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Salesforce's Q2 Earnings Beat: Can Upbeat Profit View Lift CRM Stock?
ZACKS· 2024-08-29 22:20
Salesforce, Inc.’s (CRM) second-quarter fiscal 2025 non-GAAP earnings per share (EPS) increased 21% to $2.56 from $2.12 in the year-ago quarter. The figure also surpassed the Zacks Consensus Estimate of $2.35. The robust year-over-year growth was driven by higher sales and the benefits of ongoing cost-restructuring initiatives, which include the trimming of the workforce and a reduction in office spaces.This enterprise cloud computing solution provider’s quarterly revenues of $9.33 billion increased 8% year ...
Options Pits Pop on Salesforce Beat-and-Raise
Schaeffers Investment Research· 2024-08-29 22:16
Shares of cloud software specialist Salesforce Inc (NYSE:CRM) are 1.3% higher at $262.25 at last glance, pulling back from its open around the $271 mark, after posting better-than-expected earnings and revenue figures for the second quarter. In addition, the firm hiked its full-year outlook, and announced the departure of CFO Amy Weaver.Options traders are attacking CRM in response. So far, 31,000 calls and 26,000 puts have been exchanged, which is already 9 times the average daily volume. The weekly 8/30 2 ...
CRM INVESTIGATION ALERT: Suffer Losses on Your Salesforce, Inc. Investment? Contact BFA Law about the Potential Class Action Lawsuit for Securities Fraud (NYSE:CRM)
GlobeNewswire News Room· 2024-08-29 21:07
NEW YORK, Aug. 29, 2024 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Salesforce, Inc. (NYSE:CRM) for potential violations of the federal securities laws. If you invested in Salesforce, you are encouraged to submit your information at https://www.bfalaw.com/cases-investigations/salesforce-inc. Why Did Salesforce’s Stock Drop? On May 29, 2024, Salesforce reported its fiscal Q1 2025 financial results. In pertinent part, Salesforce’s reported $9.13 b ...
Watch These Salesforce Price Levels as Stock Jumps After Strong Earnings
Investopedia· 2024-08-29 20:56
Key TakeawaysSalesforce shares jumped in premarket trading Thursday after the enterprise software company reported better-than-expected second-quarter results and lifted its full-year profit outlook, as customers increased spending on its suite of cloud products. Thursday’s projected earnings pop positions the stock for a decisive breakout above the top trendline of a symmetrical triangle, potentially marking the start of a new trend higher.Amid post-earnings buying in Salesforce shares, investors should mo ...
Salesforce Beats Earnings, Raises Full-Year Profit Outlook
MarketBeat· 2024-08-29 20:55
Salesforce NYSE: CRM is a leading cloud software and technical sector player. Salesforce’s earnings report for the second quarter of fiscal year 2025 (Q2 FY2025) was recently released, and the results topped Salesforce’s analyst community’s expectations, sending Salesforce stock higher in after-hours trading. The company exceeded revenue and earnings per share (EPS) estimates and, most importantly, maintained its full-year revenue outlook, a positive development that boosted investor confidence.The report a ...
