CRM
Salesforce, Inc.254.91
+0.33+0.13%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
242.67BP/E (TTM)
34.03Basic EPS (TTM)
7.49Dividend Yield
0.01%Recent Filings
10-Q
8-K
8-K
8-K
Salesforce targets $60B+ FY30 revenue
Salesforce unveiled a bold FY30 revenue target exceeding $60 billion, excluding Informatica, projecting a 10%+ organic CAGR from FY26 to FY30, while introducing a Profitable Growth Framework aiming for a combined subscription growth and non-GAAP operating margin of 50 by FY30. This strategy leverages surging AI momentum, with Data and AI hitting $1.2 billion in Q2—up 120% year-over-year—and Agentforce contributing $440 million in ARR, adopted by over 12,000 customers. Agentforce accelerates growth. Yet forward-looking goals hinge on market risks and execution amid uncertainties.
10-Q
Q2 FY2026 results
Salesforce posted solid Q2 FY2026 results, with total revenues climbing 10% year-over-year to $10.2B, driven by 11% growth in subscription and support to $9.7B, while professional services dipped 3% to $546M. Operating income surged 31% to $2.3B, lifting the margin to 23% from 19%, thanks to tighter cost controls amid restructuring; diluted EPS rose 33% to $1.96 on 962 million shares, aligning with reported figures. Cash from operations for the half-year hit $7.2B, up 1% year-over-year, with free cash flow at $6.9B after $314M capex (derived); quarter-end cash and equivalents stood at $10.4B, supporting $8.4B in noncurrent debt at fixed rates through 2061, plus $5B revolver availability. The pending $8B Informatica acquisition, eyed for Q4 FY2026 close with cash and new debt, bolsters AI data management. Yet competition in cloud and AI markets remains fierce.
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