异动解读 | 人工智能需求强劲,Freshworks盘前大涨5.42%

异动解读
Nov 06

周四盘前,Freshworks(股票代码:FRSH)股价大涨5.42%,延续了周三夜间交易中的强劲涨势。这波上涨主要受益于公司发布的乐观第四季度收入预期和优于预期的第三季度业绩。

根据Freshworks最新财报,公司预计第四季度营收将达到2.17亿美元至2.20亿美元,中值高于分析师平均预期的2.165亿美元。这一乐观预期主要得益于企业对人工智能驱动的软件工具需求的增长。Freshworks提供的云端软件,如用于客户服务的Freshdesk和IT支持的Freshservice,都集成了人工智能功能,以增强客户关系管理和IT服务管理能力。第三季度,公司实现营收2.151亿美元,调整后每股收益为16美分,均超过市场预期。

此外,Freshworks去年收购的IT管理软件Device42也为公司带来了新的增长动力。首席执行官Dennis Woodside表示,本季度约有一半的大型交易包含了Device42的内容,其中包括与一家美国大型体育用品制造商达成的有史以来最大的Device42交易。鉴于强劲的业绩表现和市场需求,Freshworks上调了全年营收和调整后每股收益指引,进一步提振了投资者信心,推动股价大幅上涨。

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