earnings
confidence high
sentiment positive
materiality 0.85
Salesforce Q2 revenue $9.33B (+8% YoY); CFO Amy Weaver to step down
Salesforce, Inc.
2025-Q2 EPS reported
$3.03
revenue$18,458,000,000
- Second quarter revenue $9.33B, up 8% YoY (9% CC); Subscription & Support revenue $8.76B, up 9% YoY (10% CC).
- GAAP operating margin 19.1% (record high, up 190 bps YoY); non-GAAP operating margin 33.7% (up 210 bps YoY).
- Current RPO $26.5B, up 10% YoY; operating cash flow $0.89B (+10% YoY); free cash flow $0.76B (+20% YoY).
- Full-year FY25 guidance: revenue reaffirmed $37.7-38.0B; GAAP op margin raised to 19.7%, non-GAAP to 32.8%; op cash flow growth raised to 23-25% YoY.
- President and CFO Amy Weaver to step down; will serve as Special Advisor to CEO through April 2026. Successor search includes internal and external candidates.