
"Salesforce ( NYSE: CRM) is set to report Q2 FY2026 earnings after the close. With Agentforce adoption spreading and Data Cloud crossing the $1B ARR mark last quarter, the company has established itself as a key AI platform player. But growth remains the wildcard and investors want to see signs that repeat usage and expansion deals are following the initial surge in AI enthusiasm."
"Agentforce MonetizationWith over 4,000 paid Agentforce customers, management emphasized adoption momentum and high-value use cases. Investors want to see whether pilot programs are converting to production workloads with sustainable refill rates. Data Cloud ExpansionData Cloud now exceeds $1B in ARR, growing over 120% YoY. More than half of the top 100 deals last quarter included Data Cloud and AI. This quarter will test whether that growth is accelerating or normalizing."
Salesforce projects Q2 FY2026 EPS of $2.76–$2.82 and revenue near $10.14B, implying mid-single-digit growth. Agentforce has over 4,000 paid customers and management is focused on converting pilots into production workloads with repeat usage and sustainable refill rates. Data Cloud surpassed $1B in ARR and grew over 120% year-over-year, appearing in more than half of the top 100 deals last quarter. Management announced cost reductions, including replacing 4,000 customer service roles with AI agents. The pending Informatica acquisition and its timing and margin accretion remain key investor considerations.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]