| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'27 | August 26, 2026 | 3/12 | 2 medium flags | 0 | 0 | Call sheet → |
| Q1'27 | May 27, 2026 | 6/12 | 3 high, 3 medium flags | 1 | 0 | Call sheet → |
| Q4'26 | February 26, 2026 | 10/12 | 4 medium, 4 low flags | 4 | 0 | Call sheet → |
| Q3'26 | December 3, 2025 | 10/12 | 3 medium, 3 low flags | 5 | 0 | Call sheet → |
| Q1'26 | May 28, 2025 | 10/12 | 3 medium, 3 low flags | 4 | 0 | Call sheet → |
| Q4'25 | February 26, 2025 | 7/12 | 1 high, 2 medium, 3 low flags | 4 | 0 | Call sheet → |
| Q3'25 | December 3, 2024 | 8/12 | 3 medium, 3 low flags | 5 | 0 | Call sheet → |
| Q2'25 | 2024-08-28 | 9/12 | 2 medium, 4 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'27 | Pending | $63B revenue target for FY30 Raised from $60B but includes Informatica; organic target actually unchanged |
| Q1'27 | Delivered | Agentforce to be material revenue driver Hit $1B ARR milestone but growth rate decelerating sharply |
| Q1'27 | Pending | Rule of 50 by FY30 Tracking at Rule of 45 currently (11% growth + 34% margins) |
| Q1'27 | Pending | Organic revenue reacceleration in H2 FY27 Maintained but softened language from 'double-digit' to just 'reacceleration' |
| Q1'27 | Pending | Net new AOV growth to outpace AOV growth in H1 Reiterated but no Q1 specific metrics provided to track progress |
| Q4'26 | Delivered | Acceleration in customer adoption Customers in production increased nearly 50% in Q4, 70% quarter-over-quarter in Q3 |
| Q4'26 | Pending | Rule of 50 by FY30 Reaffirmed commitment despite near-term margin compression |
| Q4'26 | Pending | Informatica accretive within 12 months Reiterated commitment, closed 3 months ahead of schedule |
| Q4'26 | Delivered | Net new AOV growth outpacing AOV growth by fiscal year end Robin confirmed 'first time since fiscal year 2022, net new AOV growth outpaced AOV growth' |
| Q4'26 | Exceeded | $60 billion FY30 revenue target from Investor Day Raised target to $63 billion due to strong performance and Informatica contribution |
| Q4'26 | Delivered | Path towards double-digit revenue growth by second half of fiscal year '27 Committed to reacceleration in second half FY27, upgraded from 12-18 month timeline given at Investor Day |
| Q3'26 | Pending | Revenue reacceleration in 12-18 months Timeline unchanged but now 9-15 months remaining |
| Q3'26 | Exceeded | Informatica closing in FY26 Closed 3 months ahead of schedule |
| Q3'26 | Exceeded | Strong pipeline generation Claimed 'biggest pipeline generation quarter ever' vs 'haven't seen pipeline like this in long time' |
| Q3'26 | Delivered | Net new AOV growth outpacing AOV growth in H2 First time since FY22, achieved in Q3 |
| Q3'26 | Delivered | Accelerating data and AI adoption through forward deployed engineers 33% faster deployment times with FDEs, 70% increase in production customers |
| Q3'26 | Exceeded | Data cloud and AI ARR reaching $1.2B in Q2 Delivered $1.4B in AgentForce and Data 360 ARR by Q3 |
| Q1'26 | Delivered | Subscription & support revenue growth of ~9% constant currency Delivered exactly 9% in Q1 despite leap year headwind |
| Q1'26 | Pending | 10-11% operating cash flow growth for FY26 Q1 at $6.5B suggests on track for $14.5B guidance |
| Q1'26 | Delivered | Continued disciplined M&A approach Informatica fits framework: customer success, acceleration, value with 2-year accretion |
| Q1'26 | Pending | Margin expansion to 34% for FY26 On track at 32.3% in Q1, reiterated 34% target despite distribution investment |
| Q1'26 | Delivered | Data Cloud momentum building throughout FY26 22 trillion records (+175% YoY), 3x more deals than prior year |
| Q1'26 | Exceeded | Agentforce modest contribution to FY26 revenue Now showing $100M+ AOV and specific customer expansion metrics |
| Q4'25 | Mixed | Strong performance across revenue, operating margin, cRPO, and cash flow Hit on revenue, margin, cash flow but cRPO growth decelerated to 9% from 10% |
| Q4'25 | Delivered | We'll see increased investments in software to build agentic layer Zero engineering hiring suggests they've completed the investment phase |
| Q4'25 | Pending | Data Cloud continues to have phenomenal momentum Switched from monthly processing metrics to cumulative - concerning metric change |
| Q4'25 | Delivered | Pipeline is in the thousands for potential transactions 3,000 paying customers achieved, though revenue impact pushed to FY27 |
| Q4'25 | Exceeded | We're trying to hire 1,000, 2,000 more salespeople Now committing to 10-20% sales expansion, suggesting 1,400-2,800+ new AEs based on current ~14,000 sales team |
| Q4'25 | Delivered | We expect that our own transformation with Agentforce... is going to deflect between a quarter and a half of our annual case volume Now reporting 84% resolution rate on help.salesforce.com with 2% escalation |
| Q3'25 | Delivered | More than fully offset dilution from stock-based compensation Confirmed through capital return program execution |
| Q3'25 | Pending | Comprehensive CFO search with internal and external candidates No update provided on timeline or progress |
| Q3'25 | Pending | Data Cloud as fastest growing product Stopped reporting growth metrics, concerning for transparency |
| Q3'25 | Exceeded | Operating cash flow growth 23-25% Raised to 24-26% on strong Q3 performance |
| Q3'25 | Exceeded | Non-GAAP operating margin 32.8% Raised to 32.9%, ahead of prior guidance |
| Q3'25 | Delivered | Fiscal '25 revenue guidance $37.7-38B Raised low end to $37.8B, maintaining trajectory |
| Q3'25 | Delivered | Agentforce generally available in October Launched October 24th and closed 200+ deals in final week |
| Q2'25 | Exceeded | Einstein Copilot deals to continue scaling Went from 'hundreds' to 1,500 AI deals in Q2 |
| Q2'25 | Delivered | Data Cloud to continue rapid growth trajectory 130% customer growth, approaching $1B run rate claim |
| Q2'25 | Exceeded | Operating cash flow growth 21-24% Raised to 23-25% based on Q2 performance |
| Q2'25 | Exceeded | Non-GAAP operating margin of 32.5% for fiscal '25 Raised to 32.8%, 30 bps above prior guidance |
| Q2'25 | Delivered | Subscription revenue growth approximately 10% in constant currency Achieved exactly as guided |
| Q2'25 | Delivered | Fiscal '25 revenue guidance of $37.7B to $38B maintained Maintained range despite Q1 softness |
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