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Salesforce.com (CRM) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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Salesforce.com (CRM - Free Report) reported $10.24 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 9.8%. EPS of $2.91 for the same period compares to $2.56 a year ago.

The reported revenue represents a surprise of +1.02% over the Zacks Consensus Estimate of $10.13 billion. With the consensus EPS estimate being $2.77, the EPS surprise was +5.05%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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 $29.10 billion estimated by seven analysts on average.
  • Remaining performance obligation (RPO) - Total: $59.90 billion compared to the $59.85 billion average estimate based on five analysts.
  • Remaining performance obligation (RPO) - Noncurrent: $30.50 billion versus the five-analyst average estimate of $30.74 billion.
  • Geographic Revenue- Americas: $6.74 billion compared to the $6.97 billion average estimate based on two analysts. The reported number represents a change of +8.6% year over year.
  • Geographic Revenue- Asia Pacific: $1.07 billion versus the two-analyst average estimate of $1.02 billion. The reported number represents a year-over-year change of +13.9%.
  • Geographic Revenue- Europe: $2.43 billion compared to the $2.15 billion average estimate based on two analysts. The reported number represents a change of +11.2% year over year.
  • Revenue- Professional services and other: $546 million versus $535.15 million estimated by 13 analysts on average. Compared to the year-ago quarter, this number represents a -2.7% change.
  • Revenue- Subscription and support: $9.69 billion versus the 13-analyst average estimate of $9.6 billion. The reported number represents a year-over-year change of +10.6%.
  • Revenue- Subscription and support- Service: $2.46 billion versus the four-analyst average estimate of $2.47 billion. The reported number represents a year-over-year change of +8.9%.
  • Revenue- Subscription and support- Marketing and Commerce: $1.37 billion versus the four-analyst average estimate of $1.37 billion. The reported number represents a year-over-year change of +4.4%.
  • Revenue- Subscription and support- Platform and Other: $2.08 billion versus the four-analyst average estimate of $2.01 billion. The reported number represents a year-over-year change of +16.7%.
  • Revenue- Subscription and support- Integration and Analytics: $1.52 billion versus the four-analyst average estimate of $1.49 billion.

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

Shares of Salesforce.com have returned +2.2% over the past month versus the Zacks S&P 500 composite's +3% 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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