尽管第一季度销售增长强劲，但ServiceNow由于利润率展望不及预期，股价大幅下挫。
分析师预计这家企业软件公司调整后每股利润为0.97美元。营收同比增长22%，达到37.7亿美元，超出分析师预期。剩余履约义务增长25%，达到277亿美元，表明需求强劲。
投资者关注利润表现。ServiceNow预计全年订阅毛利率为81.5%，低于此前的82.1%。该公司表示，近期的收购导致了这一差距，预计到2027年该差距将缩小。
尽管销售仍在增长，但投资者对利润率感到担忧，股价盘后下跌14%。该公司表示，中东持续的危机导致部分协议延迟，影响了订阅收入增长。
尽管面临短期挑战，ServiceNow仍上调了第二季度和全年的订阅收入预期。这是因为其核心业务及AI驱动产品表现良好。随着整合成本下降和收购带来的增长加速，投资者将继续关注利润率走势。
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