Core Insights - Salesforce.com reported $10.24 billion in revenue for the quarter ended July 2025, marking a year-over-year increase of 9.8% and an EPS of $2.91 compared to $2.56 a year ago, exceeding Zacks Consensus Estimates [1] - The revenue surprise was +1.02% over the estimated $10.13 billion, while the EPS surprise was +5.05% over the consensus estimate of $2.77 [1] Financial Performance Metrics - Remaining performance obligation (RPO) - Current: $29.40 billion, exceeding the average estimate of $29.10 billion [4] - Remaining performance obligation (RPO) - Total: $59.90 billion, slightly above the average estimate of $59.85 billion [4] - Remaining performance obligation (RPO) - Noncurrent: $30.50 billion, below the average estimate of $30.74 billion [4] Geographic Revenue Breakdown - Revenue from the Americas: $6.74 billion, below the average estimate of $6.97 billion, with a year-over-year change of +8.6% [4] - Revenue from Asia Pacific: $1.07 billion, above the average estimate of $1.02 billion, with a year-over-year change of +13.9% [4] - Revenue from Europe: $2.43 billion, exceeding the average estimate of $2.15 billion, with a year-over-year change of +11.2% [4] Revenue Segmentation - Revenue from Professional services and other: $546 million, above the estimated $535.15 million, representing a year-over-year decrease of -2.7% [4] - Revenue from Subscription and support: $9.69 billion, slightly above the average estimate of $9.6 billion, with a year-over-year change of +10.6% [4] - Revenue from Subscription and support - Service: $2.46 billion, slightly below the average estimate of $2.47 billion, with a year-over-year change of +8.9% [4] - Revenue from Subscription and support - Marketing and Commerce: $1.37 billion, matching the average estimate, with a year-over-year change of +4.4% [4] - Revenue from Subscription and support - Platform and Other: $2.08 billion, exceeding the average estimate of $2.01 billion, with a year-over-year change of +16.7% [4] - Revenue from Subscription and support - Integration and Analytics: $1.52 billion, above the average estimate of $1.49 billion [4]

Group 1 - Workiva reported revenue of $215.19 million for the quarter ended June 2025, reflecting a year-over-year increase of 21.2% [1] - The company's EPS for the quarter was $0.19, up from $0.16 in the same period last year, indicating a significant improvement [1] - Workiva's revenue exceeded the Zacks Consensus Estimate of $208.98 million by 2.97%, and the EPS surpassed the consensus estimate of $0.05 by 280% [1] Group 2 - Subscription and support revenue was $198.22 million, exceeding the average estimate of $192.8 million by analysts, with a year-over-year growth of 23.3% [4] - Professional services revenue reached $16.96 million, slightly above the estimated $16.31 million, marking a 1.2% increase compared to the previous year [4] - Gross profit from subscription and support was $166.4 million, surpassing the average estimate of $161.62 million, while gross profit from professional services was $3.8 million, below the estimated $4.25 million [4] Group 3 - Workiva's stock has returned -2% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The company currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Group 1 - Workiva reported $206.28 million in revenue for the quarter ended March 2025, a year-over-year increase of 17.4% [1] - The EPS for the same period was $0.14, down from $0.22 a year ago, with a surprise of +100.00% compared to the consensus estimate of $0.07 [1] - The reported revenue exceeded the Zacks Consensus Estimate of $203.87 million by +1.18% [1] Group 2 - Subscription and support revenue was $185.51 million, surpassing the average estimate of $184.23 million, reflecting a year-over-year change of +19.7% [4] - Professional services revenue reached $20.77 million, exceeding the average estimate of $19.60 million, with a year-over-year change of +0.4% [4] - Gross profit for professional services (non-GAAP) was $7.48 million, above the average estimate of $6.69 million, while subscription and support gross profit (non-GAAP) was $154.79 million, slightly above the average estimate of $153.98 million [4] Group 3 - Workiva's shares have returned -2.4% over the past month, compared to the Zacks S&P 500 composite's -0.7% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]