Salesforce is scheduled to report Q1 FY27 earnings on May 27 around 4 PM ET. Shares are down 33.94% over the past year, and the quarter must reset market expectations. Q4 FY26 revenue was $11.2 billion, up 12% year over year, with EPS of $3.81 versus $3.05 estimated. Agentforce reached about $800 million in ARR, and Agentforce plus Data 360 combined ARR topped $2.9 billion, up over 200% year over year. Key monitoring points include Agentforce ARR trajectory, current RPO growth in constant currency, and whether organic growth holds after Informatica’s full-period contribution. Margin commentary is also expected to matter as Agentic Work Units scale.
"Second, current RPO growth. Polymarket traders give a 43.3% probability to 12-13% cRPO growth in constant currency, with 31.4% on 13-14%. Anything inside that range should be enough to be viewed positively, while a result below 12% could revive the bear case. Third, organic versus Informatica."
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