Salesforce Earnings Tonight: AI Partnerships Face First Real Revenue Test

Salesforce reports Q2 tonight. Management guided revenue to $11.27–$11.35 billion, implying roughly 10–11% year-over-year growth. After AI partnerships with Anthropic, OpenAI, Google, and AWS last October, this is the first clean read on whether those deals are converting to revenue. Full-year guidance of $45.80–$46.20 billion sits just below the $46.06 billion Street consensus.