Salesforce CEO Marc Benioff delivers the keynote deal with in the beginning of the Dreamforce convention in San Francisco on Oct. 14, 2025.
Jessica Christian | San Francisco Chronicle | Getty Photographs
Salesforce reported better-than-expected earnings on Wednesday and topped Wall Road estimates with its income steering for the fourth quarter. The inventory rose 5% in prolonged buying and selling.
Here is how the corporate did compared with LSEG consensus:
- Earnings per share: $3.25 adjusted vs. $2.86 anticipated
- Income: $10.26 billion vs. $10.27 billion anticipated
Income elevated 8.6% from a yr earlier within the fiscal third quarter, which ended on Oct. 31, based on a assertion. Internet revenue elevated to $2.09 billion, or $2.19 per share, from $1.53 billion, or $1.58 per share, in the identical quarter final yr, boosted by a $263 million achieve from strategic investments.
Adjusted earnings per share exclude stock-based compensation.
For the fiscal fourth quarter, Salesforce known as for $3.02 to $3.04 in adjusted earnings per share on $11.13 billion to $11.23 billion in income. Analysts polled by LSEG had anticipated $3.04 per share and $10.9 billion in income. The steering implies income development of between 11% and 12%, with about 3 factors coming from Informatica, the information administration firm Salesforce acquired for round $8 billion in November.
Salesforce’s inventory has badly underperformed the broader tech sector this yr, partially as a consequence of considerations in regards to the potential of synthetic intelligence changing a few of its product capabilities. As of Wednesday’s shut, the shares are down 29% in 2025, whereas the Nasdaq has gained about 21%.
In the course of the fiscal third quarter, Salesforce acquired startups Regrello, whose AI software program performs duties, and Waii, which makes use of AI to compose code for operating queries on information based mostly on a number of phrases of human enter. The corporate additionally launched Agentforce AI software program for managing IT service requests, and issued a $60 billion fiscal 2030 income goal, surpassing analysts’ projections.
Annualized income from Agentforce, which automates gross sales and customer support workflows, jumped 330% from a yr earlier to over $500 million. Salesforce stated it has received over 9,500 paid offers thus far, up from over 6,000 as of September.
Free money circulate grew 22% to $2.18 billion, however the whole was under StreetAccount’s $2.24 billion consensus.
Executives will talk about the outcomes with analysts on a convention name beginning at 5 p.m. ET.
That is creating information. Please test again for updates.
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