It has taken time, but Salesforce's NYSE: CRM bottom has been reached, and the stage is set for a robust rebound. The SaaS apocalypse is not happening; Salesforce continues to gain traction, and its Q1 earnings results reveal that the virtuous cycle of AI is gaining momentum.
Veeva faces a critical Q1 earnings report after a 29% YTD share decline, with growth stabilization and AI progress in focus. VEEV's transition from Salesforce to Vault CRM and expansion of Crossix and the AI-driven Falcon platform are key strategic pivots. Guidance implies confidence: Q1 revenue $855–$858M, FY27 revenue $3.585–$3.60B, 44% margin, and strong free cash flow yield at 5.6%.
Salesforce, Inc. (CRM) Presents at Jefferies Software, Internet & AI Conference Transcript
Salesforce tops Q1 estimates as revenues rise 13% and Agentforce ARR clears $1B; outlook is raised, and a $25B accelerated buyback kicks off.
Salesforce Inc (NYSE:CRM, XETRA:FOO), the enterprise software group, delivered a comprehensive first-quarter earnings beat on Wednesday evening, with revenue and profits comfortably ahead of expectations Yet the results did little to settle the deeper debate about whether the company can survive the AI revolution it is simultaneously trying to lead. The stock was little changed in extended trading, a muted reaction that speaks to the weight of the narrative that has dragged Salesforce shares down roughly 33% in 2026, making it the worst performer in the Dow Jones Industrial Average this year.
Marc Benioff said his company's engineering headcount has "been mostly flat" over the past two years. Benioff said the company is still growing its headcount, but in the sales department.
Salesforce NYSE: CRM reported what executives described as an “outstanding” fiscal 2027 first quarter, highlighting double-digit revenue growth, margin expansion, strong cash flow and accelerating adoption of its Agentforce artificial intelligence products.
Salesforce shares lost ground Wednesday after the software giant released quarterly results that exceeded Wall Street expectations but issued guidance that disappointed investors.
Salesforce CEO Marc Benioff said the company's strategy during its stock slump is to continue delivering strong products for customers and buy back shares. He also pushed back on concerns that AI platforms like Anthropic and OpenAI are disrupting Salesforce.
Although the revenue and EPS for Salesforce (CRM) give a sense of how its business performed in the quarter ended April 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Salesforce (CRM) came out with quarterly earnings of $3.88 per share, beating the Zacks Consensus Estimate of $3.12 per share. This compares to earnings of $2.58 per share a year ago.
Salesforce reported $1.2B in Agentforce ARR, up 205% year-over-year—the number that confirms AI is creating revenue, not destroying it. cRPO grew 14% year-over-year, matching guidance and keeping the H2 organic reacceleration thesis intact. The stock is down 3–4% after hours, suggesting the market is skeptical but no longer panicking.