Salesforce CEO Marc Benioff delivers the keynote code astatine the commencement of the Dreamforce league successful San Francisco connected Oct. 14, 2025.
Jessica Christian | San Francisco Chronicle | Getty Images
Salesforce reported better-than-expected net connected Wednesday and topped Wall Street estimates with its gross guidance for the 4th quarter. The banal roseate 3% successful extended trading.
Here's however the institution did successful examination with LSEG consensus:
- Earnings per share: $3.25 adjusted vs. $2.86 expected
- Revenue: $10.26 cardinal vs. $10.27 cardinal expected
Revenue accrued 8.6% from a twelvemonth earlier successful the fiscal 3rd quarter, which ended connected Oct. 31, according to a statement. Net income accrued to $2.09 billion, oregon $2.19 per share, from $1.53 billion, oregon $1.58 per share, successful the aforesaid 4th past year, boosted by a $263 cardinal summation from strategical investments.
Adjusted net per stock exclude stock-based compensation.
For the fiscal 4th quarter, Salesforce called for $3.02 to $3.04 in adjusted net per stock connected $11.13 cardinal to $11.23 cardinal successful revenue. Analysts polled by LSEG had expected $3.04 per stock and $10.9 cardinal successful revenue. The guidance implies gross maturation of betwixt 11% and 12%, with astir 3 points coming from Informatica, the information absorption institution Salesforce acquired for astir $8 cardinal successful November.
Salesforce's banal has severely underperformed the broader tech assemblage this year, successful portion owed to concerns astir the imaginable of artificial quality replacing immoderate of its merchandise capabilities. As of Wednesday's close, the shares are down 29% successful 2025, portion the Nasdaq has gained astir 21%.
During the fiscal 3rd quarter, Salesforce acquired startups Regrello, whose AI bundle performs tasks, and Waii, which uses AI to constitute codification for moving queries connected information based connected a fewer words of quality input. The institution besides introduced Agentforce AI bundle for managing IT service requests, and issued a $60 billion fiscal 2030 gross target, surpassing analysts' projections.
Annualized gross from Agentforce, which automates income and lawsuit work workflows, jumped 330% from a twelvemonth earlier to implicit $500 million. Salesforce said it has won implicit 9,500 paid deals to date, up from implicit 6,000 arsenic of September.
Free currency travel grew 22% to $2.18 billion, but the full was beneath StreetAccount's $2.24 cardinal consensus.
Executives volition sermon the results with analysts connected a league telephone starting astatine 5 p.m. ET.
This is developing news. Please cheque backmost for updates.
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