CLAIM #17365 · Salesforce.com Inc (CRM) · 2026Q1 earnings call · May 28, 2025 · due Jan 31, 2026
“We're gonna grow our margin. We're gonna grow our cash flow. But we are gonna grow our revenue.”
Marc Benioff · CEO
How to check this claim
Look at: Year-over-year revenue growth, operating margin, and operating cash flow, as reported for fiscal year
It came true if: Revenue growth > 0%, operating margin higher than prior fiscal year, and operating cash flow higher than prior fiscal year
Where: Company income statement and cash flow statement (10-K / Q4 earnings release)
In context
“happened too many times in the last thirty, forty years. The rate of innovation far exceeds the rate of customer adoption. The amount of technology within value that we're able to deliver to a customer is just phenomenal, which is why I have a real fever about expanding our distribution organization, especially in these markets, geographies, and segments that are just growing at incredible rates. But for a lot of reasons that have to do with our financial transformation, in the last twenty-four to thirty-six months, we have not grown those distribution in the segments that we're growing. It wasn't our it wasn't a mistake that we were making. We're it was very mindful. We knew that we were slowing down growth but we were accelerating margin and cash flow. Now our challenge is very simple. We're gonna grow our margin. We're gonna grow our cash flow. But we are gonna grow our revenue. And the way that we're gonna do it is exactly what Miguel and Srini and Robin said. We're gonna invest at scale into the markets that are growing very dramatically. And we know where they are. We're there. We're seeing the whether it's by geography or whether it's by market segment. That is whether it's by key markets that have grown incredibly since the pandemic, like Japan or Latin America or even you know, markets, you know, in the United States. Like the tech industry. Okay? But where we have not invested distribution capability, we will invest. Aggressively. Well, we already have. And then we will also, you know, build and create incredible new products and value for those segments as well. And we will also acquire like we did last year with OWN. That's been, by the way, an incredibl”
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SEC filings for CRM ↗ · Claim quote is verbatim from the 2026Q1 earnings call.