Salesforce, Inc. (CRM) Earnings Call Transcripts

Salesforce, Inc.'s Latest Earnings Call - September 1, 2026

In the Q2 FY '27 earnings call for Salesforce, Inc. (CRM:US), management reported strong momentum in AI product adoption, with a notable 200% increase in Agentforce ARR to $1.5 billion. Revenue for the quarter reached $8.5 billion, exceeding expectations, while earnings per share (EPS) came in at $1.25, beating estimates by $0.15. Management maintained a positive outlook, highlighting the expansion of AI solutions and a shift towards outcome-based pricing models, which could enhance customer value realization and drive future growth.

Reported metrics

Guidance from management

Management maintained a positive outlook, emphasizing continued growth in AI adoption and the expansion of outcome-based pricing models. They expect to drive further customer value realization in the upcoming quarters.

What management said

I was with the customer just recently and they said their spending is up 30%. And when they actually did the math, their productivity was up by about 3%. And so there's just a fundamental mismatch today between what is going on in the spending environment and then the value realization environment. Our mission is to change that. It's to be easier to be more simple, to be more valuable for every customer. So you're no...

And then just the last thing that has been eye-opening for me personally is users. What this model is providing, especially with headless is it's actually giving us access to more users internally of people who want to take advantage and consume the application. And it may not be the full Salesforce application. It may be a headless application that they're engaging with and consuming. And so it's actually expanding ...

What analysts pressed on

Analysts expressed concerns about the clarity of the new pricing models and how they will impact customer adoption. There were questions regarding the effectiveness of the outcome-based pricing strategy and its acceptance among customers.

Main topics on the call

• AI Product Adoption — Salesforce reported that over 10,000 customers are utilizing their AI products, with a 200% increase in Agentforce ARR to $1.5 billion. Management noted, "we're seeing significant momentum as we're having more success of...
• Outcome-Based Pricing Model — Management introduced an outcome-based pricing model, stating, "if they don't resolve the issue, you don't pay for the offering." This model aims to enhance predictability and value realization for customers.
• Revenue Growth — Salesforce reported Q2 FY '27 revenue of $8.5 billion, surpassing expectations. This reflects a strong demand for their AI and cloud solutions, with management emphasizing the importance of customer value.
• AI Monetization Strategy — The company is focusing on monetizing AI through flexible pricing structures, including flex credits and bundles. Bill Patterson stated, "we're seeing a lot of momentum in our consumer goods market right now with our CG ...

Read the full Salesforce, Inc. transcript (September 1, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 294 Salesforce, Inc. earnings call transcripts on record, spanning January 8, 2020 to September 1, 2026. Based on this history, Salesforce, Inc. reports quarterly. The most recent call on file is dated September 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

CRM

Exchange

NYSE

Country

US

Sector

Information Technology

Industry

Software

Calls on record

294

First call

January 8, 2020

Most recent

September 1, 2026

Reporting cadence

quarterly