Salesforce, Inc. (CRM) Q2 2027 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, everyone. I am Shivani Huja, and welcome to our Q2 earnings pre live preshow live from San Francisco. Now, you've probably heard the SaaSpocalypse story and the idea that AI kills enterprise software. I don't buy it. We don't buy it. What we're actually seeing is the opposite. Consumption is growing at an incredible pace and customers are unlocking more value than ever before. Now three customers are joining us today to prove it firsthand. We've got Xero, we've got Ligura, and we've got Replit. And what's especially interesting is that they're taking different approaches to AI. Now Xero, going deep with Agentforce. Ligura's employees work with Claude and chat GPT every single day. And with Replit, they build with Claude code. Now, these are different reasoning engines, entirely different interfaces, but underneath all three is the same trusted foundation, Salesforce. So let's get into it. And first up, we've got Xero. Now, Xero helps small businesses around the world manage their finances. The company serves nearly 5,000,000 subscribers, and that includes accountants and bookkeepers. Now Xero has been a Salesforce customer since 2014 running on Service Cloud and now Agentforce. Joining me here in the studio live today, right now, this moment is Xero CEO, Sukinder Singh Cassidy. Thank you so much, Sukinder, for joining us today. We are thrilled to have you on the show. Well, thank you for having me. Now, Sukinder, how critical is Salesforce to running Xero today? And, you know, not to lead the witness, but put simply, what would become harder or stop working without it? Well, first of all, as you noted, we have been a Salesforce customer since 2014, and we have scaled subscribers multiple folds since then, of course. We've also scaled geos multiple tim...