Salesforce.com (CRM) Q2 Earnings and Revenues Beat Estimates

Group 1: Earnings Performance - Salesforce.com reported quarterly earnings of $2.91 per share, exceeding the Zacks Consensus Estimate of $2.77 per share, and up from $2.56 per share a year ago, representing an earnings surprise of +5.05% [1] - The company posted revenues of $10.24 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 1.02%, compared to $9.33 billion in the same quarter last year [2] - Over the last four quarters, Salesforce.com has surpassed consensus EPS estimates three times and topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Salesforce.com shares have declined approximately 24.4% since the beginning of the year, while the S&P 500 has gained 9.1% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the upcoming quarter is $2.85 on revenues of $10.29 billion, and for the current fiscal year, it is $11.30 on revenues of $41.17 billion [7] Group 3: Industry Context - The Computer - Software industry, to which Salesforce.com belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact stock performance [5] - The Zacks Rank for Salesforce.com is currently 3 (Hold), suggesting that the shares are expected to perform in line with the market in the near future [6]