Salesforce posted Q2 FY2027 results with 11% YoY revenue growth to $11.3B and subscription/support revenue up 12% to $10.8B, boosted partly by Informatica contribution. Net income was $3.5B, inflated significantly by a ~$2.6B gain from Anthropic investment holdings. CEO Marc Benioff countered industry skepticism, asserting SaaS remains viable despite AI disruption rhetoric. Stock surged 22% post-earnings. For Thai SMEs evaluating enterprise CRM platforms, this signals Salesforce's continued market dominance and financial health, though note that much profit came from investment gains rather than core operations.
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