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Jul 31, 2024

Salesforce Q2 2025 Earnings Report

Salesforce's Q2 2025 financial results were announced, demonstrating growth in revenue, operating margin, and cash flow.

Key Takeaways

Salesforce reported strong Q2 2025 results, with revenue reaching $9.33 billion, up 8% year-over-year. The company's GAAP operating margin was 19.1%, and non-GAAP operating margin was 33.7%. Salesforce raised its full-year non-GAAP operating margin and cash flow growth guidance.

Revenue reached $9.33 billion, an 8% increase year-over-year.

GAAP operating margin was 19.1%, while non-GAAP operating margin was 33.7%.

Current Remaining Performance Obligation (cRPO) increased by 10% year-over-year to $26.5 billion.

Free cash flow was $0.76 billion, up 20% year-over-year.

Total Revenue
$9.33B
Previous year: $8.6B
+8.4%
EPS
$2.56
Previous year: $2.12
+20.8%
Current RPO
$26.5B
Previous year: $24.1B
+10.0%
Gross Profit
$7.17B
Previous year: $6.49B
+10.4%
Cash and Equivalents
$12.6B
Previous year: $6.77B
+86.6%
Free Cash Flow
$998M
Previous year: $630M
+58.4%
Total Assets
$92.2B
Previous year: $92.4B
-0.3%

Salesforce

Salesforce

Salesforce Revenue by Segment

Salesforce Revenue by Geographic Location

Forward Guidance

Salesforce anticipates revenue between $9.31 billion and $9.36 billion for Q3 FY25, representing a 7% year-over-year increase. The company maintains its full-year revenue guidance of $37.7 billion to $38.0 billion, reflecting an 8-9% year-over-year growth.

Positive Outlook

  • Third Quarter FY25 Revenue Guidance of $9.31 Billion to $9.36 Billion, up 7% Y/Y
  • Maintains Full Year FY25 Revenue Guidance of $37.7 Billion to $38.0 Billion, up 8% - 9% Y/Y
  • Maintains Full Year FY25 Subscription & Support Revenue Growth Guidance of Slightly Below 10% Y/Y & Approximately 10% in CC
  • Updates Full Year FY25 GAAP Operating Margin Guidance to 19.7%
  • Updates non-GAAP Operating Margin Guidance to 32.8%

Revenue & Expenses

Visualization of income flow from segment revenue to net income