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10-KPeriod: FY2016

Salesforce, Inc. Annual Report, Year Ended Jan 31, 2016

Filed March 7, 2016For Securities:CRM

Summary

Salesforce, Inc. (CRM) filed its 10-K for the fiscal year ending January 31, 2016, highlighting robust revenue growth driven by its subscription-based cloud computing solutions, particularly its core Sales Cloud and rapidly expanding Service Cloud offerings. The company reported total revenues of $6.7 billion, a 24% increase year-over-year, with subscription and support revenue comprising 93% of the total. Despite significant investments in marketing, sales, and research and development to fuel expansion and product innovation, Salesforce reported a net loss of $47.4 million for the fiscal year, an improvement from the prior year's loss of $262.7 million. Key financial highlights include a strong increase in cash, cash equivalents, and marketable securities to $2.7 billion, underscoring a healthy liquidity position. The company continues to expand its global footprint and product capabilities, including its nascent IoT and Analytics Cloud offerings. Management remains focused on customer retention, expanding strategic customer relationships, and driving growth through both organic development and strategic acquisitions, such as the recent acquisition of SteelBrick. Investors should note the company's continued investment in growth initiatives, which impacts profitability in the short term, but is positioned to drive long-term market leadership in the enterprise cloud computing space.

Financial Statements
Beta
Revenue$6.67B
Gross Profit$5.01B
R&D Expenses$946.30M
Operating Expenses$4.90B
Operating Income$114.92M
Interest Expense$72.48M
Net Income-$47.43M
EPS (Basic)$-0.07
EPS (Diluted)$-0.07
Shares Outstanding (Basic)661.65M
Shares Outstanding (Diluted)661.65M

Key Highlights

  • 1Total revenues reached $6.7 billion, a 24% increase from the previous fiscal year, driven primarily by subscription and support services.
  • 2Subscription and support revenue represented 93% of total revenues, demonstrating the company's core business model strength.
  • 3Sales Cloud and Service Cloud continue to be the largest revenue contributors, with Service Cloud showing significant year-over-year growth.
  • 4The company ended the fiscal year with a strong liquidity position, holding $2.7 billion in cash, cash equivalents, and marketable securities.
  • 5Marketing and sales expenses remain a significant investment, accounting for 49% of total revenues, reflecting the company's focus on customer acquisition and market expansion.
  • 6Research and development expenses increased to $946.3 million, indicating continued investment in product innovation and platform enhancement.
  • 7The company reported a net loss of $47.4 million, an improvement from a net loss of $262.7 million in the prior fiscal year, reflecting ongoing investments in growth.

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