Summary
Salesforce, Inc. reported robust financial performance for fiscal year 2026, with total revenues reaching $41.5 billion, a 10% increase year-over-year. This growth was primarily driven by a 10% rise in subscription and support revenues, reaching $39.4 billion, reflecting strong customer adoption of its "Agentforce" enabled products and services. The company's strategic acquisition of Informatica in November 2025 for approximately $9.6 billion is expected to further bolster its AI and data management capabilities, contributing $399 million to revenue in its first partial year. Operating income increased to $8.3 billion, with an operating margin of 20%, up from 19% in the prior year, showcasing improved operational efficiency. Diluted net income per share was $7.80, a notable increase from $6.36 in fiscal 2025. The company also generated strong cash flow from operations, totaling $15.0 billion, and maintained a healthy cash position of $9.6 billion as of January 31, 2026. Salesforce continued its commitment to returning capital to shareholders, repurchasing $12.7 billion of its common stock and paying approximately $1.6 billion in dividends.
Key Highlights
- 1Total revenues grew 10% year-over-year to $41.5 billion in fiscal 2026.
- 2Subscription and support revenues increased by 10% to $39.4 billion, comprising 95% of total revenue.
- 3Operating income rose to $8.3 billion, with an operating margin of 20%, an improvement from 19% in the prior year.
- 4Diluted net income per share was $7.80, up from $6.36 in fiscal 2025.
- 5Cash provided by operations increased by 15% to $15.0 billion.
- 6The company completed the acquisition of Informatica for approximately $9.6 billion in November 2025.
- 7Total remaining performance obligation increased 14% year-over-year to $72.4 billion.