Salesforce closed fiscal year 2026 with a strong fourth quarter, demonstrating robust revenue growth driven by its AI-powered Agentic Enterprise strategy. The company exceeded revenue and RPO targets, showcasing significant year-over-year increases and a commitment to shareholder returns through increased dividends and share repurchases.
Fourth quarter revenue of $11.2 billion, up 12% Y/Y and 10% in CC, including $399 million Informatica contribution.
positiveFY26 revenue of $41.5 billion, up 10% Y/Y and 9% in CC, including $399 million Informatica contribution.
positiveFY26 operating cash flow of $15.0 billion, up 15% Y/Y, and free cash flow of $14.4 billion, up 16% Y/Y.
positiveAnnounces $50 billion share repurchase program authorization, replacing all previously unused authorizations.
positiveIncreased quarterly dividend to $0.44 per share of outstanding common stock, up 5.8% Y/Y.
positiveAgentforce ARR reached $800 million, up 169% year-over-year.
positiveCurrent remaining performance obligation of $35.1 billion, up 16% year-over-year and 13% in constant currency.
positiveRemaining performance obligation of $72.4 billion, up 14% Y/Y.
positiveOperating margin compression in Q4 FY26 compared to Q3 FY25 (16.7% GAAP vs 20.0% GAAP).
attentionWhile overall revenue growth is positive, Agentforce Marketing and Agentforce Commerce constant currency growth was negative at -1% for Q4 FY26.
attentionSignificant increase in accounts receivable, net by $2.4 billion in Q4 FY26 compared to the prior year.
attentionNet cash provided by operating activities for Q4 FY26 was $5.464 billion, a significant decrease from $8.671 billion in unearned revenue growth in the same quarter.
attentionMargin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.
| Segment | Current | Prior Yr | YoY | % Total | CC |
|---|---|---|---|---|---|
Subscription and support | N/A | — | — | — | +11.0% |
Professional services and other | N/A | — | — | — | — |
| Total Revenue | $0.00M | — | — | 100.0% | — |
Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.
Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.
We delivered a phenomenal quarter to close out a record fiscal 2026, delivering $41.5 billion in revenue, up 10% year-over-year and we passed an incredible milestone, with $72 billion in total RPO, up 14% year-over-year.
We’ve rebuilt Salesforce to become the operating system for the Agentic Enterprise, bringing humans and agents together on one trusted platform.
Salesforce delivered a record Q4 as our customers' shift to the Agentic Enterprise surges, fueling NNAOV acceleration in H2 FY26.
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Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.