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Salesforce(CRM)2026财年第二季度业绩报告「NYSE」(英文版)(22页).pdf

上传人: 1****1 编号:900873 2025-09-04 22页 18.31MB

1、September3,2025Salesforce Q2 FY26Earnings CallNYSE:CRMSalesforce_irIntroductionMike Spencer Executive Vice President of Investor Relations2Safe harbor statement under the Private Securities Litigation Reform Act of 1995:This presentation contains forward-looking statements about the Companys financi

2、al and operating results and guidance which include,but are not limited to,expected GAAP and non-GAAP financial and other operating and non-operating results.The achievement or success of the matters covered by such forward-looking statements involves risks,uncertainties and assumptions.If any such

3、risks or uncertainties materialize or if any of the assumptions prove incorrect,results or outcomes could differ materially from those expressed or implied by these forward-looking statements.The risks and uncertainties referred to above include,but are not limited to:our ability to consummate the p

4、ending acquisition of Informatica on a timely basis or at all,including our ability to obtain regulatory approvals and satisfy other conditions precedent to the completion of the transaction;the effect of the pending acquisition of Informatica on our operating results,the market price of our common

5、stock,our ability to retain and hire key personnel and our ability to maintain relationships with customers,suppliers and others with whom we or Informatica do business;uncertainties regarding Al technologies and its integration into our product offerings;the effect of evolving domestic and foreign

6、government regulations;regulatory developments and regulatory investigations involving us or affecting our industry;our ability to successfully introduce new services and product features,including related to AI and Agentforce;our ability to execute our business plans;the pace of change and innovati

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- Salesforce在2025年第二季度实现了强劲的业绩增长,总营收达到102.4亿美元,同比增长8%至9%。 - 订阅和支持收入增长9.5%,达到97亿美元,同比增长10%。 - 非GAAP运营利润率为34.3%,同比增长60个基点。 - Salesforce在第二季度向股东返还了26亿美元资本,包括回购股票和派发股息。 - 公司预计全年营收将在410亿至413亿美元之间,同比增长8%至9%。 - 非GAAP摊薄每股收益预计在2.84至2.86美元之间。
" Salesforce Q2 财报亮点揭秘?" " Salesforce 收购 Informatica,业绩如何?" 增长还是挑战?"
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