salesforce(US:CRM) Xin Lang Cai Jing·2025-12-03 06:49Core Viewpoint - Salesforce (CRM.US) is set to release its Q3 earnings report on December 3, with analysts projecting an EPS of $2.86, an 18.7% year-over-year increase, and revenue of $10.27 billion, an 8.8% year-over-year increase [1] Group 1: Financial Performance Expectations - Analysts expect Salesforce's Q3 revenue to fall between $10.24 billion and $10.29 billion, following a previous quarter where both revenue and profit exceeded market expectations [1] - The company has a strong historical performance, with 88% of quarterly EPS exceeding market expectations and 75% of quarterly revenue surpassing forecasts over the past two years [2] Group 2: AI and Strategic Developments - Salesforce has been active in AI and M&A, forming partnerships with Google, OpenAI, and Anthropic, and acquiring Informatica, Spindle AI, and Regrello, while also updating its AI platform Agentforce [1] - Some analysts express caution regarding the company's AI progress, noting that Salesforce's stock has been affected by the recent downturn in AI-related stocks [2] Group 3: Market Sentiment and Stock Performance - The stock has seen a nearly 9% decline over the past month and a cumulative drop of about 30% year-to-date [2] - Analysts have made 22 upward revisions and 14 downward revisions to EPS expectations in the last three months, while revenue expectations have seen 11 upward and 21 downward revisions [2]