🔹 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."