Salesforce Inc ($CRM) Q1 2027 Earnings Call
Good afternoon and thanks for joining us today on our fiscal 2027 first quarter results conference call our press release SEC ...
President, Chief Operating & Financial Officer and Director, Salesforce
Search every verified Robin Washington interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Robin Washington, President and Chief Operating & Financial Officer at Salesforce, participated in the company's fiscal 2027 first quarter earnings call on May 27, 2026. During the call, Washington stated that the quarter was the first under a new revenue disclosure framework, reflecting that Agentforce is now "deeply embedded across every one of our applications." Washington noted that the company commenced a $25 billion accelerated share repurchase (ASR), representing half of its $50 billion share repurchase authorization, and said that combined with the buyback program, the diluted share count was reduced 10% year-over-year in the first quarter. Washington also said that the company was raising the midpoint of its FY27 revenue guidance to $45.9 billion to $46.2 billion and continued to expect subscription and support growth of approximately 11% year-over-year in constant currency. Washington added that a recent debt issuance tied to the ASR resulted in an approximately five-point headwind to operating cash flow and free cash flow, leading to updated guidance for both metrics to grow 4% to 5% year-over-year. Washington also stated that sales, service, and Slack are "at the core of the number one Agentic CRM," collectively representing more than 60% of Q1 net new annual recurring revenue, and that Agentforce ARR surpassed the billion dollar mark in the quarter. Washington described "Headless 360" as "the biggest growth opportunity that any of us will see in our lifetime."
“This is our first quarter under the new FY27 revenue disclosure framework. As agents transform how we build, sell, and serve customers, our new framework reflects that agent force is now deeply embedded across every one of our applications.”
“Underscoring our confidence in the future, we commence the largest ever 25 billion accelerated share repurchase or ASR representing half of our 50 billion share repurchase authorization. Combined with our buyback program, this reduced Q1 diluted share count 10% year-over-year.”
“We are raising the midpoint of our FY27 revenue guidance to 45.9 billion to 46.2 billion, and we continue to expect subscription and support growth of approximately 11% year-over-year in constant currency.”
“Our recent debt issuance tied to the successful initial delivery of our ASR resulted in an approximately five-point headwind to operating cash flow and free cash flow. As a result, we are updating our guidance for both metrics to grow four to 5% year-over-year.”
“We are raising the midpoint of our FY27 revenue guidance to 45.9 billion to 46.2 billion and we continue to expect subscription and support growth of approximately 11% year-over-year in constant currency. We are reiterating our non-GAAP operating margin guidance of 34.3% and adjusting our GAAP operating margin guidance...”
“Underscoring our confidence in the future, we commenced the largest ever 25 billion accelerated share repurchase or ASR representing half of our 50 billion share repurchase authorization. Combined with our buyback program, this reduced Q1 diluted share count 10% year-over-year.”
“Our recent debt issuance tied to the successful initial delivery of our ASR resulted in an approximately five-point headwind to operating cash flow and free cash flow. As a result, we are updating our guidance for both metrics to grow four to 5% year-over-year.”
“Sales, service and Slack are at the core of the number one Agentic CRM collectively representing more than 60% of Q1 net new ARR. Agent Force ARR surpassed the billion dollar mark this quarter.”
“We're doing more cash flow gym than Walmart. It's all about the agentic enterprise. The best companies in the world are doing this right now.”
“Headless 360 is the biggest growth opportunity that any of us will see in our lifetime.”
“Underscoring our confidence in the future, we commence the largest ever 25 billion accelerated share repurchase or ASR representing half of our 50 billion share repurchase authorization.”
“We are raising the midpoint of our FY27 revenue guidance to 45.9 billion to 46.2 billion and we continue to expect subscription and support growth of approximately 11% year-over-year in constant currency.”
“Additionally, and as you've heard, given the current stock price dislocation, the most prudent investment we can make is in Salesforce. We are updating our share repurchase authorization to $50 billion.”
“We are now targeting FY30 revenue of $63 billion. We remain on track to Rule of 50 by FY30.”
“Additionally, and as you've heard, given the current stock price dislocation, the most prudent investment we can make is in Salesforce. We are updating our share repurchase authorization to $50 billion.”
Good afternoon and thanks for joining us today on our fiscal 2027 first quarter results conference call our press release SEC ...
05/27/2026 Q&A: 32:11 Salesforce, Inc. provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific. The company offers Agentforce, which enables customers to build, deploy, and manage enterprise-grade, autonomous AI agents at scale, enabling humans and agents to work together; Agentforce Sales, an integrated platform that brings together the power of humans with AI agents to help sales teams for selling, managing, and automating entire sales processes; Agentforce Service, which enables companies…
Watch the live discussion of Salesforce (NYSE: $CRM) first quarter fiscal 2027 financial results with Chair & CEO Marc Benioff and President and Chief Financial and Operating Officer Robin Washington. #Salesforce #Agentforce #SalesforceEarnings #AI #AgenticEnterprise #CRM #EarningsCall ----------- Subscribe to Salesforce’s YouTube Channel: http://bit.ly/SalesforceSubscribe Learn more about Salesforce: https://www.salesforce.com Twitter: / salesforce LinkedIn: / salesforce Instagram: / salesforce About Salesforce: Improve customer relationships with Salesforce, the #1 AI CRM wh…
Watch our live discussion discussion of Salesforce (NYSE: CRM) fourth quarter and fiscal year 2026 financial results with Chair & CEO Marc Benioff and COFO Robin Washington. Featuring stories from our customers: SharkNinja: https://www.salesforce.com/customer-s... Wyndham Hotels: https://www.salesforce.com/customer-s... SaaStr: https://www.salesforce.com/events/web... Learn more about Salesforce: https://www.salesforce.com/ Learn about the Agentic Enterprise: https://www.salesforce.com/agentforce/ Meet the new Slackbot: https://slack.com/features/slackbot #Salesforce #Agentforce #Slackbot…
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09/03/2025 Q&A: 31:04 Salesforce, Inc. provides customer relationship management (CRM) technology that connects companies and customers together worldwide. The company offers Agentforce, an agentic layer of the salesforce platform; Data Cloud, a data engine; Industries AI for creating industry-specific AI agents with Agentforce ; Salesforce Starter, a suite of solution for small and medium-size business; Slack, a workplace communication and productivity platform; Tableau, an end-to-end analytics solution for range of enterprise use cases and intelligent analytics with AI models, spot trends, p…
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