Salesforce Inc. (CRM) earnings date & stock reaction
CRM · Salesforce Inc. · Software
Salesforce Inc. earnings date & time
Schedule
- Korea time (KST)
- Thu, December 3
- Reporting pattern
- 12 of last 12 after close
- Typical move
- ±7.3% · 12-report avg
What the market expects
Consensus EPS
$3.44Coming in above this counts as a beat
- Year-ago quarter
- $3.25→+5.8%
- Guided revenue
- $11.3B→$11.5B+1.0%
- Guided EPS
- $5.90→$1.82-69.2%
“Agentforce ARR hit $1.5 billion. Our ARR for AI and data is about to cross $4 billion.”
“NNAOV growth is the strongest it's been in four years, keeping us on track for second-half organic revenue reacceleration.”
- ▲Explosive Growth in AI Products
- Agentforce and Data 360 ARR reached $3.9 billion, up over 210% vs last year.
- Agentforce standalone ARR exceeded $1.5 billion, growing over 240% vs last year.
- ▲Strong Cash Flow and Shareholder Returns
- Operating cash flow was $1.3 billion, up 71% vs last year, and free cash flow rose 81% to $1.1 billion.
- The company returned $364 million in dividends and continued its $25 billion share repurchase program.
- ▲Raised Guidance and Backlog Growth
- Full-year revenue guidance was raised by $200 million to a range of $46.1 billion to $46.4 billion.
- Current remaining performance obligation (cRPO) grew 14% vs last year, showing accelerated momentum.
- ▼Operating Margin Stagnation and Costs
- GAAP operating margin was 20.5%, but the full-year GAAP operating margin guidance remains conservative at 20.1%.
- Acquisition-related costs and stock-based compensation continue to exert downward pressure on operating margins.
Salesforce Inc. (CRM) rose the day after earnings in 6 of its last 12 reports (50%), moving ±7.3% on average. It has fallen despite beating the consensus estimate 6 times.
Even when EPS beat expectations, the stock fell 6 of the last 11 times. The number alone doesn't move it.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
6/11 beats fell next day · watches cRPO · guidance
- Jul 2026 report+22.6%
- Apr 2026 report-0.8%
- Jan 2026 report+4.0%
- Oct 2025 report+3.7%
- Jul 2025 report-4.8%
- Apr 2025 report-3.3%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 7/2026 | 2026-08-26 | +80.4% | +22.6% | +24.9% |
| 4/2026 | 2026-05-27 | +24.1% | -0.8% | +7.4% |
| 1/2026 | 2026-02-25 | +24.9% | +4.0% | +0.7% |
| 10/2025 | 2025-12-03 | +13.6% | +3.7% | +10.7% |
| 7/2025 | 2025-09-03 | +4.7% | -4.8% | -5.4% |
| 4/2025 | 2025-05-28 | +1.3% | -3.3% | -4.7% |
12 reports, quarters ending 10/2023 to 7/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Salesforce Inc. earnings date?
The next Salesforce Inc. (CRM) earnings report is expected Wed, December 2 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Salesforce Inc.'s next earnings?
Analysts expect EPS of about $3.44 for Salesforce Inc. (CRM). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Salesforce Inc. (CRM) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 6 of them (50%). The average move on earnings day was ±7.3%.
Does Salesforce Inc. react more to the earnings numbers or to guidance?
In 7 of the last 12 reports (58%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Salesforce Inc. stock fall even when earnings are good?
Yes. In 6 of the last 12 reports, Salesforce Inc. fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Salesforce Inc. stock keep moving after the earnings day?
Over the last 12 reports, the move continued in the same direction for the following five trading days 50% of the time. This tendency is known as post-earnings announcement drift.