Salesforce exceeds expectations – AI business drives revenue, Informatica acquisition strengthens strategic shift

5/30/2025, 12:22 PM

Salesforce raises revenue forecast due to strong AI growth and planned Informatica acquisition to strengthen Agentforce.

Eulerpool News May 30, 2025, 12:22 PM

Salesforce exceeded expectations in the first quarter of the current fiscal year with revenue of $9.83 billion, an increase of 8% compared to the previous year. The adjusted earnings per share were $2.58, slightly above the consensus forecast. The result was particularly supported by the dynamic development in the field of Artificial Intelligence (AI), where annual recurring revenues doubled to over one billion dollars.

Above all, the AI platform Agentforce, which was only introduced in October, is rapidly gaining market penetration.

As the next step, Agentforce is to be further strengthened by acquiring Informatica. Salesforce wants to acquire the data management specialist for 8 billion dollars – the largest deal since the purchase of Slack in 2021. The transaction, which is not expected to be completed until fiscal year 2027, has no impact on the current forecast.

This was adjusted upwards on Wednesday: For the full year, Salesforce now expects revenues between $41.0 and $41.3 billion (previously $40.5 to $40.9 billion). The outlook for the current quarter is also above market expectations, with $10.11 to $10.16 billion. Earnings per share are expected to be $1.80 to $1.82 – also above consensus.

Demand was particularly strong among small and medium-sized businesses, with Salesforce recording double-digit growth rates in new contracts there. The stock rose 1.8% after hours to $280.90.

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