Salesforce outlined its long-term growth strategy and financial targets during its 2026 Investor Day, projecting over $63 billion in revenue for fiscal year 2030. The company also provided updated guidance for fiscal year 2027 and detailed a significant capital return program, emphasizing growth driven by its 'Agentic Enterprise' AI strategy.
Key Details
- Long-Term Outlook: The company announced a new revenue target of over $63 billion for fiscal year 2030.
- Fiscal Year 2027 Guidance: Projects revenue of $46.4 billion, a Non-GAAP operating margin of 34.3%, and free cash flow of $15 billion.
- Capital Return Program: Plans to return 190% of FY27 free cash flow to shareholders, including a $25 billion Accelerated Share Repurchase (ASR) program expected to reduce share count by at least 14%.