Salesforce CRM Q1 2026 Earnings
- Shares of Salesforce experienced volatility Wednesday after the company reported better-than-expected fiscal first-quarter results and issued strong guidance.
- The sales and customer service software maker posted revenue of $9.83 billion, exceeding the consensus estimate of $9.75 billion.
- Net income remained relatively flat at $1.54 billion, or $1.59 per share, compared to $1.53 billion,or $1.56 per share,a year prior.
Salesforce (CRM) surged after a stellar Q1, with revenue exceeding expectations, reaching $9.83 billion,and adjusted earnings per share hitting $2.58. The tech giant’s acquisition of Informatica for $8 billion signals a firm push into AI capabilities, as Salesforce aims to leverage clean data for advanced applications. This strategic move, following workforce reductions and the introduction of dividends, positions Salesforce to strengthen its position in the CRM market. Analysts are optimistic, and News Directory 3 has the latest details on the deal. Discover what’s next for the company as it integrates Informatica and refines its AI offerings.
Salesforce Revenue Beats Estimates; Informatica Acquisition Planned
Updated May 28, 2025
Shares of Salesforce experienced volatility Wednesday after the company reported better-than-expected fiscal first-quarter results and issued strong guidance. The company’s plan to acquire Informatica is also driving investor interest.
The sales and customer service software maker posted revenue of $9.83 billion, exceeding the consensus estimate of $9.75 billion. Adjusted earnings per share came in at $2.58, also above the expected $2.54. Salesforce revenue increased 7.6% compared to the same quarter last year.
Net income remained relatively flat at $1.54 billion, or $1.59 per share, compared to $1.53 billion,or $1.56 per share,a year prior. The first quarter ended April 30.
Salesforce’s proposed acquisition of Informatica, a data management company, for $8 billion, marks a significant move. CEO Marc Benioff expressed enthusiasm about the deal,which would be Salesforce’s largest since acquiring Slack for $27.1 billion in 2021.
The Informatica acquisition aims to bolster Salesforce’s capabilities in artificial intelligence. Benioff emphasized the importance of clean data for deploying AI agents, highlighting Informatica’s role in this process.
To improve efficiency, Salesforce previously cut 10% of its workforce and disbanded its mergers and acquisitions committee. The company also initiated dividend payments to shareholders.
Analysts view the Informatica deal favorably. Stifel analysts, led by J. Parker Lane, noted that Salesforce is paying a reasonable price for Informatica and that the deal should be easily accepted by investors.
During the first quarter, Salesforce launched AgentExchange, a marketplace for AI agents. Internal use of Agentforce agents has already led to the reassignment of 500 customer support workers, resulting in $50 million in savings, according to Robin washington, president and chief operating and financial officer.
For the fiscal second quarter, Salesforce projects adjusted earnings per share of $2.76 to $2.78 on revenue between $10.11 billion and $10.16 billion. The company raised its full-year forecast to $11.27 to $11.33 in adjusted earnings per share and $41.0 billion to $41.3 billion in revenue, representing 8% to 9% revenue growth.
Washington anticipates continued growth in subscription and support revenue, driven by Agentforce. However, she also expects weakness in marketing and commerce software revenue and slower growth from clients with expiring contracts.
What’s next
Looking ahead, Salesforce aims to integrate Informatica’s data management tools to enhance its AI offerings and expand its market reach. The company’s focus remains on driving revenue growth and improving efficiency through strategic acquisitions and internal innovations.