Business progress: Processed 28.6 trillion tokens (+152%), 98 new contracts exceeding $1 million, Slack drove nearly half of the large deals (+80%). Launched the Headless 360 open platform and completed the acquisition of Qualified, strengthening intelligent sales capabilities.
Guidance and outlook: Raised full-year revenue to $45.9–$46.2B, maintained non-GAAP margin of 34.3%, expects organic growth acceleration in the second half of the fiscal year.
Risk/highlight signals: Commerce and Tableau remained weak, but Agentforce adoption accelerated and Slack AWS grew 350%; management showed strong confidence.