您的浏览器禁用了JavaScript(一种计算机语言,用以实现您与网页的交互),请解除该禁用,或者联系我们。 [美股财报]:赛富时 2024年度报告 - 发现报告

赛富时 2024年度报告

2025-04-25 美股财报 Fanfan(关放)
报告封面

Leading theAI Agent Revolution Need Help? Ask Agentforce. FY25 marked an important moment ofopportunity and possibility.AI is reshapingbusiness, and Salesforce is leading the way withrecord-breaking momentum. We just deliveredour highest revenue, operating margin, and cashflow in company history — driving a $37.9 billionyear and our first-ever $10 billion quarter. But what’s ahead is even bigger. The rise of theAI-powered workforce has unlocked a multi-trillion-dollar market. And with Agentforce — thefirst digital labor platform for enterprises — we’reredefining how work gets done. Thousands ofcompanies are already seeing transformationalresults, and this is just the beginning. Our ecosystem is quickly expanding, fueledby Data Cloud, AgentExchange, and a growingcommunity of 19 million Trailblazers. As always,we’re driving customer success while staying trueto our core values. The future of AI isn’t coming,it’s here. And Salesforce is at the forefront of thisrevolution, thanks to agentic innovation, trailblazingcustomers, and partners like you. Thank you. FY25 Highlights $37.9 billionRevenue, up 9% year over year $63.4 billion $13.1 billion Remaining Performance Obligation,1up 11% year over year Operating Cash Flow,up 28% year over year 90%+of the Fortune 500 areSalesforce customers 33.0%Non-GAAP Operating Margin2 9.6 million Hours contributed to thecommunity since inception 1“Remaining Performance Obligation” represents future revenues that are under contract but have not yet been recognized.2Non-GAAP operating margin is a non-GAAP financial measure. Refer to page 6 for a reconciliation of GAAP to non-GAAP financial measures. Fellow shareholders, AsAswweebebegiginnouour262 th year, I’ve never been more energized or inspired.SaSalelesfsfororcecejjususttdedelivered the strongest year in our history —$37.9 billioninnrrevevenenueue,,reecocordrdoperating margin, and cashflow, and ourfirst-ever$1$100bibillllioionnququararter. But this is more than a financial milestone — it’saamomomementntoofftranansformation. InInjjususttaafefewwmomonths, we’ve seen our addressable market grow fromhuhundndreredsdsooffbibillioionsn to a multitrillion-dollar opportunity. Why?Becausewewe’r’reepipiononeeeeriringnganew kind of workforce — a new model for business — withththeelalaununchchooffAgAgenentfforce, thefirst digital labor platformfor enterprises.ThThisisiissnonottjujusts aattechnology shift — it’s a revolution in how work gets done. AgAgenentftfororceceintntroroduuces autonomous AI agents that collaborate, learn,ananddacacttalaonongsgsideehuman teams. It’s a new workforce — a new always-on,alalwawaysys-l-leaearnrnininggteeamam— designed to help every organization scale beyondhuhumamannliimimitsts.ItIt’s’stheh future of work and it’s being built in real time,ririghghttnonowwwwitithhSaSaleesfforce. More than3,000companies — includingPfizer,LeLennnnarar,,HeHeatathrhrowow,PaPanddora, andSingapore Airlines — signed uptotobbuiuildldaagegentntssininjjust the first 100days. InnFFY2Y26,6,wweeexexpepectctttoosurpass$40 billion in revenue, with AgentforceananddDaDatataCCloloudud— nowowmanagingover 50 trillion records — poised to becomeaacocombmbininededbbilliono-d-dollar business. DataCloud is the engine. Agentforceisisttheheddririvever.r.TTogo etheh r,rtthey’re creating outcomes no single human teamcocoululdddedeliliveverralaono e. “This is not justa technologyshift — it’s arevolution in howwork gets done.” Annddununlilikekeooththersinnooururspace,Salesforce is proudly platform-neutral.WeWeintntegegrarateteaacrcossAWS,S,AAzuz re, Databricks, GoogleCloud, Snowflake,anddmomorere..OuOurronlyaallllegegiaance is to our customers’success — not to aspspeccifificicsstatackck..ThT isismakakesesus the most open, trusted, and composableAIpplaatftforormminintthehewwororldd. InI teternnalallyly,weweaarereCCustot merrZeZ roo. Agentforce has already autonomouslyresos lvvededooveverr50500,0,000 00supporot cases on our Help portal —84% with nohumamanninintetervrvenentitionon.ItI’s alsospspeeding up sales quoting by 75%. Ourreesus ltltssarareeyoyoururrresesulultsts,,tot o.o But this revolution must be rooted in values. Technology alone isn’tenough. We need trust, equality, and a sense ofshared responsibility. That’s why we continue to lead with purpose — donating nearly $800 millionnin grants, supporting over60,000nonprofits and educational institutions,and helping restore 56 million trees worldwide. Our AI Trust Layer ensuresssafety, ethics, and accountability in every model. And with our$50 millionnAI for All initiative, we’re giving workers and students everywherethe skills they need to thrivein this new world. “... this is morethan a financialmilestone — it’sa moment oftransformation.” This isn’t just about productivity. It’s about giving every business —large or small — the chance to compete, scale, and innovate. It’sabouuttmaking AI equitable and empowering — not extractive or elitist. The next generation ofleaders will