赛富时第三财季调整后每股收益为 2.41 美元，低于分析师预期的每股 2.44 美元；公司表示，这主要受到战略投资的影响，造成了每股18美分的损失；As a barometer for technology spending in the software industry, Salesforce's better-than-expected revenue performance is considered the latest sign of healthy industry spending, which is likely to further ignite the booming software stocks market.
The 'leading company' $Salesforce (CRM.US)$The revenue is impressive and is likely to inject new vitality into the already strong american software stocks.
The financial report released on Tuesday shows that salesforce's earnings for the third quarter were slightly below expectations, but revenue exceeded expectations:
Salesforce's adjusted eps for the third quarter was $2.41, lower than the analyst's expectation of $2.44; the company stated that this was mainly impacted by strategic investments, resulting in a loss of 18 cents per share.
Revenue for the third quarter was $9.44 billion, higher than FactSet's consensus expectation of $9.35 billion;
The adjusted operating margin for the third quarter increased by 1.9 percentage points to 33.1%;
Operating cash flow was $1.98 billion, an increase of 29% compared to the same period last year.
Salesforce's guidance for the fourth fiscal quarter also exceeded expectations, and it slightly raised its revenue guidance for the fiscal year 2025:
Salesforce expects revenue for this quarter to be between 9.9 billion and 10.1 billion USD, above the consensus expectation of 10.05 billion USD;
The annual operating cash flow forecast has been raised to a growth of 24% to 26%, compared to the previous target of 23% to 25%;
Revenue for the 2025 fiscal year is expected to be between 37.8 billion and 38 billion USD, up from the previous expectation of 37.7 billion to 38 billion USD.
Salesforce's share price rose more than 10% in after-hours trading today, and so far this year, the company's stock price has increased by 26%.
As a barometer for technology spending in the software industry, Salesforce's better-than-expected revenue performance is considered the latest sign of healthy industry spending, which is likely to further ignite the booming software stocks market.
Overnight, software stocks, especially those related to ai applications, continue to soar, as well as American technology companies.$Applovin (APP.US)$A significant increase of 7.62%,$Palantir (PLTR.US)$A significant increase of 6.88%,$Snap Inc (SNAP.US)$A significant increase of 6.19%,$Reddit (RDDT.US)$A significant increase of 5.78%,$Duolingo (DUOL.US)$Increased by 4.17%,$Meta Platforms (META.US)$Increased significantly by 3.51%.
$iShares Expanded Tech-Software Sector ETF (IGV.US)$The night market rose by over 3%, with an increase of over 30% since the beginning of the year.
Angelo Zino, a senior stock analyst at CFRA Research, stated that the artificial intelligence agent recently released by salesforce is "very important" because "it actually allows investors to understand the company's ai global strategy" and alleviates some concerns regarding the "resistance salesforce faces in ai."
Marc Benioff, CEO of salesforce, stated in the company’s financial report: "Agentforce is the complete ai system we created for enterprises, embedded in the salesforce platform, and is the core of transformative change. The rise of autonomous ai agents is fundamentally changing the global workforce and reshaping the operation and scale of the industry."
Agentforce officially launched in late October, which means its impact on performance will take another one or two quarters to reflect in the company's financial reports. However, Salesforce stated that its current remaining performance obligations (cRPO) this quarter are 26.4 billion USD, an increase of 10% compared to the same period last year, exceeding Wall Street's expectation of 26.1 billion USD.
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