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Salesforce Q4 Earnings Highlights

$CRM (-0,23 %)


🔹 Adj EPS: $2.55 (Est. $2.61) 🔴

🔹 Revenue: $10.0B (Est. $10.05B) 🟡; UP +8% YoY


Q1 Guidance:

🔹 Revenue: $9.71B- $9.76B (Est. $9.91B) 🔴; UP +6% - 7% YoY


FY26 Guidance:

🔹 Revenue: $40.5B - $40.9B (Est. $41.36B) 🔴; UP +7% - 8% YoY

🔹 Subscription & Support Revenue Growth: ~8.5% YoY (CC: ~9%)

🔹 Adj. Operating Margin: 34.0% (Prev. 33%)

🔹 Operating Cash Flow Growth: ~10% - 11% YoY


Q4 Segment Performance:

🔹 Subscription & Support Revenue: $9.5B; UP +8% YoY (CC: +9%)

🔹 Total Remaining Performance Obligation: $63.4B; UP +11% YoY

🔹 Current Remaining Performance Obligation: $30.2B; UP +9% YoY (CC: +11%)


Geographic Performance:

🔹 No specific geographic breakdown provided


Other Key Metrics:

🔹 Operating Cash Flow: $13.1B; UP +28% YoY

🔹 Free Cash Flow: $12.4B; UP +31% YoY

🔹 GAAP Operating Margin: 19.0%

🔹 Adj. Operating Margin: 33.0%


Strategic & Shareholder Updates:

🔹 AI & Data Cloud Growth: $900M annual recurring revenue; UP +120% YoY

🔹 Data Cloud Records: Surpassed 50 trillion, doubled YoY

🔹 Agentforce Adoption: 5,000 deals closed since October, including 3,000 paid customers

🔹 Capital Returns: $7.8B share repurchases + $1.5B dividends; total $9.3B returned in FY25


Management Commentary:

🔸 CEO Marc Benioff: "We had an incredible quarter and year, with record cash flow and more than $60B in RPO. No company is better positioned than Salesforce to lead customers through the digital labor revolution."

🔸 CFO Amy Weaver: "Our relentless focus on profitable growth delivered record revenue, margin, and cash flow, setting a strong foundation into FY26. We have returned $21B to shareholders since our capital return program’s inception."

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Thank you! You really go to a lot of trouble :)
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