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Salesforce, Inc.
3/1/2022
Please stand by, we're about to begin. Good afternoon, ladies and gentlemen, and welcome to Salesforce's fiscal 2022 fourth quarter and full year results conference call. Just a reminder, today's call is being recorded. At the end of today's prepared remarks, there will be a question and answer session. To ask a question, please press star one. And we do ask that you please lend yourself to one question. Now I'd like to hand the conference over to your speaker, Mr. Evan Goldstein, Senior Vice President of Investor Relations. Please go ahead, sir.
Thank you, Beau. Hello, everyone. And thanks for joining us for our fiscal 2022 fourth quarter and full year results conference call. I'm Evan Goldstein, Senior Vice President of Investor Relations. Our press release, SEC filings, and a replay of today's call can be found on our IR website at www.salesforce.com slash investor. With me on the call today is Mark Benioff, Chair and Co-CEO, Brett Taylor, Vice Chair and Co-CEO, Amy Weaver, Chief Financial Officer, and Gavin Patterson, Chief Revenue Officer. As a reminder, our commentary today will primarily be in non-GAAP terms. Reconciliations between our GAAP and non-GAAP results and guidance can be found in our earnings and press release. Some of our comments today may contain forward-looking statements that are subject to risks, uncertainties, and assumptions. In particular, our expectation around the impact of COVID-19 pandemic on our business, acquisition, results of operation, and financial condition, and that of our customers and partners are uncertain and subject to change. Should any of these materialize, or should our assumptions prove to be incorrect, actual company results could differ materially from the forward-looking statements. A description of these risks, uncertainties, and assumptions, and other factors that could affect our financial results is included in our SEC filings, including our most recent report on Form 10-K. Let me hand the call to Mark.
Well, thanks, Evan. You know, this is probably one of those calls that's the most difficult type of call that we can do. And the reason why it is the most difficult call that we can do is all of the grim things that are happening in the world. And of course, all of us are witnesses to tragedies that we cannot believe our eyes. And at the same time, we're here on the call to tell you that Salesforce had perhaps the best quarter it's ever had in its history. And we are trying to measure our response. And this is actually very personal for me. I'm sure many of you know that my great-grandfather actually immigrated from Kiev from growing up. It was Kiev in our household. But my great-grandfather, Isaac Benioff, came to the United States from Kyiv, and my grandfather was born here in the United States and then came to San Francisco and met my grandmother, who was a second-generation San Franciscan. And that's why... I'm here now. I'm a fourth generation San Franciscan. But looking back and looking at my family now in the Ukraine, my heart is really breaking for them. And the senseless pain, the suffering, it's just unbelievably difficult to see what is going on in the world. And while we really don't have employees or do business in the Ukraine or Russia, of any consequence I would say that you know we we do have employees and and families like mine and with loved ones there and deep connections to the region in this part of the world and our heart is continuing to break and we've provided ways that we provide a humanitarian care I just I provided some response through World Central Kitchen, which I highly endorse, Jose Andres, and someone who I've worked with for many years. And as we find more ways to provide humanitarian care, we will. This is very important to us and who we are and our core values at Salesforce. So as I said, this is a difficult moment for us because we... are not blind to what's happening in the world, and yet we did have probably, I would say, the best quarter we've ever had in the history of the company. And I'm here on the 61st floor of Salesforce Tower. We've got significant numbers of our employees back here in the office. I was just with them. And I was also just spending a tremendous amount of time and surveying the city and how things are coming back to life here, kind of in our post-pandemic reality that we're now entering. And it's powerful. This energy around here is amazing. We're really turning a corner in our battle with the virus. And I believe in many ways COVID is behind us. And certainly I know that Omicron and BA.2 are very serious viruses, but we are in a very different position in the world today. fighting these things than we were a couple years ago, and I want to thank everyone who has done so much for getting us through the last two years. It really became very clear to us a couple of weeks ago. We had our fiscal year kickoff in New York City. We had 5,000 employees attending in person at the Javits Center. It was amazing to be with 5,000 employees again. We have 75,000 employees now in the company, and 35,000 of our 75,000 employees have started since the pandemic. So we've had quite a bit of growth here at Salesforce. And I would also say that, you know, when we asked, we're in the room, and how many of you have not attended a Salesforce kickoff stand up and be welcomed? I would say 75% of the room stood up. And, you know, Brad and I are conducting this kickoff together as a team. And I think we were both in shock. And wouldn't you think that was
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