Salesforce (CRM) ended fiscal 2024 on a strong note, with reporting better-than-expected fourth-quarter results. However, shares of this enterprise software maker declined 1.6% during Wednesday’s extended trading session on weak sales guidance for fiscal 2025. This signals a possible slowdown in cloud and tech spending amid high interest rates and a rising inflation environment.Before delving deeper into guidance, let’s discuss fourth-quarter results.The enterprise cloud computing solution provider’s fourth ...

Key TakeawaysSalesforces shares moved lower in premarket trading Thursday after the cloud software maker issued current-quarter and full-year guidance that fell short of Wall Street's expectations.Salesforce CFO Amy Weaver said that the company's guidance accounts for foreign exchange pressures and continued weakness in professional services.The company announced a dividend of 40 cents per share and increased its share repurchase program by $10 billion.Salesforce shares may find resistance near the stock's ...

财务业绩 - 公司在2024财年第四季度实现了92.9亿美元的营收，同比增长11%[15] - 公司在2024财年实现了34.9亿美元的营收，同比增长11%[18] - 公司在2024财年实现了30.5%的非GAAP运营利润率，同比增长800个基点[19] - 公司在2024财年实现了102亿美元的经营现金流，同比增长44%[20] - 预计2025财年自由现金流增长率将在23%至26%之间，预计收入将达到380亿美元，同比增长9%[21] 市场地位 - 公司是全球第一的AI CRM，在销售、服务、营销和数据云方面均排名第一[23] - 公司是全球第三大企业软件公司，日本第二大[24] 技术发展 - 公司在AI领域取得了巨大进展，推出了Einstein 1平台，帮助客户转型迎接AI未来[29] - 公司正在深度整合数据和元数据，以帮助客户实现关键洞察和智能[40] - 公司的Data Cloud是最快增长的产品，已吸纳超过7万亿条记录，驱动客户参与[50] 合作与发展 - ADP与公司合作，利用人工智能转变客户服务，提供实时洞察和自动生成案例摘要[53] - 公司展示了如何通过Data Cloud和Einstein为ADP销售团队提高智能、效率，实现前所未有的水平[56] 财务展望 - 公司预计2025财年营收将达到377亿至380亿美元，同比增长8%至9%[95] - 公司预计财务年度'25的GAAP操作利润率首次超过20%，达到20.4%，同比提高600个基点[98] - 公司预计财务年度'25的经营现金流增长约21%至24%，自由现金流增长约23%至26%[99]

数据云服务 - Salesforce首席执行官Marc Benioff表示，公司的企业客户可以自动集成到Salesforce的数据云中，为这些惊人的工具提供数据支持[2] - Salesforce的数据云服务是公司的最快增长产品，是2025财年的重点发展对象[3] - Salesforce报告称，数据云部门的增长表明人们对准备进行人工智能转型的需求[5]

财务表现 - Salesforce.com在2024年1月报告的季度营收为92.9亿美元，同比增长10.8%[1] - 公司每股收益为2.29美元，较去年同期的1.68美元有所增长[1] - 销售额超出了Zacks Consensus Estimate的92.1亿美元，增幅为+0.81%[2] - 每股收益也超出了预期，为2.26美元[2] 重要指标 - Remaining performance obligation (RPO)对于评估公司绩效至关重要[3] - RPO-Current为276亿美元，超出了分析师平均预期的271.2亿美元[5] - RPO-Noncurrent为293亿美元，高于分析师平均预期的272.7亿美元[6] - RPO-Total为569亿美元，超出了分析师平均预期的544亿美元[7] 地理收入 - 美洲地区收入为61.8亿美元，较分析师平均预期的67.1亿美元略低[8] - 亚太地区收入为9.06亿美元，高于分析师平均预期的9.23亿美元[9] - 欧洲地区收入为22.1亿美元，较分析师平均预期的15.8亿美元高出一大截[9] 业务领域表现 - Professional services and other的收入同比下降9.4%[10] - Subscription and support领域的收入同比增长12.3%[11] - Marketing and Commerce增长8.2%[12] - Service增长12.2%[13] - Platform and Other增长10.5%[14] 股票表现 - Salesforce.com股票过去一个月的回报率为+4.1%，略高于Zacks S&P 500 composite的+4%[15]

Salesforce.com - Salesforce.com上季度每股收益为2.29美元，超过了Zacks Consensus Estimate的2.26美元[1] - Salesforce.com上季度营收为92.9亿美元，超过了Zacks Consensus Estimate[3] - Salesforce.com股价自年初以来上涨了约13.8%，表现优于标普500指数的6.5%[5] - Salesforce.com的盈利前景对股价走势有重要影响，投资者可以关注盈利预期的变化[6] - 对于Salesforce.com的盈利预期变化，目前处于混合状态，预计股价将与市场表现一致[8] Autodesk - Autodesk预计将在2024年1月份的季度发布财报，预计每股收益为1.95美元，营收预期为14.3亿美元[12]

Key TakeawaysSalesforce's fourth-quarter fiscal 2024 earnings beat analysts' estimates.The company's net income came in at $1.45 billion, or $1.47 per share, as revenue rose nearly 11% to $9.29 billion.Shares tumbled more than 4% in after-hours trading as the company said it expects revenue in the fiscal first quarter of between $9.12 billion and $9.17 billion.Salesforce (CRM) swung to a profit in the fourth quarter of its fiscal year 2024, exceeding analysts' estimates for revenue and earnings. Shares in t ...

Proactive编辑团队 - Angela Harmantas是Proactive的编辑，拥有超过15年的股票市场报道经验[1] - Proactive的新闻团队遍布全球主要金融和投资中心[2] Proactive报道范围 - Proactive专注于中小市值市场，同时也关注蓝筹公司、大宗商品和更广泛的投资故事[3] Proactive新闻内容 - Proactive团队提供跨市场的新闻和独特见解，涵盖生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术[4]

Marc Benioff, co-founder and CEO of Salesforce, speaks on a panel session at the World Economic Forum in Davos, Switzerland, on Jan. 18, 2024.Salesforce shares slid 6% in extended trading on Wednesday after the business software maker issued a light revenue forecast for the new fiscal year. It will start paying a dividend at 40 cents per share.Here's how the company did, compared with estimates from LSEG:Earnings per share: $2.29, adjusted, vs. $2.26 expectedRevenue: $9.29 billion, vs. $9.22 billion expecte ...

Salesforce CEO Marc Benioff has spent millions of dollars quietly buying up roughly 600 acres of green landscapes in Waimea, Hawaii.Since the year 2000, a bigtime tech billionaire purchased at least 38 parcels of land in the small agricultural town on Hawaii’s Big Island, which boasts a population of less than 10,000. Inventory is already low in Waimea, so news of the real-estate purchases worried residents — many of which are Native Hawaiian — about rising housing costs and the loss of the tightknit commun ...