赛富时业绩指引喜忧参半 承诺回购500亿美元股票

Core Viewpoint - Salesforce reported strong earnings but provided 2027 fiscal year revenue guidance below Wall Street expectations, leading to a 4% drop in stock price in after-hours trading [1][3]. Financial Performance - Adjusted earnings per share (EPS) were $3.81, exceeding the expected $3.04 [1][3]. - Revenue reached $11.2 billion, slightly above the forecast of $11.18 billion [1][3]. - Net profit was $1.94 billion, or $2.07 per share, up from $1.71 billion, or $1.75 per share, year-over-year [1][3]. - Revenue for the fourth quarter grew 12% year-over-year, marking the fastest growth rate in two years [1][3]. Stock Buyback and Market Performance - The company announced a $50 billion stock buyback program [1][3]. - Salesforce's stock has declined approximately 28% in 2026, while the S&P 500 index has increased by 1% during the same period [1][3]. Remaining Performance Obligations - Current remaining performance obligations total $35.1 billion, surpassing the consensus estimate of $34.53 billion [1][3]. Future Guidance - For the first fiscal quarter, adjusted EPS is projected to be between $3.11 and $3.13, with revenue expected between $11.03 billion and $11.08 billion, compared to analyst expectations of $3.00 EPS and $10.99 billion revenue [2][4]. - For the 2027 fiscal year, adjusted EPS is forecasted to be between $13.11 and $13.19, with revenue expected between $45.8 billion and $46.2 billion, indicating a growth of 10% to 11% [2][4].