ServiceNow第四季度前景因政府关停而受到抑制

投资观察
Oct 31, 2025

1425 ET - ServiceNow对第四季度的预期持乐观态度,但根据Truist Securities分析师的报告,若不是与联邦客户的时间相关问题,其预测可能会更加强劲。分析师表示:“政府关停限制了本可更加显著提升的第四季度前景。”管理层明确表示,其保守的态度是基于由于关停导致的标准采购流程的时间风险,而非需求因素。展望未来,ServiceNow的政府范围协议简化了采购体验,并允许更广泛的平台采用,分析师认为这可能在该领域带来持续的增长。

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