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Salesforce(CRM)2026财年第三季度业绩报告「NYSE」(英文版)(22页).pdf

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1、December3,2025Salesforce Q3 FY26Earnings CallIntroductionMike 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 financial and operating resul

2、ts 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 risks or uncertainties

3、 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:the effect of the acquisition of Informatica on our o

4、perating results,the market price of our common 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 offeri

5、ngs;the effect of evolving domestic and foreign 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 ou

6、r business plans;our ability to meet our long-term revenue target and profitable growth framework;the pace of change and innovation in enterprise cloud computing services;and our ability to maintain and enhance our brands.Further information on these and other factors that could affect the Companys

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- Salesforce在2025年第三季度财务业绩中实现了强劲增长,GAAP和Non-GAAP收入均同比增长9%。 - 订阅和支持收入达到97亿美元,同比增长8%。 - Agentforce服务收入增长8%,Agentforce 360平台、Slack和其他收入增长19%。 - 非GAAP运营利润率为34.1%,GAAP运营利润率为20.3%。 - 第三季度资本回报为42亿美元,包括395百万美元的股票回购和60百万美元的股息支付。 - Salesforce预计2026财年全年收入将在411亿美元至412亿美元之间,同比增长9%至10%。 - 非GAAP摊薄每股收益预计在3.02美元至3.04美元之间。
"Salesforce Q3财报亮点揭秘" "AI赋能,Salesforce业绩增长惊人?" 增长与挑战并存"
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