“We're on track to close out fiscal 2026 as a record year.”

In context

“l and as you saw, we really had a great quarter to close out the first half of the year. With outstanding performance across all of our key metrics, including our revenue, our margin, our cash flow, our CRPO, and even our AI and data cloud numbers were all incredible. You know, we outperformed on Q2 revenue with $10.25 billion. Up 10% year over year and 9% in constant currency. Miguel's sales team drove incredible momentum. Net new bookings from deals over $1 million grew 26% year over year, and we closed deals with companies like Dell, Marriott, Eaton, US Bank, Japan Post Bank, Lululemon, and the US Army. And non-GAAP operating margin came in strong at 34.3%, and we outperformed on CRPO with $29.4 billion, up 11% year over year, and the AI and data product line is up 120% year over year. We're on track to close out fiscal 2026 as a record year. Raising our guidance on the low end for revenue, raising on non-GAAP operating margin and cash flow, and we expect to finish with nearly $15 billion in operating cash flow. That's incredible and a huge raise from the previous quarter. Make no mistake. These results aren't just financial milestones. It's the growth that we are seeing, particularly with agent force and data cloud, and it's proof, and you're about to get into this now as I start to really give you our fundamental organizing principle for the company and what I believe the enterprise industry is about to become because the agentic enterprise, the real manifestation of what AI was meant to be, well, that agentic enterprise has arrived. In the three quarters since we launched 6,000 paid deals and more than 12,500 overall. And 4”