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Salesforce.com (CRM) Reports Q3 Earnings: What Key Metrics Have to Say

By Zacks Equity Research | December 03, 2025, 8:00 PM

Salesforce.com (CRM) reported $10.26 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 8.6%. EPS of $3.25 for the same period compares to $2.41 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $10.26 billion, representing a surprise of -0.05%. The company delivered an EPS surprise of +14.04%, with the consensus EPS estimate being $2.85.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Salesforce.com performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Remaining performance obligation (RPO) - Current: $29.40 billion versus the seven-analyst average estimate of $29.04 billion.
  • Remaining performance obligation (RPO) - Total: $59.50 billion versus $59.05 billion estimated by five analysts on average.
  • Remaining performance obligation (RPO) - Noncurrent: $30.10 billion versus the five-analyst average estimate of $30.01 billion.
  • Geographic Revenue- Americas: $6.7 billion versus the two-analyst average estimate of $7.18 billion. The reported number represents a year-over-year change of +7.8%.
  • Geographic Revenue- Asia Pacific: $1.09 billion versus $1.02 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9% change.
  • Geographic Revenue- Europe: $2.47 billion compared to the $2.05 billion average estimate based on two analysts. The reported number represents a change of +10.9% year over year.
  • Revenues- Professional services and other: $533 million compared to the $541.51 million average estimate based on 12 analysts. The reported number represents a change of -5.7% year over year.
  • Revenues- Subscription and support: $9.73 billion versus the 12-analyst average estimate of $9.72 billion. The reported number represents a year-over-year change of +9.5%.
  • Revenues- Subscription and support- Agentforce Service: $2.5 billion versus $2.5 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
  • Revenues- Subscription and support- Agentforce Marketing and Agentforce Commerce: $1.36 billion versus the four-analyst average estimate of $1.39 billion. The reported number represents a year-over-year change of +2%.
  • Revenues- Subscription and support- Agentforce 360 Platform, Slack and Other: $2.18 billion compared to the $2.07 billion average estimate based on four analysts. The reported number represents a change of +19.5% year over year.
  • Revenues- Subscription and support- Agentforce Integration and Agentforce Analytics: $1.39 billion versus the four-analyst average estimate of $1.47 billion. The reported number represents a year-over-year change of +6.1%.

View all Key Company Metrics for Salesforce.com here>>>

Shares of Salesforce.com have returned -7.8% over the past month versus the Zacks S&P 500 composite's -0.1% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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