FMP

FMP

Salesforce (NYSE:CRM) Surpasses Earnings Expectations

  • Salesforce's EPS of $3.25 exceeded the estimated $2.86, showcasing a significant year-over-year increase.
  • The company reported revenue of $10.26 billion, indicating a strong growth trajectory despite slightly missing estimates.
  • Net income rose to $2.09 billion, supported by strategic investments, with future revenue growth anticipated between 11% to 12%.

Salesforce (NYSE:CRM) is a leading player in the cloud-based software industry, specializing in customer relationship management (CRM) solutions. The company offers a suite of applications for sales, service, marketing, and more, helping businesses streamline operations and enhance customer interactions. Salesforce competes with other tech giants like Microsoft and Oracle in the software sector.

On December 3, 2025, Salesforce reported earnings per share (EPS) of $3.25, exceeding the estimated $2.86. This represents a significant increase from the $2.41 EPS reported in the same quarter last year, as highlighted by Zacks. The earnings surprise for this quarter stands at +14.04%, showcasing Salesforce's ability to outperform market expectations consistently.

Salesforce generated revenue of approximately $10.26 billion, slightly below the estimated $10.27 billion. Despite this minor shortfall, the revenue marks an 8.6% increase from the $9.44 billion reported a year ago. The company has exceeded consensus revenue estimates twice in the last four quarters, indicating a strong growth trajectory.

Looking ahead, Salesforce anticipates adjusted EPS between $3.02 and $3.04 for the fiscal fourth quarter, with revenue ranging from $11.13 billion to $11.23 billion. This guidance suggests revenue growth of 11% to 12%, with approximately 3 percentage points attributed to its acquisition of Informatica. The company's optimistic outlook and strong financial performance continue to bolster investor confidence.