Salesforce shifts to usage-based pricing, reports strong Q1 FY27 growth and $6.6B free cash flow

Salesforce is moving from traditional seat-based SaaS pricing to a metered, usage-based model focused on workflow, aiming to become the key metering layer for enterprise software. In Q1 FY27, the company reported 13% revenue growth, a 34.8% non-GAAP operating margin, and $6.6 billion in free cash flow. Its newer data and agentic software layers are growing three times faster than legacy applications, supported by innovations like audit-lineage and zero-copy federation that create competitive advantages. Analysts see a fair value of $237.59 per share, suggesting 44% upside, though risks include cost of goods sold for inference, potential cannibalization of seat licenses, and concentrated adoption.

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