Salesforce walked into earnings priced like an AI bystander and walked out with the kind of record quarter that leaves very little to argue with. Revenue roughly matched forecasts, profit was miles above them, the sales backlog grew double digits, and the AI and data business closed in on a $1.4 billion run-rate. In after-hours trading, the stock jumped more than 5%. Heading into the print, the setup looked very different. The stock was down about 30% for the year and trading near the bottom of its 52-wee ...

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Core Insights - The customer-relationship management platform has raised its full-year revenue outlook to a range of $41.45 billion to $41.55 billion [1] - The company reported a third-quarter profit of $2.09 billion [1] Revenue Outlook - The updated full-year revenue forecast indicates a positive growth trajectory for the company, suggesting strong demand for its services [1] - The revenue outlook reflects an increase compared to previous estimates, highlighting the company's robust performance [1] Profit Performance - The reported third-quarter profit of $2.09 billion demonstrates the company's effective cost management and operational efficiency [1] - This profit figure indicates a solid financial position, contributing to investor confidence in the company's future prospects [1]

Core Insights - Salesforce Inc. provided a stronger-than-expected revenue forecast for the current quarter, indicating an increase in customer spending on its Agentforce artificial intelligence tools [1] Group 1 - The revenue forecast suggests a positive trend in customer investment in AI solutions [1] - The performance of Agentforce tools is becoming a significant driver for Salesforce's growth [1]

Core Insights - Salesforce reported third-quarter revenue of $10.26 billion, slightly below the estimated $10.28 billion [1] - The adjusted operating margin for the third quarter was 35.5% [1] - The adjusted earnings per share for the third quarter were $3.25 [1] - For the fourth quarter, the company expects revenue between $11.13 billion and $11.23 billion, surpassing analyst expectations of $10.91 billion [1]

Core Insights - The Q3 earnings season has shown solid results, with a projected 13.4% increase in earnings per share for S&P 500 companies, marking the fourth consecutive quarter of double-digit growth [2][41] - Retailers are reporting mixed results, reflecting the impact of softening consumer sentiment as the holiday shopping season approaches [4][19] Earnings Reports - **Dollar General**: Reported fiscal Q3 earnings that exceeded Wall Street expectations, resulting in a 4% stock increase [5] - **Five Below**: Achieved a 23.1% year-over-year increase in net sales to $1 billion, with earnings per share of $0.66, surpassing estimates of $0.26 [7][8] - **Snowflake**: Revenue grew 29% year-over-year to $1.15 billion, but guidance fell short of expectations, leading to an 8% drop in stock [10][11][13] - **Salesforce**: Reported Q3 earnings per share of $3.25, beating estimates, and revenue of $10.27 billion, which was in line with expectations [14] - **Dollar Tree**: Revenue increased 9.4% to $4.75 billion, with adjusted earnings per share of $1.21, exceeding expectations [16][18] - **Macy's**: Revenue of $4.7 billion was slightly above estimates, with adjusted earnings per share of $0.09, better than the expected loss [19][20] - **American Eagle Outfitters**: Reported a profit per share of $0.53, exceeding estimates, and revenue increased by 6% year-over-year [25][26] - **CrowdStrike**: Revenue rose 22% to $1.23 billion, leading to an increase in full-year guidance [28][29] - **Okta**: Revenue rose 12% to $742 million, beating estimates, with adjusted profit per share of $0.82 [32] - **Marvell**: Reported earnings per share of $2.20 on revenue of $2.07 billion, but stock fell 6% after announcing an acquisition [33][34] Market Reactions - Despite solid earnings, market reactions have been more subdued than usual, with stocks of companies beating earnings expectations rising only 0.4% on average, below the five-year average of 0.9% [41][42] - Companies missing earnings estimates have seen an average stock decrease of 5%, significantly higher than the five-year average decline of 2.6% [43]

Group 1 - Salesforce reported Q3 revenue of $10.26 billion, slightly below analyst expectations of $10.28 billion [1] - The company revised its full-year revenue forecast to $41.45 billion to $41.55 billion, up from the previous estimate of $41.1 billion to $41.3 billion [1]

Salesforce gave an outlook for revenue in the current period that topped analysts’ estimates, suggesting the software company is persuading customers to buy its AI tools. https://t.co/Iiqjhn5Rmz ...

Core Insights - Salesforce reported better-than-expected earnings and revenue guidance for the fourth quarter, leading to a rise in stock price during extended trading [1][2] - The company experienced an 8.6% revenue increase year-over-year in the fiscal third quarter, with net income rising to $2.09 billion from $1.53 billion [1] - For the fiscal fourth quarter, Salesforce anticipates adjusted earnings per share between $3.02 and $3.04, with revenue projected between $11.13 billion and $11.23 billion, indicating a growth rate of 11% to 12% [2] Financial Performance - In the fiscal third quarter, Salesforce's revenue was $10.26 billion, slightly below the expected $10.27 billion, while adjusted earnings per share were $3.25, exceeding the expected $2.86 [6] - The net income for the third quarter was $2.09 billion, or $2.19 per share, boosted by a $263 million gain from strategic investments [1] - Annualized revenue from the newly introduced Agentforce AI software surged 330% year-over-year, exceeding $500 million [5] Strategic Moves - Salesforce made strategic acquisitions of AI startups Regrello and Waii during the fiscal third quarter, enhancing its AI capabilities [4] - The company launched Agentforce AI software aimed at automating IT service requests and set a fiscal 2030 revenue target of $60 billion, surpassing analyst expectations [4] Market Context - Salesforce's stock has underperformed compared to the broader tech sector, down 29% in 2025, while the Nasdaq has gained approximately 21% [3] - Concerns regarding the impact of artificial intelligence on Salesforce's product capabilities have contributed to the stock's underperformance [3]

Core Viewpoint - Salesforce has raised its fiscal 2026 revenue forecast, driven by strong enterprise demand for its artificial intelligence agent platform [1] Group 1 - The company anticipates growth from its artificial intelligence agent platform [1] - Strong enterprise demand is a key factor in the revenue forecast increase [1]