earnings
confidence high
sentiment positive
materiality 0.85
Salesforce Q4 revenue $11.2B (+12% YoY); RPO $72.4B; raises dividend, $50B buyback
Salesforce, Inc.
2025-FY EPS reported
$7.80
revenue$41,525,000,000
- FY26 revenue $41.5B (+10% YoY); Q4 revenue $11.2B (+12% YoY); Q4 subscription & support $10.7B (+13% YoY).
- Total RPO $72.4B (+14% YoY); current RPO $35.1B (+16% YoY).
- FY26 GAAP op margin 20.1%; non-GAAP 34.1%; OCF $15.0B (+15%); FCF $14.4B (+16%).
- Initiates FY27 revenue guidance $45.8-46.2B (+10-11%); GAAP op margin 20.9%; non-GAAP 34.3%.
- Increases quarterly dividend to $0.44/share (+5.8%); authorizes $50B share repurchase program.