5 Interesting Learnings from Salesforce at $45 Billion ARR: 14% cRPO Growth, 6% Organic Growth, and $2.53 of EPS From Its Anthropic Stake

Key Takeaways from Salesforce's Q2 Earnings Call

1. Revenue and Growth:

• Total Revenue: $5.6 billion in Q2 FY27.
• GAAP EPS: $(0.39) per share, with non-GAAP EPS of $1.48.
• Subscription Revenue: Up 12% year-over-year to $4.2 billion.
• Deferred Revenue (RPO): Current RPO at 14%, Noncurrent RPO at 7.5%.

2. AI and Data Business:

• Agentforce and Data 360 ARR: ~$3.9B, up over 210%.
• Agentforce ARR Alone: Over $1.5B, up over 240%.
• Agentic Work Units (AWUs): 3.2 billion in Q2, up 97% quarter-over-quarter.

3. Customer Adoption:

• Production Accounts with Agents: Salesforce added 2,000 paying customers into production this quarter, and accounts with agents in production grew 70% quarter-over-quarter.

Read the full article at SaaStr

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