## Salesforce Q1 2026 Earnings Preview
**Key Expected Results:**
– **Revenue:** $9.75 billion (approx. 7% year-over-year growth)[1][2][3][5]
– **Adjusted EPS:** $2.55 (up 4–4.1% from last year)[1][3][5]
– **Earnings Date:** After market close, Wednesday, May 28, 2025[1][5]
## Analyst Expectations and Market Context
– Analysts broadly expect Salesforce to report moderate growth in both top and bottom line metrics, reflecting ongoing strategic shifts within the business, including a focus on AI-driven products and the significant $8 billion acquisition of Informatica[1][5].
– Management’s Q1 guidance was conservative, targeting EPS of $2.53–$2.55 and revenue between $9.71–$9.76 billion—both slightly below Street consensus at the time[5]. This cautious outlook came after a revenue miss and lowered full-year guidance in the previous quarter, intensifying scrutiny on Salesforce’s ability to stabilize growth and maintain investor confidence[5].
– The company’s current remaining performance obligation (CRPO)—a leading indicator of future revenue—is projected to grow about 10.4% year-over-year excluding currency effects, according to Bank of America.
## Strategic Focus Areas
– **AI Initiatives:** Salesforce is at an inflection point, attempting to demonstrate that new product launches like Agentforce and advancements in Data Cloud can drive meaningful revenue, especially as the company positions itself as a leader in AI-powered CRM solutions[5].
– **Informatica Acquisition:** The recent Informatica deal aims to boost Salesforce’s AI and data capabilities, a move that investors will watch closely for synergies and integration progress[1][5].
## Full-Year Guidance
– For FY26, management’s guidance stands at EPS of $11.09–$11.17 and revenue between $40.5–$40.9 billion[5]. Investors will closely follow any updates or changes to these forecasts, given heightened sensitivity after the prior quarter’s results.
## Stock Performance
– Salesforce shares have underperformed broader indices over the past year, dropping 2.9% compared to the S&P 500’s 8.7% gain, reflecting investor caution ahead of this pivotal earnings release[4].
## Summary Table: Expected Q1 2026 Results
| Metric | Expected Value | YOY Change |
|——————–|——————–|————–|
| Revenue | $9.75 billion | +6.6%–7% |
| Adjusted EPS | $2.55 | +4%–4.1% |
| CRPO Growth | ~10.4% | (FX neutral) |
## Investor Focus
– Investors and analysts will pay particular attention to:
– Progress and early impact from recent AI and data investments.
– Any updates to financial guidance for the rest of FY26.
– Comments on integration and strategic roadmap following the Informatica acquisition.
Salesforce’s Q1 2026 earnings will be a litmus test for its ability to reinvigorate growth amid industry transitions and to justify its recent strategic investments[1][5].