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Salesforce (CRM) guidance and outlook
Salesforce's 10-Q filed Aug 27, 2026 makes 19 forward-looking statements, 1 of them new and 0 no longer said since the filing before.
Guidance and outlook
Forward-looking statements, 10-Q filed Aug 27, 2026
- We continue to invest for growth, including investing in generative and agentic AI across all products, which we believe will change how our customers help their customers, and continuously look to expand our leadership role in the cloud computing industry.
- We expect to continue to experience improvements in our operating expenses as a percentage of revenue, which could include various restructuring initiatives or measured hiring initiatives to drive operational efficiencies.
- Additionally, we manage the total balanced product portfolio to deliver solutions to our customers and, as a result, the revenue result for each offering is not necessarily indicative of the results to be expected for any subsequent quarter.
- Our current remaining performance obligation represents future revenue under contract that is expected to be recognized as revenue in the next 12 months.
- We intend to continue to invest additional resources in our AI, agentic and cloud services to allow us to scale with our customers and continue to evolve our security measures.
- We expect that research and development expenses will likely remain consistent as a percentage of revenue over time as we continue investing in new and existing technologies, including AI, agents, Data Cloud offerings, and the integration of
- We plan to reinvest savings from efficiencies realized from the rapid deployment of generative AI technologies to accelerate our product roadmap.
- We expect that sales and marketing expenses may decrease as a percentage of revenues over time as we continue to focus on leveraging our self-serve and partner-led channels and increasing our sales productivity, which includes the use of AI and agents.
- We expect that general and administrative expenses may decrease as a percentage of revenues over time as we continue to invest in process efficiency initiatives, which includes the use of AI and agents.
- We do not expect to incur significant additional charges in connection with our restructuring initiatives in the near term.
- We expect this debt offering to cause interest expense to increase as compared to prior year throughout fiscal 2027.
- As our business continues to grow, and assuming our expenses remain in line with or less than our revenue growth, we expect to continue to see growth in net cash provided by operating activities.
Salesforce's latest quarter
Salesforce, Q2 FY27: revenue $11.3B (+11% year over year), operating margin 20.5%, net earnings $3.5B, operating cash flow $1.3B. The chart follows the revenue to costs, profit and cash.
Questions
What does Salesforce expect?
We expect to continue to make additional investments in enterprise cloud computing services to allow us to scale with our customers and continue to evolve our security measures. The acquisition is expected to close in the third quarter of the Company’s fiscal year 2027, subject to customary closing conditions, including the receipt of required regulatory approvals. As of July 31, 2026, we expect approximately $170 million to $190 million in future cash payments related to our restructuring initiatives, primarily related to workforce costs, such as severance payments.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.