Salesforce

Q2 FY2027 EarningsQ2 FY27 results marginally beat revenue consensus at $11.35B vs. $11.32B expected, with normalized EPS reaching $4.30 (vs. $3.27 mean). A primary driver was a $2.7B unrealized gain from an Anthropic investment, significantly impacting GAAP net income ($3.53B vs. $1.52B expected). Subscription and support revenue grew 12% YoY, primarily fueled by a 20% surge in the Data 360 and Platform segment, while the $25B accelerated share repurchase (ASR) program retired 103 million shares, providing a tailwind to per-share metrics.