Salesforce, Inc. · CRM · Next earnings

Salesforce, Inc. reports Wednesday, Dec 2, 2026

CRM reports after market close with consensus EPS at $3.42 and revenue at $11.47B. Last quarter: Salesforce Q1 FY27: Record Revenue as BrentForce AI Crosses $1B ARR

Reports After market close73 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $3.42 Calendar consensus
Consensus revenue $11.47B Calendar consensus
Report date Dec 2, 2026 Wednesday, date estimated
Session After market close 73 days away

Where CRM left off: FY2027 Q1

Full report

Salesforce Q1 FY27: Record Revenue as BrentForce AI Crosses $1B ARR

EPS surprise +24.0% Reported $3.88 vs $3.13
Revenue surprise +0.7% Reported $11.13B vs $11.05B
Stock move -0.8% Event window
Subsequent drift -10.1% Up to 20 sessions

FY27 revenue guidance raised to $45.9-$46.2B. Management reaffirmed the FY30 revenue target of $63B and introduced a 'Rule of 50' framework targeting double-digit revenue growth combined with margin expansion. The prior quarter had also raised guidance, lifting the FY30 revenue target to $63B alongside a $50B share buyback authorization.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Softness in Commerce Cloud and Tableau bookings could weigh on overall revenue growth.
  • Higher token consumption may increase AI vendor costs and pressure operating margins.
  • Timing of on-premise renewals, including Informatica, adds revenue volatility.
  • Competitive pressure from AI platform providers including OpenAI, Anthropic, Google, and Microsoft.

Questions analysts left open

  • Sustaining CRPO acceleration after two quarters of flat performance.
  • Lag between strong agentic usage metrics and visible bookings growth.
  • Impact of Tableau and Commerce Cloud softness on overall revenue mix.
  • Monetization strategy for headless APIs and potential cannibalization.

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Recent CRM quarters

All CRM earnings
-0.8%FY2027 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

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.