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AI English summary of an SEC filing — figures as filed

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Salesforce said revenue for Q2 2026 (ended July 31) was $10.2 billion, up 10% year-over-year and 9% in constant currency. Subscription and support revenue was $9.7 billion, up 11% and 9% in constant currency.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Salesforce said revenue for Q2 2026 (ended July 31) was $10.2 billion, up 10% year-over-year and 9% in constant currency. Subscription and support revenue was $9.7 billion, up 11% and 9% in constant currency.

  2. The company said GAAP operating margin for Q2 was 22.8% and non-GAAP operating margin was 34.3%. Net income for Q2 was $1,887 million and diluted net income per share was $1.96, compared with $1,429 million and $1.47 in the prior-year quarter.

  3. Salesforce said it returned $2.6 billion to shareholders in Q2, including $2.2 billion in share repurchases and $399 million in dividends. The company also increased its share repurchase authorization by $20.0 billion, and as of July 31, approximately $5.7 billion remained available and authorized for repurchase.

  4. Salesforce provided revenue guidance for Q3 of $10.24 billion to $10.29 billion, up 8% to 9% year-over-year. Full-year revenue guidance is $41.1 billion to $41.3 billion, and the company said it raised the low end of full-year revenue guidance.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.

Q2 Revenue $10.2 billion, Subscription and Support Revenue $9.7 billion

Salesforce said revenue for Q2 2026 (ended July 31) was $10.2 billion, up 10% year-over-year and 9% in constant currency. Subscription and support revenue was $9.7 billion, up 11% and 9% in constant currency.

Source · Based on the filing body and exhibits

Q2 GAAP Operating Margin 22.8%, Net Income $1,887 million

The company said GAAP operating margin for Q2 was 22.8% and non-GAAP operating margin was 34.3%. Net income for Q2 was $1,887 million and diluted net income per share was $1.96, compared with $1,429 million and $1.47 in the prior-year quarter.

Source · Based on the filing body and exhibits

Q2 Shareholder Returns $2.6 billion, Share Repurchase Authorization Increased by $20 billion

Salesforce said it returned $2.6 billion to shareholders in Q2, including $2.2 billion in share repurchases and $399 million in dividends. The company also increased its share repurchase authorization by $20.0 billion, and as of July 31, approximately $5.7 billion remained available and authorized for repurchase.

Source · Based on the filing body and exhibits

Q3 and Full-Year Revenue Guidance

Salesforce provided revenue guidance for Q3 of $10.24 billion to $10.29 billion, up 8% to 9% year-over-year. Full-year revenue guidance is $41.1 billion to $41.3 billion, and the company said it raised the low end of full-year revenue guidance.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.