salesforce(CRM) - 2025 Q2 - Earnings Call Transcript
2024-08-29 09:55
财务数据和关键指标变化 - 第二季度收入为93.3亿美元,同比增长8%,以恒定汇率计算增长9% [25] - 订阅和支持收入同比增长9%,以恒定汇率计算增长10% [25] - 第二季度非GAAP经营利润率为33.7%,同比提升210个基点 [28] - 第二季度经营现金流为8.92亿美元,同比增长10% [100] 各条业务线数据和关键指标变化 - 销售云和服务云收入同比双位数增长,主要由于ARPU增长和定价纪律 [97] - 多云交易占新业务的近80% [27] - 公司每季度处理25万亿次Einstein交易,管理250PB数据 [27] 各个市场数据和关键指标变化 - 美洲地区收入同比增长7%,以恒定汇率计算增长8% [96] - 欧洲中东非洲地区收入同比增长11%,以恒定汇率计算增长11% [96] - 亚太地区收入同比增长9%,以恒定汇率计算增长16% [96] - 日本、印度和加拿大表现强劲 [96] 公司战略和发展方向及行业竞争 - 公司正在向"Agent Force"转型,将人工智能代理嵌入到各个业务流程中 [12][18][19] - 公司正在重构所有产品,将其集成到一个统一的AI驱动平台上 [151][152] - 公司将成为企业AI代理的主要供应商,帮助客户实现自动化和生产力提升 [143][144] - 公司正在加大在行业云解决方案的投入,超过一半的前100大交易包含行业云 [87] 管理层对经营环境和未来前景的评论 - 管理层认为当前的购买环境将持续,但对美国市场的增长持谨慎态度 [103][164][165] - 管理层对公司的AI技术和Agent Force平台充满信心,认为这将是公司未来的重要增长引擎 [10][12][19][24] - 管理层预计未来一年内将有数千家客户使用Agent Force平台 [47] 其他重要信息 - 公司宣布现任CFO Amy Weaver将于下一财年末离任,公司启动全面的CFO继任搜索 [64][65][66][160][161][162] - 公司董事会成员Sandy和Susan在本季度不幸离世,公司表达了深切的哀悼 [114][115] 问答环节重要的提问和回答 问题1 **Keith Weiss 提问** 询问公司的增长动力来源,以及AI技术对定价的影响 [118][119] **Marc Benioff 和 Brian Millham 回答** - 公司增长来自于应用销售、数据云和Agent Force三大支柱 [121][122][123][127][128][130] - 公司将采用基于对话量的定价模式,预计未来将有数十亿个代理 [124][125][126] 问题2 **Kash Rangan 提问** 询问宏观环境和AI对人力需求的影响 [132][133][134] **Marc Benioff 回答** - 公司认为当前的购买环境将持续,但相信AI将大幅提升客户的生产力和效率 [135][136][137][138][139][140][141][142][143][144][145] 问题3 **Kirk Materne 提问** 询问客户如何快速部署Agent Force,以及数据云是否为前提条件 [147][148] **Marc Benioff 回答** - 客户可以快速部署Agent Force,不需要数据云也可以使用,但数据云可以提升准确性 [148][149][150][151][152][153][154][155]
Salesforce Raises Full-Year Profit Outlook
The Motley Fool· 2024-08-29 07:26
Salesforce's fiscal 2025 second-quarter results came in ahead of management guidance on several financial metrics.Customer relationship management specialist Salesforce (CRM -2.01%) reported fiscal 2025 second-quarter financial results on Wednesday that showed solid growth across multiple metrics. Second quarter revenue of $9.33 billion rose 8% year over year and exceeded internal guidance. Earnings per share (EPS) of $1.47 also topped management expectations. Overall, Salesforce's quarter (which ended July ...
Compared to Estimates, Salesforce.com (CRM) Q2 Earnings: A Look at Key Metrics
ZACKS· 2024-08-29 07:01
Salesforce.com (CRM) reported $9.33 billion in revenue for the quarter ended July 2024, representing a year-over-year increase of 8.4%. EPS of $2.56 for the same period compares to $2.12 a year ago.The reported revenue represents a surprise of +1.04% over the Zacks Consensus Estimate of $9.23 billion. With the consensus EPS estimate being $2.35, the EPS surprise was +8.94%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...
