$CRM (+0,69 %) | Salesforce Q3 Earnings Highlights:

🔹 Revenue: $9.44B (Est. $9.35B) 🟢; UP +8.3% YoY

🔹 Subscription & Support Revenue: $8.88B (Est. $8.82B) 🟢; UP +9.1% YoY

🔹 Professional Services Revenue: $565M (Est. $534.1M) 🟢; DOWN -2.4% YoY

🔹 Sales Revenue: $2.12B; UP +11% YoY

🔹 Service Revenue: $2.29B; UP +10% YoY

Q4 Guidance:

🔹 Revenue: $9.90B-$10.10B (Est. $10.05B) 🟡; Growth of 7%-9% YoY

🔹 Non-GAAP Operating Margin: 33.1% (Est. 33.1%) 🟡

🔹 Non-GAAP EPS: $2.57-$2.62 (Est. $2.66) 🟡

🔹 Current RPO: $30.08B (Est. $30.08B) 🟡

🔹 Free Cash Flow: Not provided

FY25 Full-Year Guidance:

🔹 Revenue: $37.8B-$38.0B (Est. $37.70B-$38B) 🟡; Growth of 8%-9% YoY

🔹 Non-GAAP Operating Margin: 32.9% (Est. 32.8%) 🟡

🔹 Non-GAAP EPS: $9.98-$10.03 (Est. $10.03-$10.11) 🟡

🔹 Operating Cash Flow Growth: +24%-26% YoY

Q3 Operational Metrics:

🔹 Non-GAAP Operating Margin: 33.1% (Est. 32.3%) 🟢; UP 190 bps YoY

🔹 Adjusted Operating Income: $3.12B (Est. $3.01B) 🟢; UP +15% YoY

🔹 Unearned Revenue: $13.47B (Est. $13.57B) 🟡; UP +7.2% YoY

🔹 Free Cash Flow: $1.78B (Est. $1.66B) 🟢; UP +30% YoY

🔹 Operating Cash Flow: $1.98B (Est. $1.84B) 🟢; UP +29% YoY

Q3 Remaining Performance Obligations (RPO):

🔹 Total RPO: $54.05B (Est. $54.05B) 🟡

🔹 Current RPO: $26.4B (Est. $26.10B) 🟢; UP +10% YoY

CEO Marc Benioff's Commentary:

🔸 "We delivered exceptional financial performance across revenue, margins, cash flow, and RPO. Agentforce, our complete AI system for enterprises, is leading a groundbreaking transformation in digital labor, positioning us at the forefront of AI innovation."