | -0.1% | -3.6% | +0.9% | |
| Q3 2022 | -15.2% | -12.9% | -14.0% | |
| Q2 2022 | +3.1% | +2.0% | +10.0% | |
| Q1 2022 | +3.7% | +2.8% | +5.3% | |
| Q4 2021 | -10.0% | -11.2% | -13.0% | |
| Q3 2021 | -10.2% | -8.1% | -9.5% | |
| Q2 2021 | +30.6% | +30.0% | +14.0% | |
| Q1 2021 | -1.0% | -1.3% | +3.7% | |
| Q4 2020 | -3.8% | -8.4% | -16.8% | |
| Q3 2020 | -2.8% | -1.9% | +3.7% | |
| Q2 2020 | +2.8% | +4.2% | +5.3% | |
| Q1 2020 | +9.2% | +11.1% | +7.2% | |
| Q4 2019 | -4.6% | -5.8% | -1.2% | |
| Q3 2019 | +11.3% | +12.9% | +7.0% | |
| Q2 2019 | -0.6% | -0.2% | +3.9% | |
| Q1 2019 | +1.0% | +2.0% | +5.6% | |
| Q4 2018 | +2.5% | +5.2% | -0.1% | |
| Q3 2018 | -0.5% | -0.2% | -3.5% | |
| Q2 2018 | +1.4% | +2.6% | +3.4% | |
| Q1 2018 | -0.5% | +0.7% | -2.1% | |
| Q4 2017 | +2.8% | +0.8% | +1.3% | |
| Q3 2017 | +6.1% | +3.1% | -4.7% | |
| Q2 2017 | -4.9% | -5.9% | -10.6% | |
| Q1 2017 | +5.6% | — | — | |
| Q4 2016 | +10.4% | — | — | |
| Q3 2016 | +4.4% | — | — | |
| Q2 2016 | -4.0% | — | — | |
| Q1 2016 | +2.0% | — | — | |
| Q4 2015 | +13.4% | — | — | |
| Q3 2015 | -6.7% | — | — | |
| Q2 2015 | +8.0% | — | — | |
| Q1 2015 | -5.7% | — | — | |
| Q4 2014 | -2.1% | — | — | |
| Q3 2014 | -8.0% | — | — | |
| Q2 2014 | +14.8% | — | — | |
| Q1 2014 | -5.5% | — | — | |
| Q4 2013 | +9.0% | — | — | |
| Q3 2013 | +7.8% | — | — | |
| Q2 2013 | -0.1% | — | — | |
| Q1 2013 | +0.4% | — | — | |
| Q4 2012 | +12.1% | — | — | |
| Q3 2012 | -13.9% | — | — | |
| Q2 2012 | -12.1% | — | — | |
| Q1 2012 | +0.3% | — | — | |
| Q4 2011 | +6.4% | — | — | |
| Q3 2011 | +2.3% | — | — | |
| Q2 2011 | -2.0% | — | — | |
| Q1 2010 | -2.4% | — | — | |
| Q1 2011 | -2.4% | — | — | |
| Q4 2008 | +0.7% | — | — | |
| Q4 2010 | +0.7% | — | — | |
| Q3 2009 | -3.4% | — | — | |
| Q3 2010 | -3.4% | — | — | |
| Q4 2009 | +0.2% | — | — | |
| Q2 2010 | +0.2% | — | — | |
| Q2 2009 | +0.2% | — | — |
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