Categories AlphaGraphs, Analysis, Technology

Salesforce stock slumps on weak outlook despite upbeat Q4 earnings

Stock-trend disruptor Salesforce (CRM) posted its fourth-quarter earnings on March 4, Monday, after the closing bell.

Total quarterly revenue jumped 26% to $3.60 billion. Earnings was 46 cents per diluted share, while non-GAAP diluted earnings was $0.70 a share.

While many are of the opinion that the stock is overvalued, the market touted Salesforce to earn 55 cents a share on revenue of about $3.5 billion. This is almost 25% higher top-line than a year ago.

Image courtesy: Salesforce UK

Unearned revenue on the balance sheet as of January 31, 2019 was $8.56 billion, up 22% year-over-year. For the year, revenue grew 26% to $13.28 billion, generating earnings of $1.43 per diluted share.

“This is just the beginning, which is why we’re now targeting $26 to $28 billion in revenue by FY23 – organically doubling our revenue again in the next four years,” said Salesforce co-CEO Keith Block.

Salesforce Q4 2019 earnings infographic

LOOKING FORWARD

In the upcoming first-quarter of fiscal 2020, Salesforce sees quarterly revenue grow about 22% to hit $3.67-3.68 billion, generating GAAP EPS of $0.10-0.11 and Non-GAAP EPS of $0.60-0.61.

For the fiscal year 2020, the company touts revenue to jump 20-21% and reach between $15.95 and $16.05 billion. Salesforce expects to earn 66 to 68 cents per share on a GAAP basis, and $2.74-2.76 per adjusted share.

Despite top-line and bottom-line results beating the Street consensus, the stock fell in after-market trade as investors did not take kindly to the tepid outlook.

 

Earnings Calendar: Browse through our earnings calendar and get all scheduled earnings announcements, analyst/investor conference and much more!

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