Salesforce, Inc. · CRM · Next earnings

Salesforce, Inc. reports Wednesday, Dec 2, 2026

CRM reports after market close with consensus EPS at $3.43 and revenue at $11.46B. Last quarter: Salesforce Q2 FY2027: AI Adoption Accelerates, Guidance Raised

Reports After market close28 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.43 Calendar consensus
Consensus revenue $11.46B Calendar consensus
Report date Dec 2, 2026 Wednesday, date estimated
Session After market close 28 days away

Where CRM left off: FY2027 Q2

Full report

Salesforce Q2 FY2027: AI Adoption Accelerates, Guidance Raised

EPS surprise +80.4% Reported $5.90 vs $3.27
Revenue surprise +0.1% Reported $11.35B vs $11.33B
Stock move +22.6% Event window
Subsequent drift -5.6% Up to 20 sessions

Management raised FY27 revenue guidance by $300 million to $46.1-$46.4 billion.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • License growth could slow amid market volatility.
  • Dependence on frontier AI model updates creates integration complexity.
  • Pricing pressure and monetization challenges may affect Headless and AI offerings.
  • Competition remains strong across AI-enabled CRM and cloud providers.

Questions analysts left open

  • Timeline and strategy for rolling out Claudeforce to customers.
  • Monetization model for Headless and flexible pricing schemes.
  • Conversion rate from pilot to paid Agentforce deployments.
  • Impact of AI model performance and cost on margins.

Ask FN2 about CRM next report

Transcript, numbers and history already loaded

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the CRM recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent CRM quarters

All CRM earnings

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.