Salesforce Q4 EPS Beats, AI Revenue Grows

Salesforce reported mixed fiscal Q4 2025 earnings, with revenue of $9.99 billion falling slightly short of the expected $10.04 billion, but adjusted EPS surpassed estimates at $2.78. Despite strong operational efficiency and significant cash flow improvements, the company's guidance for fiscal 2026 fell below analysts' expectations, projecting revenue between $40.5 billion to $40.9 billion and adjusted EPS of $11.09 to $11.17. Shares fell about 5% in after-hours trading following the announcement. Salesforce's AI initiatives, particularly through its Agentforce and Data Cloud platforms, showed promising growth, with a 120% increase in annual recurring revenue to $900 million. The recent appointment of Robin Washington as the new CFO and COO has added to investor concerns amid broader market conditions. Despite immediate setbacks, Salesforce continues to leverage its AI capabilities and strategic partnerships to drive future growth.