异动解读 | ServiceNow夜盘大涨6.86%,上调年度订阅收入预期超预期

异动解读
24 Jul

周三夜盘,云计算服务提供商ServiceNow(NOW)股价大涨6.86%,引发市场广泛关注。这一显著涨幅主要归因于公司上调了年度订阅收入预期,反映出市场对其人工智能驱动的数字运营自动化工具需求强劲。

根据公司最新财报,ServiceNow将全年订阅收入预期上调至127.8亿美元至128.0亿美元之间,高于此前126.4亿美元至126.8亿美元的预期范围。第二季度业绩同样亮眼,营收达32.2亿美元,调整后每股收益为4.09美元,均超出市场预期。这些数据显示,尽管面临经济不确定性,ServiceNow仍保持强劲增长势头。

ServiceNow的增长主要得益于企业对人工智能和云计算解决方案的广泛采用。公司首席执行官比尔·麦克德莫特透露,ServiceNow已与美国公共部门的六家新客户签订合同,进一步扩大了其市场份额。此外,ServiceNow正在推进收购人工智能公司Moveworks的交易,目前正接受美国司法部的监管审查。公司预计这笔价值28.5亿美元的收购将于今年下半年或2026年初完成,进一步增强其在人工智能领域的竞争力。

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