News & Deep Analysis
CRM

Salesforce Raises FY27 Revenue Guidance

Published: February 25, 2026
Salesforce, Inc.

Direct News

  • Salesforce, Inc. (CRM) raised its FY27 revenue guidance on Feb 25, 2026.
  • Management updated FY30 targets to reflect the completed Informatica acquisition and expanded Data 360 connectivity.
  • Company profile: Salesforce, Inc. — NYSE: CRM; shares outstanding ~923 million as of Feb 25, 2026.

Historical Context

The FY27 guidance raise and FY30 target update follow a string of 2025 strategic steps. On Dec. 3, 2025 Salesforce reported Q3 FY2026 results showing strong revenue and profit growth and raised full‑year guidance. That same date Salesforce completed the acquisition of Informatica; management has cited the deal as a step to extend Data 360 connectivity and accelerate enterprise data strategies. Recent quarterly results through Oct. 31, 2025 (9M FY2026) showed total revenue of $30,324 million (+8.7% YoY), strong subscription revenue contribution, and active capital returns including $3,847 million of share repurchases and a $400 million dividend declared in Q3 FY2026.

Why the guidance change matters

Salesforce's decision to raise FY27 revenue guidance signals management confidence in near-term demand and the revenue contribution from its expanded data and integration capabilities. The FY30 target update — tied to the Informatica acquisition completed in December 2025 — underscores management's view that deeper enterprise data connectivity (Data 360 plus Informatica) and the Agentforce AI layer will accelerate cross-sell and upsell opportunities across Sales Cloud, Service Cloud, Marketing Cloud, MuleSoft and Tableau.

Financial context: recent performance and balance sheet

Through the nine months ended October 31, 2025 Salesforce reported total revenues of $30,324 million, up 8.7% year‑over‑year, driven by subscription and support revenue of $28,713 million (94.7% of total). Q3 FY2026 (three months ended Oct. 31, 2025) showed total revenues of $10,259 million (+8.6% YoY) and subscription revenue of $9,726 million (+9.5% YoY). Profitability for the nine months included gross profit of $23,562 million and operating income of $4,313 million, with diluted EPS of $3.55. The balance sheet remained strong as of Oct. 31, 2025, with cash and cash equivalents of $8,978 million, total current assets of $21,063 million and total stockholders' equity of $61,328 million, giving a current ratio of roughly 2.8x. Management continued active capital returns in Q3 FY2026, repurchasing $3,847 million of stock and declaring $400 million in dividends.

Strategic drivers: Agentforce, Data 360 and Informatica

Salesforce's long-term strategy centers on Agentforce (AI agents) and Data 360 (hyperscale data engine). The Informatica acquisition was highlighted in management's FY30 target update to expand data connectivity beyond native integrations, enabling AI agents to access broader enterprise datasets. This combination aims to deepen switching costs and expand the value of Salesforce's platform across sales, service, marketing, commerce and analytics via Slack and Tableau integrations. The updated targets reflect management's expectation of incremental revenue and strategic synergies from combining Data 360 and Informatica capabilities.

Investor implications and risks

For investors, a raised FY27 guidance typically reduces short‑term execution risk and can support valuation re-rating if margins and cash generation remain durable. Key metrics to watch going forward include subscription revenue growth, margin trends (gross margin was ~77.7% for the nine months ended Oct. 31, 2025), operating income trajectory, and free cash flow conversion. Risks remain: integration execution for Informatica and other recent acquisitions (Slack, Tableau, MuleSoft), potential commoditization of AI capabilities, competitive pressure from major enterprise vendors, and regulatory or data‑privacy headwinds. The company's moderate leverage position and strong liquidity provide flexibility to invest in R&D and complete integration plans while continuing shareholder returns.

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