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Oct 31, 2024
Salesforce Q3 2025 Earnings Report
Salesforce's financial performance was strong, marked by revenue growth, margin expansion, and robust cash flow.
Key Takeaways
Salesforce announced its Q3 fiscal year 2025 results, reporting $9.44 billion in revenue, up 8% year-over-year. The company's GAAP diluted net income per share was $1.58, and non-GAAP diluted net income per share was $2.41. Salesforce also raised its full-year fiscal 2025 revenue guidance to $37.8 billion to $38.0 billion.
Revenue reached $9.44 billion, an 8% increase year-over-year.
GAAP diluted net income per share was $1.58, while non-GAAP diluted net income per share was $2.41.
GAAP operating margin was 20.0%, and non-GAAP operating margin was 33.1%.
Current remaining performance obligation reached $26.4 billion, a 10% increase year-over-year.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Salesforce anticipates continued growth and profitability in the next quarter.
Positive Outlook
- Q4 FY25 Revenue Guidance of $9.90 Billion - $10.10 Billion, up 7% - 9% Y/Y
- Full Year FY25 Revenue Guidance to $37.8 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
- Raises Full Year FY25 GAAP Operating Margin Guidance to 19.8%
- Raises non-GAAP Operating Margin Guidance to 32.9%
Challenges Ahead
- Revenue FX impact of ($25M) Y/Y
- Current Remaining Performance Obligation Growth (Y/Y) Approximately 9%
- Current Remaining Performance Obligation FX Impact ($100M) Y/Y
- GAAP tax provision is expected to be approximately 26.0% for the three months ended January 31, 2025
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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