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 -1.63% change in stock price 10 days leading up to the earnings, and a -1.44% change 10 days following the report. On the earnings day itself, the stock moves by +1.32%. 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
9.99B
7.60%
5.81%
Gross Margin
77.81%
1.22%
0.13%
Operating Margin
21.19%
9.62%
2.66%
Net Margin
17.09%
9.76%
5.69%
EPS
1.75
19.05%
10.76%
No Data Available
CRM Earnings Analysis
Salesforce Inc Corporation (CRM.N) Earnings Conference Call
Positive
Record Revenue Achievement: Salesforce achieved a record $10 billion in revenue for Q4, marking its first $10 billion quarter, which is an 8% year-over-year increase.
Full-Year Revenue Growth: The company reported a full-year revenue of $37.9 billion, up 9% year-over-year, showcasing strong growth across its business.
Record Operating Cash Flow: Operating cash flow reached a record $13.1 billion for the full year, up 28% year-over-year, indicating strong cash generation capabilities.
Data Cloud Revenue Surge: Salesforce's Data Cloud and AI products, including Agentforce, saw significant growth, with $900 million in annual recurring revenue and a 120% year-over-year increase.
Agentforce Deal Growth: The company closed over 3,000 paid Agentforce deals in Q4, demonstrating strong customer adoption and interest in its AI capabilities.
Operating Margin Improvement: Salesforce's non-GAAP operating margin improved to 33%, up 250 basis points year-over-year, reflecting disciplined expense management and operational efficiency.
Record Remaining Performance Obligation: The remaining performance obligation (RPO) surpassed $60 billion for the first time, indicating strong long-term customer commitment and business durability.
Multi-Cloud Strategy Success: Salesforce's multi-cloud strategy is gaining traction, with all top 10 deals in Q4 including AI, Data Cloud, and Industry Clouds, highlighting the integrated value proposition.
International Market Momentum: The company is seeing strong momentum in international markets, with nearly half of its top 100 wins being international, showcasing global expansion.
Shareholder Value Commitment: Salesforce's capital return program returned over $21 billion to shareholders, demonstrating a commitment to shareholder value.
Negative
Slowing Sales Growth: Sales growth is slowing, with Q4 revenue growth at 8% year-over-year, which is lower than previous quarters.
Foreign Exchange Impact: The company faced a $75 million foreign exchange headwind in Q4, impacting revenue growth.
Professional Services Headwind: Professional services are expected to remain a headwind to growth in FY'26, affecting overall revenue guidance.
Modest Revenue Contribution: Despite strong performance in Data Cloud and AI, the contribution from Agentforce to revenue in FY'26 is expected to be modest as adoption is still early.
Customer Retention Challenges: Attrition rates are projected to remain slightly above 8% for the full year, indicating potential customer retention issues.
Growth Challenges in Q4: MuleSoft and Tableau had tough prior year comparisons, which negatively impacted their growth in Q4.
Foreign Exchange Impact: The company anticipates a $200 million headwind from foreign exchange in FY'26, which could further affect revenue growth.
CRM FAQs
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CRM Earning Call Sentiment
Salesforce, Inc. (CRM) Q4 2025 Earnings Call Transcript
CRM.N
-6.01%Positive
Salesforce's earnings call shows strong financial performance with 9% revenue growth and improved operating margins. The positive guidance for FY25 and FY26, along with significant shareholder returns through dividends and buybacks, further supports a positive outlook. Despite competitive and regulatory risks, the successful launch of Agentforce and its integration with existing products suggests a strong market position. The Q&A session highlighted potential growth from Agentforce, though management was vague on specifics. Overall, the company's financial health and strategic initiatives suggest a positive stock price movement in the near term.
