Core Insights - Salesforce.com reported $10.26 billion in revenue for the quarter ended October 2025, marking an 8.6% year-over-year increase, with an EPS of $3.25 compared to $2.41 a year ago [1] - The reported revenue was in line with the Zacks Consensus Estimate, showing a slight surprise of -0.05%, while the EPS exceeded expectations by 14.04% [1] Financial Performance Metrics - Remaining performance obligation (RPO) - Current: $29.40 billion, exceeding the average estimate of $29.04 billion [4] - Remaining performance obligation (RPO) - Total: $59.50 billion, slightly above the estimated $59.05 billion [4] - Geographic Revenue - Americas: $6.7 billion, below the average estimate of $7.18 billion, but showing a year-over-year increase of 7.8% [4] - Geographic Revenue - Asia Pacific: $1.09 billion, surpassing the estimate of $1.02 billion, with a year-over-year growth of 9% [4] - Geographic Revenue - Europe: $2.47 billion, exceeding the average estimate of $2.05 billion, reflecting a 10.9% year-over-year increase [4] Revenue Breakdown - Revenues from Professional services and other: $533 million, below the average estimate of $541.51 million, representing a year-over-year decline of 5.7% [4] - Revenues from Subscription and support: $9.73 billion, slightly above the average estimate of $9.72 billion, with a year-over-year increase of 9.5% [4] - Revenues from Subscription and support - Agentforce Service: $2.5 billion, matching the estimate, with a year-over-year increase of 9.1% [4] - Revenues from Subscription and support - Agentforce Marketing and Agentforce Commerce: $1.36 billion, slightly below the estimate of $1.39 billion, with a year-over-year increase of 2% [4] - Revenues from Subscription and support - Agentforce 360 Platform, Slack and Other: $2.18 billion, exceeding the estimate of $2.07 billion, reflecting a year-over-year increase of 19.5% [4] - Revenues from Subscription and support - Agentforce Integration and Agentforce Analytics: $1.39 billion, below the estimate of $1.47 billion, with a year-over-year increase of 6.1% [4]

Core Insights - Salesforce.com reported $9.99 billion in revenue for the quarter ended January 2025, marking a year-over-year increase of 7.6% and an EPS of $2.78 compared to $2.29 a year ago, with a slight revenue miss against the Zacks Consensus Estimate of $10.02 billion, resulting in a surprise of -0.29% [1] - The company delivered an EPS surprise of +6.92%, with the consensus EPS estimate being $2.60 [1] Financial Performance Metrics - Remaining performance obligation (RPO) - Current: $30.2 billion versus the estimated $30.09 billion [4] - Remaining performance obligation (RPO) - Total: $63.4 billion compared to the average estimate of $63.06 billion [4] - Remaining performance obligation (RPO) - Noncurrent: $33.2 billion versus the average estimate of $32.47 billion [4] Geographic Revenue Breakdown - Revenue from the Americas: $6.66 billion, below the average estimate of $7.33 billion, with a year-over-year change of +7.8% [4] - Revenue from Asia Pacific: $999 million, exceeding the average estimate of $969.51 million, with a year-over-year change of +10.3% [4] - Revenue from Europe: $2.33 billion, significantly above the average estimate of $1.69 billion, with a year-over-year change of +5.9% [4] Revenue by Segment - Revenue from Professional services and other: $542 million, above the average estimate of $515.09 million, with a year-over-year change of +0.6% [4] - Revenue from Subscription and support: $9.45 billion, slightly above the average estimate of $9.44 billion, with a year-over-year change of +8% [4] - Revenue from Subscription and support - Service: $2.33 billion, slightly below the average estimate of $2.36 billion, with a year-over-year change of +7.8% [4] - Revenue from Subscription and support - Marketing and Commerce: $1.36 billion, slightly below the average estimate of $1.37 billion, with a year-over-year change of +6.5% [4] - Revenue from Subscription and support - Platform and Other: $1.92 billion, above the average estimate of $1.86 billion, with a year-over-year change of +11.5% [4] - Revenue from Subscription and support - Integration and Analytics: $1.72 billion, below the average estimate of $1.76 billion [4] Stock Performance - Salesforce.com shares have returned -15% over the past month, compared to the Zacks S&P 500 composite's -2.3% change, with a current Zacks Rank 3 (Hold) indicating potential performance in line with the broader market [3]