未知机构：CRMFY25Q3财报点评收入超预期Agentforce商业化可期-20241204

Company and Industry Summary Company Overview - Company: Salesforce - Fiscal Year: FY25 - Quarter: Q3 Key Financial Metrics - Revenue: $9.44 billion for FY25 Q3, representing an 8% year-over-year increase, exceeding Bloomberg consensus estimate by $935 million [1] - Non-GAAP EPS: $2.41, slightly below Bloomberg consensus estimate of $2.44 [1] - Remaining Performance Obligations (RPO): $53.1 billion, a 10% year-over-year increase [1] - Current Performance Obligations (PRO): $26.4 billion, also a 10% year-over-year increase [1] Performance Guidance - FY25 Q4 Revenue Guidance: Expected between $9.9 billion and $10.1 billion, a year-over-year increase of 7%-9%, with the midpoint slightly below consensus estimate of $10.05 billion [2] - FY25 Non-GAAP EPS Guidance: Expected between $2.57 and $2.62, with the midpoint slightly below consensus estimate of $2.65 [2] - FY25 Total Revenue Guidance: Expected between $37.8 billion and $38 billion, an 8%-9% year-over-year increase, with the lower end of the guidance raised from previous estimates [2] - FY25 Non-GAAP EPS Guidance Adjustment: Revised down to a range of $9.98 to $10.03 from a previous range of $10.03 to $10.11, with the midpoint slightly below consensus estimate of $10.10 [2] Incremental Business - Agentforce - Commercialization: AgentForce officially launched in the last week of the quarter, achieving 200 transactions within just one week, with over 10,000 agents currently involved [3] - Processing Volume: Agentforce is expected to handle 60 million conversations and 2 million support cases annually through the CRM help portal [3] - Ecosystem Development: 75% of Agentforce transactions in Q3 involved global partners, with over 80,000 system integrators trained and hundreds of ISVs and technology partners establishing and selling agents [3] - Future Developments: AgentForce 2.0 is set to be officially released on December 17 [3]