Salesforce Inc (NYSE:CRM) reported quarterly results ahead of expectations, with revenue up low double digits year over year and non-GAAP EPS comfortably beating consensus. Excluding the contribution from Informatica, however, organic growth trends appear to be running in the single digits, underscoring the slower underlying trajectory of the core business. The headline beat does not reflect a material reacceleration. Margins expanded slightly again on continued cost discipline, free cash flow remained strong, and management modestly raised full-year guidance, reinforcing near-term visibility.
The podcast-style call leaned more toward production value and vision than detailed operational disclosure, emphasizing AI positioning and customer stories while offering less granular insight into demand trends. Management also introduced Agentforce Work Units (AWUs) as a new way to measure and monetize AI agent consumption across the platform. Conceptually, AWUs shift pricing from traditional seat-based models toward usage-based AI productivity metrics. The leadership team also announced a new $50 billion share repurchase authorization which includes prior unused allocations and will be partially financed by debt.
For more details, key highlights, and commentary, check out the high-level earnings summary.
