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| Item | Q4 FY2026 (stub from Nov 2025 close) | Q1 FY2027 (first full quarter) |
|---|---|---|
| Total revenue contribution | $399 million | $444 million |
| Subscription and support contribution | $388 million | $428 million |
| Informatica Cloud ARR | $1.1 billion | $1.1 billion |
| Remaining performance obligation related to Informatica | approximately $2.2 billion (as of 31 Jan 2026) | not separately re-disclosed |
| Contribution to Salesforce revenue growth guidance | FY2026 actual includes $399 million (stub period) | approximately 3 pts of FY2027; Q2 FY2027 slightly above 4 pts |
| Scope note | Stub period from acquisition date through 31 Jan 2026 | Cloud ARR excludes on-prem and professional services ARR |
| Period | $1 million+ deals | $10 million+ deals | Other disclosed large-deal detail |
|---|---|---|---|
| Q2 FY2026 (ended 31 Jul 2025) | Over 60 deals greater than $1 million that included both Data Cloud and AI (subset, not all $1 million deals) | Not disclosed | Over 40% of Data Cloud and Agentforce bookings from existing-customer expansion |
| Q4 FY2026 (ended 31 Jan 2026) | Wins over $1 million up 26% Y/Y (absolute count not disclosed) | 12 deals (record; +33% Y/Y). Previously never more than 10 in a quarter | 1 deal above $50 million; 3 deals above $20 million; 120+ AELAs in the quarter |
| Q1 FY2027 (ended 30 Apr 2026) | 98 deals with over $1 million of net new ACV (record Q1) | Not disclosed | Top 10 annual incremental bookings +60% Y/Y; top 10 TCV approximately $800 million (2.5x Y/Y); 7 of top 10 added seats |