salesforce(CRM) - 2025 Q2 - Quarterly Report
2024-08-29 06:34
财务业绩 - 收入为185亿美元,同比增长10%[107] - 营业利润为35亿美元,营业利润率约为19%,同比提升8个百分点[108] - 每股摊薄净收益为3.03美元,同比增长103%[108] - 经营活动产生的现金流为71亿美元,同比增长35%[108] - 剩余履约义务为535亿美元,同比增长15%[109] - 在过去6个月内回购了约2500万股公司股票,总金额约65亿美元[109] - 在过去6个月内支付了约7.72亿美元的股息[109] - 总收入在三个月和六个月期间分别同比增长8%和10%[131] - 订阅和支持收入占总收入的94%和94%[127] - 订阅和支持收入同比增长9%和11%,主要由于新客户、升级和现有客户的额外订阅带来的业务量增加[131] - 专业服务及其他收入同比下降6%和8%,主要由于大型多年期转型项目需求减少以及部分项目延迟[131] - 毛利率为77%和77%,较上年同期提高2个百分点[127] - 剩余合同义务为535亿美元,较上年末下降6%[129] - 现金及等价物为126.36亿美元,较上年末下降11%[130] - 订阅和支持服务收入同比增长11%[135] - 美洲地区收入占总收入的66%,同比增长9%[138] - 欧洲和亚太地区收入占比分别为24%和10%,同比分别增长10%和11%[138] - 订阅和支持服务成本占总收入的17%,同比下降1个百分点[139] - 研发费用占总收入的15%,同比增加1个百分点[142] - 销售和营销费用占总收入的35%,同比下降2个百分点[142] - 税前利润率为20%,同比下降4个百分点[145] 现金流和财务状况 - 公司主要流动性来源包括现金、现金等价物和有价证券总计126亿美元,以及54亿美元的应收账款[146] - 公司预计未来12个月内现有现金、现金等价物、有价证券、经营活动产生的现金流以及必要时信用额度将足以满足营运资金、资本支出和债务需求[147] - 过去6个月经营活动产生的现金流主要来自30亿美元的净利润、18亿美元的折旧和摊销以及16亿美元的股份支付费用[149] - 过去6个月投资活动产生的现金流主要用于3.38亿美元收购Spiff公司、2.02亿美元的战略投资以及3亿美元的资本支出[150] - 过去6个月筹资活动产生的现金流主要用于65亿美元的股票回购、10亿美元的偿还债务以及7.72亿美元的股息支付[151] - 公司有84亿美元的未偿还债务,并于2024年7月31日符合所有债务契约[151] - 公司有30亿美元的未使用信用额度,可用于一般公司用途包括并购[152] - 公司已获得总计300亿美元的股票回购授权,截至2024年7月31日尚有119亿美元未使用[153,154] 股息和回购 - 公司在2024年7月31日季度内进行了股票回购[223,224] - 公司宣布了以下股息(单位为百万美元,除每股股息外):3月14日记录日期,4月11日支付日期,每股0.40美元,388百万美元;7月9日记录日期,7月25日支付日期,每股0.40美元,388百万美元[155] 承诺和重组 - 公司主要承诺包括办公场所、数据中心和开发测试数据中心的租赁义务,以及计算机设备、软件、家具和固定装置的租赁。截至2024年7月31日,这些承诺的未来不可取消的最低付款额约为41亿美元[156] - 截至2024年7月31日,公司预计未来与重组计划相关的现金支付将在1.5亿美元至3亿美元之间,主要与裁员成本如遣散费有关[157] 财务风险 - 公司面临的主要财务风险包括外汇汇率、利率和股权投资风险[160] - 公司外汇敞口主要来自于多种货币的年度和多年期订阅、应收账款、内部转移定价安排和其他内部交易[161] - 公司持有的私募股权证券中有10只最大的占总投资组合的38%,如果这些公司的企业价值下降10%,公司投资组合的账面价值将下降约1.24亿美元[170] 其他 - 公司致力于成为一家有高标准诚信和透明度的有责任心的公司,并确保符合全球ESG法规[158] - 公司财务报告电话会议内容包含业绩总结、用户数据、未来展望和业绩指引、新产品和新技术研发、市场扩张和并购、其他新策略等方面[212]
Salesforce.com (CRM) Q2 Earnings and Revenues Surpass Estimates
ZACKS· 2024-08-29 06:16
Salesforce.com (CRM) came out with quarterly earnings of $2.56 per share, beating the Zacks Consensus Estimate of $2.35 per share. This compares to earnings of $2.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 8.94%. A quarter ago, it was expected that this customer-management software developer would post earnings of $2.38 per share when it actually produced earnings of $2.44, delivering a surprise of 2.52%.Over the last ...