~$70B of Salesforce's next-3-year revenue isn't under contract yet, sparking 'falling knife' call
darian314 · x · 2026-10-14
An analysis chart argues $70B of Salesforce's revenue over the next 3 years must be renewed or re-won. At today's run-rate (Q2 FY27 revenue $11.35B x4), only 74% of the next 12 months is under contract ($33.5B cRPO vs $11.9B to renew), and just 36% of months 13-36 ($32.8B noncurrent RPO vs $58.0B to renew). The author concludes the stock is a "falling knife."
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