Salesforce, Inc. Deutsche Bank 2026 Technology Conference

Yeah, thank you for having me. It's great to be here.

I made a comment to Brad in the back of the room. I said it's much more fun to come do these when the stock's having a day like it is today. Let me first start with the retrospective of last year when we made comments at Investor Day to where we are now, and I would say we've been hyper-focused on driving the execution of the business with the building blocks that we outlined last year at Investor Day. What you're seeing now, what we reiterated yesterday in the guidance for H2 re-acceleration is a result of, call it the last three quarters of really, really hard execution, I would say, on trying to drive our overall strategy. We're super pleased with the results yesterday. I think about it in two separate buckets when you look at the results yesterday.

First, within the quarter, obviously, we were very pleased to be across all the external metrics. But the metric that sticks out the most, at least from my vantage point, is the CRPO, and by way of that, the net new AOV, the bookings performance in Q2, which exceeded all our expectations by a long shot. That really is a good indicator of the building momentum as we look at H2, look at the guidance we provided, and more importantly, leads us into FY28. So the print yesterday, the guidance, the raise in the guidance that we gave, we were very intentional about organic versus inorganic within that guide, which I am sure we will get into.

But all of that is a result of really doubling down and hitting our commitment that we made around re-acceleration in H2 on the organic business, even with M&A as a strategic lever for us.

It ebbs and flows. We will take it. We will take it in the moment.

Yeah, definitely. I had someone last night ask who brought who to the dance with the relationship. Let me first say, just because from a level-setting standpoint, it is really important to understand our investment on the venture side of our business with Anthropic is mutually exclusive from any partnership that we have got on the commercial side. I think it is really important ground-setting structure. The way to think about Claudeforce is think of it as it is really been an organic process of partnership with them. For those that use Slack in the room, and if you have had an opportunity to use Slackbot is motored by or the engine behind Slackbot is Anthropic.