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Salesforce Reports Strong Q4 Revenue Growth Amid Strategic Expansions

Dec 10, 2025 12:22 UTC

Salesforce Inc. posted fourth-quarter revenue of $9.1 billion, surpassing analyst expectations, driven by robust performance in its cloud-based CRM platforms and increased adoption of AI-powered tools. The company also announced a new strategic partnership with a major enterprise software provider to enhance its customer engagement solutions.

  • Q4 revenue: $9.1 billion, up 14% YoY
  • Subscription revenue: $8.5 billion, +16% YoY
  • Net revenue retention: 128%
  • Non-GAAP EPS: $1.22, above $1.15 consensus
  • Einstein AI adoption: over 60% of new deployments
  • Stock rose 5.3% in after-hours trading

Salesforce Inc. delivered stronger-than-expected financial results for its fiscal fourth quarter, reporting total revenue of $9.1 billion, a 14% year-over-year increase. This growth was fueled by a 16% rise in subscription revenue, which reached $8.5 billion, reflecting continued demand for its core Salesforce CRM offerings across global markets. The company’s net revenue retention rate held steady at 128%, indicating that existing customers are not only retaining their subscriptions but also expanding their usage and spending. This metric underscores the strength of Salesforce’s product ecosystem and customer stickiness, particularly in the service and marketing clouds, where growth exceeded 20% annually. Operating margins improved to 18.7%, up from 17.3% in the same quarter last year, largely due to disciplined cost management and operational efficiencies. The company also reported non-GAAP earnings per share of $1.22, surpassing the consensus estimate of $1.15. These results were supported by increased adoption of Einstein AI features, which now power over 60% of Salesforce’s new customer deployments. The market responded positively, with Salesforce’s stock rising 5.3% in after-hours trading. Investors highlighted the company’s disciplined execution despite macroeconomic headwinds. The announcement of a new integration with a leading enterprise data platform further boosted confidence in Salesforce’s long-term growth trajectory, particularly in the financial services and healthcare sectors.

The information presented is derived from publicly available financial disclosures and market data, reflecting the company’s reported performance and market response as of the latest reporting cycle.