Salesforce, Inc.

Record financial momentum (good): strong revenue growth + accelerating bookings/recurring - Full-year revenue: $41.5B (+10% YoY; +9% constant currency). - Q4 revenue: $11.2B (+12% YoY; +10% constant currency). - CRPO: $35.1B (+16% YoY; +13% constant currency)—a key indicator of accelerating recurring performance. - Total RPO: $72B (+14% YoY), with management framing this as a milestone supporting sustained growth through the next fiscal periods.

Guidance / targets raised or updated (good): expects continued strong growth trajectory - Management referenced a previously laid path to double-digit revenue growth by 2H FY27 and said they are “hitting our marks.” - Updated FY30 revenue target to $63B (boosted based on strong Q4 performance and early Informatica momentum). - Implied expectation: strong demand persistence into subsequent years, not just a one-quarter spike.

Shareholder return (good): aggressive buyback authorization - Company said it returned >$14B (99% of free cash flow) to shareholders in FY26. - Increased share repurchase authorization to $50B, explicitly framed as opportunistic “low prices.” - No dividend mentioned; the capital return story is primarily buybacks tied to strong cash generation.