CRM Salesforce exceeded expectations in Q1 FY26 (April quarter), reporting an 8% year-over-year revenue increase to $9.8 billion—$80 million above estimates—and adjusted earnings per share of $2.58, beating forecasts by $0.03. Its AI and Data Cloud services now have an annual recurring revenue over $1 billion, up 120% from the prior year, with more than 8,000 Agentforce deals secured since launch. Management raised its full-year revenue outlook by $400 million to a high-end target of $41.3 billion, and Q2 guidance also surpassed analyst projections, indicating growing momentum driven by AI-enhanced productivity.To bolster its AI strategy, Salesforce announced an $8 billion acquisition of Informatica, a major player in data integration and master data management. While the acquisition won’t affect FY26 earnings, it underscores Salesforce’s commitment to building a “digital labor force” powered by reliable, AI-ready data.
