CNBC Television Jim Cramer: Salesforce had a ’monster’ quarter, not reflected in stock

🎯 Загружено автоматически через бота: 🚫 Оригинал видео: 📺 Данное видео принадлежит каналу «CNBC Television» (@CNBCtelevision). Оно представлено в нашем сообществе исключительно в информационных, научных, образовательных или культурных целях. Наше сообщество не утверждает никаких прав на данное видео. Пожалуйста, поддержите автора, посетив его оригинальный канал. ✉️ Если у вас есть претензии к авторским правам на данное видео, пожалуйста, свяжитесь с нами по почте support@, и мы немедленно удалим его. 📃 Оригинальное описание: CNBC’s Jim Cramer discusses what he thinks of Salesforce, the Fed’s Jackson Hole summit and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: Salesforce shares rose as much as 3% in extended trading on Wednesday after the enterprise software maker reported fiscal second-quarter earnings and forward guidance that exceeded analysts’ estimates. Here’s how the company did: Earnings: $ per share, adjusted, vs. 92 cents per share expected by analysts, according to Refinitiv Revenue: $ billion, vs. $ billion expected by analysts, according to Refinitiv Revenue increased 23% year over year in the quarter, which ended July 31, the company said in a statement. In the prior quarter revenue grew 23%. Salesforce’s Platform and Other unit, which includes the MuleSoft integration software and Tableau data-analytics software, delivered $ billion in revenue, which was up 24%. The Service Cloud segment posted $ billion in revenue, representing about 23% growth. Salesforce’s core Sales Cloud product, which salespeople use to stay on top of business opportunities, had $ billion in revenue, up 15%. Salesforce has reopened about half of its offices so far after closing them last year with the onset of the coronavirus pandemic. “I don’t think the delta variant will be material to our business,” CEO Marc Benioff said during a conference call with analysts. “If anything, it only accelerates it.” In the quarter Salesforce completed its $27.7 billion acquisition of team communication app company Slack. Also in the quarter Salesforce announced plans for tools targeting investment banks through its Financial Services Cloud, and it said it would release software for employee wellness. With respect to guidance, Salesforce said it sees 91 to 92 cents in adjusted fiscal third-quarter earnings per share on $ billion to $ billion in revenue. Analysts polled by Refinitiv had been looking for 82 cents in adjusted earnings per share and $ billion in revenue. Salesforce raised its earnings and revenue guidance for the full 2022 fiscal year. It now sees $ to $ in adjusted earnings per share and $26.2 billion to $26.3 billion in revenue. Consensus among analysts polled by Refinitiv was $ in adjusted earnings per share and $ billion in revenue. The revenue figure includes $530 million from Slack, which is $30 million more than Salesforce had predicted one quarter earlier. Slack’s revenue grew by 39% on a standalone basis in the quarter, said Amy Weaver, Salesforce’s finance chief. Salesforce is increasingly using Slack. “We are beginning to sell through Slack,” Gavin Patterson, Salesforce’s chief revenue officer. “The most powerful presentations sales teams give are often Salesforce on Salesforce, and so Slack on Slack is a very compelling way to explain how we use the product.” The company projected that its operating margin for the fiscal year would be 1.8%, wider than the 1.4% guidance from the previous quarter. Notwithstanding the after-hours move, Salesforce shares are up 17% since the start of 2021, while the S&P 500 index has risen almost 20% over the same period. » Subscribe to CNBC TV: » Subscribe to CNBC: » Subscribe to CNBC Classic: Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: Connect with CNBC News Online Get the latest news: Follow CNBC on LinkedIn: Follow CNBC News on Facebook: Follow CNBC News on Twitter: Follow CNBC News on Instagram: #CNBC #CNBCTV