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:
以下是賽富時公司 (CRM) 2025年第3季度業績會的摘要：
Financial Performance:
財務表現：
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.
賽富時報告第3季度營業收入爲$94.4億，反映出在名義貨幣和恒定貨幣下都有8%的同比增長。
訂閱和壓力位收入在名義貨幣和恒定貨幣下同比增長了9%，主要是由於銷售和服務雲實現了兩位數的增長。
非公認會計准則營業利潤率提高了190個點子，達到了33.1%，而公認會計准則營業利潤率首次達到了20%。
第3季度非公認會計准則每股收益報告爲$2.41，經過對戰略投資組合的調整後，增至$2.59。
Business Progress:
業務進展：
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.
賽富時推出了「Agentforce」，一個新的人工智能數字勞動力平台，該平台在季度末上線，已有200筆交易達成。
數據雲繼續發揮重要作用，進入十大交易中的八個，越來越注重客戶數據的整合，以便高效地部署人工智能。
在「更多核心」計劃下，繼續致力於產品整合和平台提升，以將所有應用整合到一個平台上。
賽富時在第四季度全球招聘1400名額外的客戶經理，以應對對其人工智能解決方案日益增長的需求。
Opportunities:
機會：
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在數字勞動中代表着一個重大機會，旨在利用人工智能提升生產力和運營效率。
在新的地理區域和行業解決方案方面繼續擴展，同時還專注於與系統集成商和獨立軟件供應商的戰略合作。
Tips: 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：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
