异动解读 | 财报超预期并上调年度指引,ServiceNow夜盘大涨5.04%

异动解读
Jul 23

ServiceNow(NOW)今日夜盘股价大幅上涨5.04%,引起了市场的广泛关注。

消息面上,公司于盘后发布了第二季度财报,其业绩表现全面超出市场预期。财报显示,第二季度订阅收入达到38.8亿美元,调整后每股收益为90美分,均高于分析师此前的预测。与此同时,得益于其人工智能驱动的软件需求持续增长,ServiceNow再次上调了2026年全年订阅收入预期至157.60亿至157.80亿美元。公司AI产品的年度合同价值已突破10亿美元,其人工智能平台已在美国近50个州得到广泛应用,用于改善公民服务与实现运营现代化。强劲的AI业务动能与客户需求的增长,是推动公司业绩向好并提振市场信心的关键因素。

此外,公司近期还宣布收购印度软件公司BusinessNext约5%的股权,以拓展其自主银行工具业务,并通过其AI控制塔平台对BusinessNext的AI智能代理进行更有效的监控。ServiceNow首席执行官也表示,公司计划继续深化与Palo Alto Networks及CrowdStrike的战略合作伙伴关系,以强化网络安全与IT服务管理领域的生态系统布局。这些积极的业务进展与战略动作为股价上涨提供了额外支撑。

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