{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"The Earnings Debate","title":"Salesforce, Inc. (CRM) Announced Q2 2027 Earnings on August 26, 2026, Reporting \"Q2 revenue came in at $11.35 billion\"","html":"","width":"100%","height":180,"duration":1279,"description":"Salesforce delivered record second-quarter financial results. Q2 revenue came in at \"$11.35 billion\", which was up 11% year-over-year.\nSubscription and support revenue was \"$10.82 billion\", up 12% year-over-year in nominal and 11% in constant currency.\nCurrent remaining performance obligation ended the quarter at \"$33.5 billion\", up 14% in constant currency.\nThe company achieved a Q2 non-GAAP operating margin of \"34.1%\" and a GAAP operating margin of \"20.5%\". Free cash flow for the quarter was \"$1.1 billion\", representing an increase of 81% year-over-year.\nAdditionally, the company continues its \"$25 billion accelerated share repurchase\" program, expecting to repurchase at least 14% of shares outstanding through this program thus far at an average price of \"$176 per share\".Management highlighted strong AI and product momentum, particularly with Agentforce, as \"Agentforce ARR reached $1.5 billion\". This growth was driven by Slack bot and Headless launches, alongside continued AI demand. In Q2 alone, customers drove \"3.2 billion AW use\", representing a 97% quarter-over-quarter increase in Agentic Work Units.\nAdditionally, the company announced \"Claudeforce\", a combination product developed with Anthropic that brings together Anthropic's Claude model with Salesforce's data and workflows.\nPremium Slack upgrades have tripled since the launch of Slack bot, which is driving \"8.1 million hours of annualized productivity gains\" for Salesforce's own employees.CEO Marc Benioff refuted concerns over the \"SaaSpocalypse\", stating that net new annualized contract value (AOV) growth is \"the strongest in 4 years\". He noted that seats across Agentforce, sales, service, and Slack grew year-over-year, while attrition was \"near its lowest level ever\". The company completed a multibillion-dollar agreement contract expansion with the U.S. Army Human Resources Command, which expects to drive \"up to 55 million Agentforce conversations every single month\". On the organizational front,...","thumbnail_url":"https://img.transistorcdn.com/xJuh_6koFF8CKKFzV-oIB_PzOA86GyxN802qWUMHjC4/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80ODli/Mjg2OGQ5YjVkMzU2/Yjg0NzMxNTJiZGRj/NzFjOC5qcGVn.webp","thumbnail_width":300,"thumbnail_height":300}