Jason Lemkin Posts Salesforce Earnings Learnings at $45 Billion ARR
Post highlights Salesforce earnings with growth metrics and Anthropic investment impact.
TLDR
Jason Lemkin founder of SaaStr shared five learnings from Salesforce after its Q2 FY27 report on August 26. The company reached $45 billion ARR with 14 percent cRPO growth and 6 percent organic growth. Its stake in Anthropic contributed $2.53 per share to EPS. Salesforce stock rose 23 percent that day while many other B2B stocks also increased. The post asks if the SaaS downturn may now be over.
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