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Salesforce, Inc. (CRM) Q3 2025 Earnings Call Transcript Summary

Salesforce, Inc. (CRM) Q3 2025 Earnings Call Transcript Summary

Salesforce, Inc. (CRM) 2025年第三季度业绩会会议记录摘要
moomoo AI ·  12/04 09:03  · 电话会议

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。

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