CRM · 10-Q · 2026Q3 · Full report
Operating Income and Margins
Salesforce, Inc. · 2026-08-27 · Importance 49 · Surprise 32 · Matches filing data
Six-month income from operations increased to $4.678 billion from $4.274 billion, while second-quarter operating income was $2.331 billion versus $2.332 billion a year earlier. Six-month gross profit increased to $17.259 billion from $15.558 billion, although cost of revenues rose by approximately 1 percentage point of revenue. Higher hosting, generative-AI technology, service-delivery, and acquisition-related intangible-amortization costs drove the cost increase. Salesforce stated that it is pursuing operating-efficiency and restructuring initiatives to improve operating margin.
Key facts
- For the six months ended July 31, 2026, income from operations was $4.7 billion as compared to $4.3 billion for the six months ended July 31, 2025. source
- For the six months ended July 31, 2026, diluted net income per share was $6.67 as compared to diluted net income per share of $3.55 from a year ago. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | positive | realized | +3.5% | For the six months ended July 31, 2026, income from operations was $4.7 billion as compared to $4.3 billion for the six months ended July… |