CRM · 10-Q · 2026Q3 · Full report
Revenue Performance and Mix
Salesforce, Inc. · 2026-08-27 · Importance 54 · Surprise 40 · From source text
Six-month revenue increased 12% year over year to $22.478 billion for the period ended July 31, 2026, including $21.413 billion of subscription and support revenue and $1.065 billion of professional services revenue. Subscription and support revenue increased $2.426 billion, or approximately 13%, while professional services revenue decreased $13 million, or 1%, because of lower demand for larger, multi-year transformation engagements. Informatica contributed approximately $456 million of revenue in the second quarter and $900 million in the first six months of fiscal 2027. Term software licenses declined to approximately 4% of subscription and support revenue in the quarter and 5% year to date from 6% in both comparable fiscal 2026 periods.
Key facts
- Subscription and support revenues for the three months ended July 31, 2026 were $10,820 million compared to $9,690 million for the three months ended July 31, 2025. source
- Total revenues for the three months ended July 31, 2026 were $11,345 million compared to $10,236 million for the three months ended July 31, 2025. source
- For the six months ended July 31, 2026, revenue was $22.5 billion, an increase of 12 percent year-over-year. source
- Subscription and support revenues accounted for approximately 95 percent of our total revenues for the six months ended July 31, 2026. source
- Revenues from term software licenses represented less than ten percent of total subscription and support revenue for the three and six months ended July 31, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +9.8% | Total revenues for the three months ended July 31, 2026 were $11,345 million compared to $10,236 million for the three months ended July… |