Salesforce 2026 Q2 Earnings Strong Performance as Net Income Surges 32.1%

Salesforce (CRM), ranked 44th by market capitalization, reported its fiscal 2026 Q2 earnings on September 3, 2025. The company exceeded expectations with robust revenue growth and record net income, driven by strong performance in its core subscription and support segment. Salesforce also raised its full-year revenue guidance, reflecting confidence in its strategic investments and market position.

Salesforce’s total revenue for fiscal 2026 Q2 grew by 9.8% year-over-year to $10.24 billion, reflecting sustained demand for its enterprise cloud solutions. The company's subscription and support revenue, the largest and most stable part of its business, remained a key growth driver, contributing $9.69 billion to total revenue. Meanwhile, professional services and other revenue added $546 million, rounding out the $10.24 billion in total revenue for the quarter.

Salesforce’s earnings per share (EPS) rose by 33.1% to $1.97 in 2026 Q2 from $1.48 in 2025 Q2, reflecting strong operational efficiency and pricing power. The company’s net income also surged by 32.1% to $1.89 billion, a record high for the fiscal second quarter and a new milestone in its over 20-year history. These results underscore Salesforce’s ability to convert its investment in innovation and customer experience into strong bottom-line performance.

The stock price of Salesforce edged up 0.54% during the latest trading day, climbed 5.21% during the most recent full trading week, and gained 2.28% month-to-date. The positive investor sentiment reflects confidence in the company’s earnings trajectory and its long-term strategic initiatives.

Following the earnings release, Salesforce highlighted the performance of its Q2 fiscal 2026 as “outstanding.” The company noted strong bookings and margin expansion, with the adoption of its AgentForce platform playing a key role in driving growth. CEO Mark Benioff emphasized the importance of the “agentic enterprise” as the next wave of innovation in the industry, noting that AgentForce had secured 6,000+ paid deals and 40% expansion from existing customers. Additionally, the Data Cloud grew by 120% year-over-year, positioning itself as a critical component for AI accuracy. Benioff underscored the transformative impact of AI and agents in sales, service, and field operations and pointed to public sector and ITSM as new growth areas. He also expressed optimism about Salesforce becoming the “operating system for the agentic enterprise,” with new capabilities like AgentForce v4 and ITSM to be showcased at Dreamforce.

Salesforce raised its FY2026 revenue guidance to $41.1–41.3 billion, representing 8.5–9% year-over-year growth. The company also set a non-GAAP operating margin target of 34.1% and anticipates operating cash flow growth of 12–13%, driven by tax savings. For Q3, revenue is expected to be between $10.24–10.29 billion, up 8–9% year-over-year. CFO Robin Washington and CEO Mark Benioff reiterated the company’s commitment to investing in data, AI, and AgentForce while returning $2 billion to shareholders in Q2 through buybacks and dividends. Additionally, Salesforce expanded its share repurchase program by $20 billion, signaling its confidence in long-term value creation.

The Economic and Financial Crimes Commission (EFCC) arrested the CEO of Gavice Logistics Limited for allegedly defrauding investors in a failed $2 billion investment scheme, highlighting continued scrutiny of corporate governance in Nigeria. Meanwhile, the Central Bank of Nigeria (CBN) announced new Point of Sale (POS) rules aimed at enhancing digital transaction security and reducing fraud. These regulatory moves reflect a broader shift toward strengthening financial integrity and consumer protection in the Nigerian market. Additionally, Nigeria’s Federal Government faced political scrutiny after a ruling party claimed credit for revenue growth, sparking a debate with opposition groups over fiscal transparency and accountability.