异动解读 | ServiceNow股价盘中大涨5.17%,Q3业绩超预期且AI战略助力提升盈利能力

异动解读
Oct 30

企业云计算解决方案提供商ServiceNow(NOW)今日盘中大涨5.17%,引发市场关注。这一涨势主要受到公司发布的强劲财报和乐观前景指引的推动。

根据最新公布的财报,ServiceNow第三季度业绩超出华尔街预期。公司第三季度订阅收入同比增长近22%,达到33亿美元,高于分析师预期的32.7亿美元。调整后每股收益为4.82美元,同样超出市场预期的4.27美元。更令投资者振奋的是,ServiceNow上调了全年收入指引,预计截至12月的季度订阅收入将达到约34.3亿美元,高于分析师平均预期的34.1亿美元。

ServiceNow的强劲表现很大程度上归功于其成功的人工智能战略。公司首席财务官Gina Mastantuono表示,内部实施AI正帮助公司削减成本并提高利润,这为AI在企业应用中的实际商业价值提供了有力证据。此外,ServiceNow董事会还批准了一项1拆5的股票拆分方案,这可能进一步提升了投资者的信心。然而,值得注意的是,ServiceNow在其核心的IT服务管理市场可能面临来自Salesforce等竞争对手的挑战,这或将成为公司未来增长的潜在风险。

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