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Salesforce (CRM.US)于11月30日早晨公布第三季财务业绩。该公司营收为87.2亿美元,年增11%,与华尔街的预估基本一致。 更值得注意的是,调整后每股收益为2.11美元,超出预期的每股2.06美元。
Salesforce 提供的第四季营收前瞻指引为 91.8 亿美元至 92.3 亿美元,相当于年增10-11%。 论及2024财年,该公司将总营收预测缩小至347.5亿美元至348亿美元,年增率为11%。 此外,Salesforce也提高了全年营运获利预估,预期 GAAP 营运利润率将达到14.5%,非GAAP利润率将达到30.5%。 与 2023财年相比,该公司也将本财年的营运现金流量成长假设提高至30-33%。
虽然Salesforce先前的收入每年增长超过20%,但随着企业客户在经济不确定性的情况下削减支出,造成成长放缓。 然而,该股今年迄今仍表现出令人印象深刻的70% 回报率,这在很大程度上归功于Salesforce先进的人工智能能力和成本控制以优化盈利能力——1月份裁员10% 即为措施之一。
尽管面临充满挑战的大环境,赛富时表达其客户群的乐观情绪日益增长,并期望改善 IT 预算。 投资人关系执行副总裁 Mike Spencer 强调,虽然中小型企业需求依然疲软,但本季与大客户的讨论反应了对未来的正面情绪。

(Salesforce年线图)
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