Salesforce Non-GAAP EPS of $3.25 beats by $0.39, revenue of $10.26B in-line

Q4 FY26 Guidance

GAAP

Non-GAAP⁽¹⁾

Revenue

$11.13 – $11.23 billion vs consensus of $10.90B

Revenue growth⁽²⁾

11% – 12%

10% – 11% CC, $150M Y/Y FX

Includes approximately 3pts Informatica contribution

Diluted net income per share

$1.47 – $1.49

$3.02 – $3.04 vs consensus of $3.04

Current remaining performance obligation growth⁽³⁾

Approximately 15%

Approximately 13% CC, $500M Y/Y FX

Includes approximately 4pts Informatica contribution

Full Year FY26 Guidance

GAAP

Non-GAAP⁽¹⁾

Revenue

$41.45 – $41.55 billion vs consensus of $41.25B

Revenue growth⁽²⁾

9% – 10%

Approximately 9% CC, $275M Y/Y FX

Includes approximately 80bps Informatica contribution

Subscription & support revenue growth⁽⁴⁾

Slightly above 10%

Slightly below 10% CC

Includes approximately 80bps Informatica contribution

Operating margin

20.3%

34.1%

Diluted net income per share

$7.22 – $7.24

$11.75 – $11.77 vs consensus of $11.38

Operating cash flow growth

Approximately 13% – 14%

Free cash flow growth

Approximately 13% – 14%