Salesforce Raises 2027 Revenue Guidance on AI Growth
Salesforce projects accelerated revenue growth for fiscal 2027 following a 200 percent increase in artificial intelligence-related annual recurring revenue.
Salesforce, Inc. updated its full-year 2027 financial guidance to a revenue range of $45.9 billion to $46.2 billion, with expected earnings per share between $14.06 and $14.12. The company projects an acceleration in revenue growth for the second half of the fiscal year, driven by the expansion of its artificial intelligence services.
AI-related revenue, including the Data 360 and Agentforce platforms, reached $3.4 billion in annual recurring revenue last quarter, marking a year-over-year increase of more than 200 percent. This figure includes $1.1 billion attributed to the acquisition of Informatica.
Beyond its AI growth, Salesforce executed an accelerated share repurchase totaling $27 billion last quarter. The company anticipates maintaining an annualized top-line growth rate of approximately 11 percent through fiscal 2030 while continuing to expand its operating margin.