Core Viewpoint - Salesforce reported strong fourth-quarter earnings, exceeding market expectations, and announced a significant stock buyback plan, indicating confidence in future growth [1] Financial Performance - Revenue for the fourth quarter increased by 12% year-over-year to $11.2 billion, slightly above market expectations of $11.18 billion [1] - Net profit rose by 13% year-over-year to $1.94 billion, with adjusted earnings per share of $3.81, surpassing market expectations of $3.04 [1] Key Metrics - Annual recurring revenue from Agentforce surged by 169% year-over-year to $800 million [1] - The company announced a $50 billion stock buyback plan and increased its quarterly dividend, which management characterized as an "excellent buying opportunity" [1]

Core Viewpoint - Salesforce reported strong fourth-quarter earnings, exceeding market expectations, which led to a 3.3% increase in its stock price to $198.08 [1] Financial Performance - Revenue for the fourth quarter increased by 12% year-over-year to $11.2 billion, slightly above market expectations of $11.18 billion [1] - Net profit rose by 13% year-over-year to $1.94 billion, with adjusted earnings per share of $3.81, surpassing the market forecast of $3.04 [1] Key Metrics - Annual recurring revenue from Agentforce surged by 169% year-over-year to $800 million [1] - The company announced a $50 billion stock buyback plan and increased its quarterly dividend, which management characterized as a "fantastic buying opportunity" [1]

Group 1 - Salesforce reported a 12% year-over-year revenue growth for Q4, reaching $11.2 billion, slightly above market expectations of $11.18 billion [1] - The company's net profit increased by 13% year-over-year to $1.94 billion, with adjusted earnings per share of $3.81, exceeding market expectations of $3.04 [1] - Despite strong Q4 results, the company's guidance for the new fiscal year disappointed the market, projecting revenue between $45.8 billion and $46.2 billion, aligning closely with market expectations of $46.06 billion [1] Group 2 - Salesforce anticipates an organic subscription revenue growth rate of 8% for the full year, which is below investor expectations of 10% [1] - Analyst Kirk Materne from Evercore ISI stated that a return to a 10% organic subscription growth rate is crucial for rebuilding investor confidence in Salesforce [1]

在客户服务软件制造商Salesforce公布稳健业绩，但其2027财年营收预期低于华尔街预测后，该公司股 价在周三盘后交易中下跌4%。 以下是该公司业绩与伦敦证券交易所集团（LSEG）共识预期的对比： 每股收益：调整后为3.81美元 vs． 预期3.04美元 营收：112.0亿美元 vs． 预期111.8亿美元 根据一份声明，Salesforce截至1月31日的第四财季营收同比增长12%。这是该公司两年来最快的增速。 该公司表示，已拨出500亿美元用于新的股票回购。截至周四收盘，Salesforce股价在2026年内已下跌约 28%，而同期标普500指数上涨了1%。 净利润为19.4亿美元，合每股2.07美元，高于去年同期的17.1亿美元，合每股1.75美元。调整后每股收益 剔除了基于股票的薪酬支出、购买的无形资产摊销和重组成本。 当前剩余履约义务（指已签约但未确认的营收以及将在未来一年确认为营收的未开票金额总和）为351 亿美元。该数字高于StreetAccount统计的345.3亿美元共识预期。 对第一财季的业绩指引包括：调整后每股收益3.11至3.13美元，营收110.3亿至110.8亿美元。接受LSE ...