美股异动丨ServiceNow跌12.5%,中东大型合约延迟拖累Q1订阅营收增长

中金财经
Apr 23

  ServiceNow(NOW.US)跌12.5%,报90.21美元。消息面上,ServiceNow公布,第一季度营收为37.7亿美元,同比增长22%,优于市场预期的37.4亿美元;其中,订阅收入为37.71亿美元,同比增长22%。调整后每股收益为0.97美元,亦优于市场预期的0.96美元。截至期末,总剩余履约义务(RPO)达277亿美元,同比增长25%。   ServiceNow指出,受持续冲突影响,中东地区多笔大型部署合约延后结案,使订阅营收增长面临约75个基点的压力。公司营运长Amit Zavery表示,这些交易预计将在今年内陆续完成,“我们不知道这些冲突何时会解决,但仍持续与客户合作”。展望第二季度,公司预计订阅收入将介于38.15亿至38.20亿美元之间,同比增长约22.5%,高于分析师平均预期的37.5亿美元。(格隆汇)   

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