- Adjusted EPS: $2.44, which beats the estimate of $2.38 and significantly higher than last year’s $1.69.
- Revenue: $9.13 billion, an 11% increase year-over-year, slightly missing the estimate of $9.15 billion.
- Subscription and Support Revenue: $8.59 billion, up 12% y/y, slightly above the estimate of $8.57 billion.
- Sales Revenue: $2.00 billion, an increase of 10% y/y, in line with the estimate of $1.99 billion.
- Service Revenue: $2.18 billion, up 11% y/y but slightly below the estimate of $2.19 billion.
- Platform and Other Revenue: $1.72 billion, a 9.6% increase y/y, missing the estimate of $1.75 billion.
- Marketing and Commerce Revenue: $1.28 billion, a 9.6% increase y/y, meeting the estimate of $1.28 billion.
- Professional Services and Other Revenue: $548 million, down 9.4% y/y, below the estimate of $577 million.
- Unearned Revenue: End of period, $16.06 billion, below the estimate of $16.45 billion.
- Adjusted Income from Operations: $2.93 billion, up 29% y/y, slightly below the estimate of $2.95 billion.
- Adjusted Operating Margin: 32.1% vs. 27.6% y/y, matching the estimate of 32.1%.
- Free Cash Flow: $6.08 billion, an impressive increase of 43% y/y, beating the estimate of $5.33 billion.
- Q2 FY25 Revenue Guidance: $9.20 – $9.25 billion, an increase of 7% – 8% y/y.
- Full Year FY25 GAAP Operating Margin Guidance: Lowered to 19.9%.
- Full Year FY25 Non-GAAP Operating Margin Guidance: Maintained at 32.5%.
- Full Year FY25 Revenue Guidance: Maintained at $37.7 – $38.0 billion, an increase of 8% – 9% y/y.
- Full Year FY25 Subscription & Support Revenue Growth Guidance: Lowered to slightly below 10% y/y and approximately 10% in constant currency.
- Full Year FY25 Operating Cash Flow Growth Guidance: Maintained at 21% – 24% y/y.
- Analyst Recommendations: 42 buys, 13 holds, and 1 sell.
“`
Salesforce.Com Inc on Smartkarma
Analyst coverage of Salesforce.Com Inc on Smartkarma, an independent investment research network, has been positive according to reports by Baptista Research. In one report titled “Salesforce.com Inc: Can The Spiff Acquisition Truly Enhance Their Offerings & Create Synergies? – Major Drivers,” the analyst highlights Salesforce’s strong Q4 and full-year results for fiscal 2024, showcasing growth in revenue, margin, EPS, cash flows, and cRPO. The report notes the significant transformation in Salesforce and its industry, driven largely by advancements in artificial intelligence.
In another report by Baptista Research titled “Salesforce Inc.: Can The Acquisition Of Airkit.ai Be A Game Changer? – Major Drivers,” the analyst underscores Salesforce’s impressive double-digit revenue growth, exceeding market expectations, with a non-GAAP margin surpassing 30%. Salesforce’s achievements in the quarter include securing major deals, expanding its customer base through the Data Cloud, and introducing innovative technologies like Einstein GPT Copilots. These reports provide valuable insights for investors following the developments of Salesforce.Com Inc in the market.
A look at Salesforce.Com Inc Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 3 | |
| Resilience | 4 | |
| Momentum | 4 | |
| OVERALL SMART SCORE | 3.0 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Based on Smartkarma Smart Scores, Salesforce.Com Inc shows a promising long-term outlook. With above-average scores in Growth, Resilience, and Momentum, the company appears poised for continued success. A score of 3 in Growth suggests that Salesforce.Com Inc is well-positioned for future expansion and development within its industry. Furthermore, a score of 4 in Resilience indicates that the company is equipped to withstand challenges and adapt to changing market conditions. Combined with a Momentum score of 4, which reflects positive market sentiment and performance, Salesforce.Com Inc seems to have a strong foundation for sustained growth.
salesforce.com, inc. offers on-demand software services, specializing in customer relationship management solutions for businesses globally. Their technology platform enables customers and developers to create and manage business applications effectively. Utilizing salesforce.com’s services, clients can efficiently oversee their customer relationships, sales activities, and operational data. With a solid focus on innovation and customer-centric solutions, Salesforce.Com Inc stands out as a key player in the software industry, set for continued growth and success.
Disclaimer: This article by Smartkarma is general in nature and based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
Have feedback on this article? Concerned about the content? Get in touch with us directly.
💡 Before it’s here, it’s on Smartkarma
Sign Up for Free
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
- ✓ Unlimited Research Summaries
- ✓ Personalised Alerts
- ✓ Custom Watchlists
- ✓ Company Analytics and News
- ✓ Events & Webinars
