Salesforce, Inc. (CRM) Q3 2025 Earnings Call Transcript Summary
Salesforce, Inc. (CRM) Q3 2025 Earnings Call Transcript Summary
Non-GAAP operating margin improved by 190 basis points to 33.1%, and GAAP operating margin reached 20% for the first time.The following is a summary of the Salesforce, Inc. (CRM) Q3 2025 Earnings Call Transcript:
以下是赛富时公司 (CRM) 2025年第3季度业绩会的摘要：
Financial Performance:
财务表现：
Salesforce reported Q3 revenue of $9.44 billion, reflecting an 8% year-over-year growth in both nominal and constant currency.
Subscription and support revenue also grew by 9% year-over-year in both nominal and constant currency, primarily driven by double-digit growth in sales and service clouds.
Non-GAAP operating margin improved by 190 basis points to 33.1%, and GAAP operating margin reached 20% for the first time.
Q3 non-GAAP EPS was reported at $2.41, with adjustments for a strategic investments portfolio bringing it to $2.59.
赛富时报告第3季度营业收入为$94.4亿，反映出在名义货币和恒定货币下都有8%的同比增长。
订阅和压力位收入在名义货币和恒定货币下同比增长了9%，主要是由于销售和服务云实现了两位数的增长。
非公认会计准则营业利润率提高了190个基点，达到了33.1%，而公认会计准则营业利润率首次达到了20%。
第3季度非公认会计准则每股收益报告为$2.41，经过对战略投资组合的调整后，增至$2.59。
Business Progress:
业务进展：
Salesforce introduced 'Agentforce', a new AI platform for digital labor, which went live at the end of the quarter with 200 deals already closed.
Data Cloud continues to be integral, included in eight of the top ten deals, with increased focus on harmonizing customer data for efficient AI deployment.
Continued commitment to product integration and platform enhancement under the 'more core' initiative, to consolidate all apps on a single platform.
Salesforce is hiring 1,400 additional AEs globally in Q4 to manage increasing demand for their AI solutions.
赛富时推出了“Agentforce”，一个新的人工智能数字劳动力平台，该平台在季度末上线，已有200笔交易达成。
数据云继续发挥重要作用，进入十大交易中的八个，越来越注重客户数据的整合，以便高效地部署人工智能。
在“更多核心”计划下，继续致力于产品整合和平台提升，以将所有应用整合到一个平台上。
赛富时在第四季度全球招聘1400名额外的客户经理，以应对对其人工智能解决方案日益增长的需求。
Opportunities:
机会：
Agentforce represents a major opportunity in digital labor, which aims to harness AI to enhance productivity and operational efficiency.
Expansion into new geographies and industry solutions continues, with focus also on strategic collaborations with system integrators, and ISVs.
Agentforce在数字劳动中代表着一个重大机会，旨在利用人工智能提升生产力和运营效率。
在新的地理区域和行业解决方案方面继续扩展，同时还专注于与系统集成商和独立软件供应商的战略合作。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由人工智能生成。内容准确性无法完全保证。如需更全面详情，请参阅IR网站。本文仅供投资者参考，不具有任何指导或推荐建议。