v3.25.4
Revenues
12 Months Ended
Jan. 31, 2026
Revenue from Contract with Customer [Abstract]  
Revenues Revenues
Disaggregation of Revenue
Subscription and Support Revenue by the Company's Service Offerings (1)
Subscription and support revenues consisted of the following (in millions):
 Fiscal Year Ended January 31,
 202620252024
Agentforce Sales$9,028 $8,322 $7,580 
Agentforce Service9,818 9,054 8,245 
Agentforce 360 Platform, Slack and Other (2)8,882 7,247 6,611 
Agentforce Marketing and Agentforce Commerce5,428 5,281 4,912 
Agentforce Integration and Agentforce Analytics6,232 5,775 5,189 
$39,388 $35,679 $32,537 
(1) In the third quarter of fiscal 2026, the Company renamed its service offerings to reference Agentforce. There were no changes in the allocation of revenue between these service offerings as a result of this change.
(2) Agentforce 360 Platform, Slack and Other revenue for the year ended January 31, 2026 includes $388 million in subscription and support revenue from Informatica, Inc. (“Informatica”), which the Company acquired in November 2025.
Total Revenue by Geographic Locations
Revenues by geographical region consisted of the following (in millions):
 Fiscal Year Ended January 31,
 202620252024
Americas$27,193 $25,143 $23,289 
Europe10,017 8,891 8,128 
Asia Pacific4,315 3,861 3,440 
$41,525 $37,895 $34,857 
Revenues by geography are determined based on the region of the Company's contracting entity, which may be different than the region of the customer. Americas revenue attributed to the United States was approximately 93 percent during fiscal 2026, 2025, and 2024, respectively. No other country represented more than ten percent of total revenue during fiscal 2026, 2025 and 2024.
Contract Balances
Contract Assets
The Company records a contract asset when revenue recognized on a contract exceeds the billings. Contract assets were $818 million as of January 31, 2026 as compared to $724 million as of January 31, 2025, and are included in prepaid expenses and other current assets and deferred tax assets and other assets, net on the consolidated balance sheets.
Unearned Revenue
Unearned revenue represents amounts that have been invoiced in advance of revenue recognition and is recognized as revenue when transfer of control to customers has occurred or services have been provided. The unearned revenue balance does not represent the total contract value of annual or multi-year, noncancellable subscription agreements. The unearned revenue balance is influenced by several factors, including seasonality, the compounding effects of renewals, invoice duration, invoice timing, dollar size and new business linearity within the quarter.
The change in unearned revenue was as follows (in millions):
Fiscal Year Ended January 31,
20262025
Unearned revenue, beginning of period$20,743 $19,003 
Billings and other (1)45,099 39,635 
Revenue recognized over time(39,041)(35,628)
Revenue recognized at a point in time(2,484)(2,267)
Unearned revenue, end of period$24,317 $20,743 
(1) Other includes, for example, the impact of foreign currency translation as well as contributions from contract assets and business combinations, including $651 million from Informatica as of the acquisition date.
Revenue recognized over time primarily includes Cloud Services subscription and support revenue, which is generally recognized ratably over time, and professional services and other revenue, which is generally recognized ratably or as delivered.
Revenue recognized at a point in time substantially consists of term software licenses.
Approximately 50 percent of total revenue recognized in fiscal 2026 was from the unearned revenue balance as of January 31, 2025.
Remaining Performance Obligation
Remaining performance obligation represents contracted revenue that has not yet been recognized and includes unearned revenue and unbilled amounts that will be recognized as revenue in future periods. The transaction price allocated to the remaining performance obligation is based on SSP. Remaining performance obligation is influenced by several factors, including seasonality, the timing of renewals, the timing of term license deliveries, average contract terms and foreign currency exchange rates. Remaining performance obligation is also impacted by acquisitions. Unbilled portions of the remaining performance obligation denominated in foreign currencies are revalued each period based on the period end exchange rates. Remaining performance obligation is subject to future economic risks, including bankruptcies, regulatory changes and other market factors.
The Company excludes amounts related to performance obligations from professional services contracts that are billed and recognized on a time and materials basis.
The majority of the Company's noncurrent remaining performance obligation is expected to be recognized in the next 13 to 36 months.
Remaining performance obligation consisted of the following (in billions):
 CurrentNoncurrentTotal
As of January 31, 2026 (1)$35.1 $37.3 $72.4 
As of January 31, 2025$30.2 $33.2 $63.4 
(1) Includes approximately $2.2 billion of remaining performance obligation related to Informatica.