Salesforce Inc. recently released the transcript of their First Quarter Fiscal 2026 Earnings Call, held on May 28, 2025. The event was attended by key members of Salesforce's management team, including Marc R. Benioff, Co-Founder, Chairman & CEO, and Michael Spencer, Executive Vice President of Finance and Strategy and Investor Relations. Analysts from prominent financial institutions such as Deutsche Bank, BofA Securities, and Goldman Sachs participated in the call. The discussion focused on Salesforce's strong start to the fiscal year, highlighting a positive earnings surprise with an EPS of 2.58 against the consensus of 2.55, and revenue of $9.829 billion. CEO Marc Benioff expressed enthusiasm about the company's growth prospects, especially regarding innovations in the Data Cloud and the new product, Agentforce. He stated, "The excitement around Agentforce in the Data Cloud is palpable...we want to see you guys getting back to more of like a growth footing." Addressing investor concerns about growth acceleration, Benioff acknowledged the 10% growth rate and conveyed confidence in overcoming timing issues and achieving a stronger trajectory. The call concluded with a commitment to continue engaging with investors in the coming weeks. The full transcript can be accessed through the link below.
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