earnings
confidence high
sentiment positive
materiality 0.85
Salesforce Q4 revenue $10B (+8% YoY); FY25 FCF $12.4B (+31%); guides FY26 rev $40.5-40.9B
Salesforce, Inc.
2025-FY EPS
reported $6.36
vs consensus $2.89
▲ beat
(+120.3%)
- Q4 revenue $10.0B (+8% YoY); FY25 revenue $37.9B (+9% YoY); GAAP op margin 19.0%, non-GAAP 33.0%.
- FY25 operating cash flow $13.1B (+28% YoY); free cash flow $12.4B (+31% YoY).
- Total RPO $63.4B (+11% YoY); Data Cloud & AI ARR $900M (+120%); 5,000 Agentforce deals closed since Oct.
- FY26 guidance: revenue $40.5-40.9B (7-8% growth); GAAP op margin 21.6%; non-GAAP 34.0%.
- Returned $9.3B to shareholders in FY25 via buybacks ($7.8B) and dividends ($1.5B).