Salesforce Posts Q4 Beat, Unveils $50B Buyback as Stock Slips

Salesforce (CRM) beat fiscal Q4 expectations with adjusted EPS of $3.81 on $11.2B revenue (up 12%), aided by a 13% rise in subscription revenue and Informatica’s $399M contribution; RPO hit a record $72.4B and ARR for Agentforce/Data 360 surpassed $2.9B. The company announced a $50B share repurchase plan, raised its quarterly dividend to $0.44, and issued upbeat FY guidance (revenue of $45.8–$46.2B; adjusted EPS of $13.11–$13.19; Q1 revenue of $11.03–$11.08B). Despite the beat, CRM declined about 5% after hours as investors weigh the outlook. A Moderate Buy consensus remains from analysts.