Salesforce (CRM): FY27 Q2 earnings call, Aug 26, 2026
On its Aug 26, 2026 earnings call (FY27 Q2), Salesforce said 10 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
14 words · 10 settled yes · our count agreed on 14 of 14- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Anthropic | Yes | 11 | 13 | ✓ | 84%transcripts from the transcript model | Hear it 1:30, Anthropic | – |
| Slackbot | Yes | 9 | 9 | ✓ | 84%transcripts from the transcript model | Hear it 22:45, Slackbot | – |
| Data 360 | Yes | 6 | 6 | ✓ | 83%transcripts from the transcript model | Hear it 13:52, Data 360 | – |
| Coworker | Yes | 4 | 4 | ✓ | 65%transcripts from the transcript model | Hear it 45:20, Coworker | – |
| Informatica | Yes | 3 | 3 | ✓ | 89%transcripts from the transcript model | Hear it 13:50, Informatica | – |
| Commerce | Yes | 2 | 2 | ✓ | 85%transcripts from the transcript model | Hear it 10:12, Commerce | – |
| MuleSoft | Yes | 1 | 1 | ✓ | 87%transcripts from the transcript model | Hear it 13:48, MuleSoft | – |
| Customer Zero | Yes | 1 | 1 | ✓ | 85%transcripts from the transcript model | Hear it 39:23, Customer Zero | – |
| OpenAI | Yes | 1 | 1 | ✓ | 76%transcripts from the transcript model | Hear it 22:32, OpenAI | – |
| MCP | Yes | 1 | 1 | ✓ | 73%transcripts from the transcript model | Hear it 37:25, MCP | – |
| Agentic Enterprise | No | 0 | 0 | ✓ | 91%transcripts from the transcript model | – | |
| Tableau | No | 0 | 0 | ✓ | 88%transcripts from the transcript model | – | |
| Token | No | 0 | 0 | ✓ | 82%transcripts from the transcript model | – | |
| Headless 360 | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
5 matches for “Consumption”; 5 quoted, at least 25 words apart.
…to our premium Slack editions have tripled since we launched Slackbot. Our consumption flywheel is turning. AWUs continue to scale as customers drive agentic use…
…and that is important for them. Some of them want it by consumption, and that is important to them. Some of them are just basic…
The time to production. Production is very important for us because consumption is very important to us. We bring customers in the funnel. We want…
…down there. You have seen down the funnel. You have seen the consumption number, data views exploded. But for me, the most important thing is…
…14x. We started this six months ago. In Q2, the AW user consumption grew 14x, 14-fold. And what it does is, they call it the…
Where the listed words were said
…of both worlds. This is the number one AI in the world, Anthropic, and the number one CRM, Salesforce, coming together for the first time…
…products directly into Slack because Slack is where their customers want them. Slackbot is our fastest adopted AI product ever. Five months after launch, it…
…we bought MuleSoft. It's why we bought Informatica. It's why we built Data 360. You're going to hear about our application layer. Of course, sales,…
…of Slack that you are going to be seeing, as well as Coworker, which is something inside our Lightning interface, and other amazing things as…
…driven by continued momentum in Slack and Agentforce. We continue to accelerate Informatica's business. Subscription and support revenue was $10.82 billion, up 12% year-over-year in…
…be not just sales, not just service, not just marketing, not just commerce, not just analytics, but also IT service and other critical functionality. All…
…non-GAAP operating margin was 34.1%, and GAAP operating margin was 20.5%. As customer zero, we are putting Agentforce to work across our own business. Salesforce's…
…already work, Slack, Claudeforce, and with AI Force, many more to come. MCP and API usage grew significantly in the quarter as customers embed Salesforce…
Agents: this page as TSV at /api/v1/appearances/salesforce:2026-08-26:earnings_call · words: /api/v1/brief?appearance=salesforce:2026-08-26:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP