CRM Earnings Prediction
The chart below shows how CRM performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CRM sees a -1.71% change in stock price 10 days leading up to the earnings, and a -1.98% change 10 days following the report. On the earnings day itself, the stock moves by +1.50%. This data can give you a slight idea of what to expect for the next quarter's release.
CRM Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
9.44B
8.30%
1.28%
Gross Margin
77.71%
3.21%
1.12%
Operating Margin
20.64%
15.70%
2.28%
Net Margin
16.17%
15.17%
5.55%
EPS
1.58
26.40%
7.48%
No Data Available
CRM Earnings Analysis
Salesforce, Inc. Corporation (CRM.N) Earnings Conference Call
Positive
Q3 Revenue Increase: Q3 revenue was $9.44 billion, up 8% year-over-year in nominal and constant currency, driven by resilience in our core clouds.
Subscription Revenue Growth: Subscription and support revenue grew 9% year-over-year in nominal and constant currency, led by another quarter of double-digit growth in both sales and service, driven by strong ARPU growth.
Operating Cash Flow Increase: Q3 operating cash flow was $2 billion, up 29% year-over-year.
Free Cash Flow Increase: Q3 free cash flow was $1.8 billion, up 30% year-over-year.
Record Operating Margin Achievement: Our GAAP operating margin hit 20% for the first time in company history.
Negative
Q3 Revenue Performance: Q3 revenue was $9.44 billion, up 8% year-over-year in nominal and constant currency, driven by resilience in our core clouds. Subscription and support revenue grew 9% year-over-year in nominal and constant currency, led by another quarter of double-digit growth in both sales and service, driven by strong ARPU growth.
Service Cloud Customer Growth: We are seeing incredible traction with our customers as add-ons to many of our Service Cloud offerings. Obviously, you know Service Cloud is our largest cloud and our initial Agent for ce opportunity is with our Service Cloud customers right now and we saw a ton of add-ons happening in our customer base with Service Cloud.
App Integration Strategy: We have been aggressively invested in integrating all of our apps on a single core platform with shared services for security, workflow, user interfaces, and more. We've been rewriting all of our acquisitions into that common area.
Guidance Range Adjustment: We are raising the low end of our guidance range to $37.8 billion and maintaining the high end at $38 billion, growth of approximately 8% to 9% year-over-year, reflecting the strong execution and revenue outperformance over the last two quarters.
Operating Margin Improvement: For fiscal year '25, GAAP operating margin guidance to 32.9%, representing a 240 basis point improvement year-over-year. This incorporates intentional investments in growth opportunities, most notably in Agent for ce and Data Cloud.
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CRM Earning Call Sentiment
Salesforce, Inc. (CRM) Q3 2025 Earnings Call Transcript
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CRM.N
3.96%Positive
Salesforce shows strong financial performance with increased revenue, margins, and cash flow. The strategic focus on AI and multi-cloud integration is promising, despite early-stage challenges with Agentforce. Shareholder returns through dividends and buybacks are robust. Risks include competition and regulatory compliance, but optimistic guidance and new product traction suggest positive sentiment. The Q&A reveals interest in Agentforce, though management's clarity needs improvement. Overall, the financial and strategic outlook supports a positive stock price movement, likely in the 2% to 8% range.