Salesforce Boosts Revenue Outlook on Strong Q2 Earnings

Salesforce's Q2 earnings call focused on its AI-led reacceleration strategy. The company emphasized that artificial intelligence is expanding platform value rather than displacing enterprise software.

Management tied this argument to stronger bookings, low attrition rates, and rising AI consumption. Net new annual order value growth was the strongest in four years, while contract terms improved across segments.

Salesforce raised its fiscal 2027 revenue outlook to $46.1 billion to $46.4 billion, with a $300 million constant-currency increase from organic performance and expected M&A contributions.