ServiceNow第四季度财报:营收未达预期,EPS符合预期,仍处于“巨大的”AI机遇初期

财报速递
01-30

ServiceNow公司 (NYSE:NOW) 在周三收盘后公布了第四季度的财务结果。以下是报告中的关键信息。 ServiceNow报告第四季度收入为29.57亿美元,未达到92.961亿美元的市场共识预期。公司报告的第四季度调整后每股收益为3.67美元,符合分析师预估。 总收入同比增长21%。订阅收入同比增长21%。ServiceNow表示,截止季度末,其剩余履约义务为107亿美元,同比增长19%。公司指出,目前拥有近500名年度合同价值超过500万美元的客户,同比增长21%。 “人工智能正在推动企业技术格局的全面重塑。领导者正在将ServiceNow平台作为他们的人工智能代理控制塔,以释放指数级生产力并无缝统筹端到端的业务转型,”ServiceNow董事长兼首席执行官Bill McDermott表示。 “我们仍处于一个巨大的机遇初期。ServiceNow的创新、增长和盈利能力使我们独一无二。” ServiceNow表示,其董事会授权额外回购最多30亿美元的股票。截至季度末,公司在现有回购计划下还剩2.66亿美元。 ServiceNow预计第一季度订阅收入在29.95亿美元至30亿美元之间。公司预计全年订阅收入在126.35亿美元至126.75亿美元之间。 管理层将在美东时间下午5点召开电话会议进一步讨论本季度情况。 ServiceNow还宣布与Visa、Oracle、Google Cloud和SoftwareOne扩展合作伙伴关系。

以上内容来自Benzinga Earnings专栏,原文如下:

ServiceNow Inc (NYSE:NOW) reported fourth-quarter financial results after the market close on Wednesday. Here’s what you need to know from the report.

What Happened: ServiceNow reported fourth-quarter revenue of $2.957 billion, missing the consensus estimate of $92.961 billion. The company reported fourth-quarter adjusted earnings of $3.67 per share, in line with analyst estimates, according to Benzinga Pro.

Total revenue was up 21% year-over-year. Subscription revenues were up 21% year-over-year. ServiceNow said it had remaining performance obligations of $10.7 billion at quarter's end, up 19% year-over-year. The company noted that it now has nearly 500 customers with more than $5 million in annual contract value, representing 21% year-over-year growth.

“AI is fueling a top-to-bottom re-ordering of the enterprise technology landscape. Leaders are embracing the ServiceNow Platform as their AI agent control tower to unlock exponential productivity and seamlessly orchestrate end-to-end business transformation,” said Bill McDermott, chairman and CEO of ServiceNow.

“We are still in the early days of a massive opportunity. ServiceNow’s innovation, growth, and profitability put us in a class of one.”

ServiceNow said its board authorized additional share repurchases of up to $3 billion. The company had $266 million remaining under its existing buyback at the quarter’s end.

Check This Out: Intel Faces Bearish Pressure As Q4 Earnings Loom: CEO Search, Ai In Focus

What’s Next: ServiceNow expects first-quarter subscription revenue of $2.995 billion to $3 billion. The company expects full-year subscription revenue of $12.635 billion to $12.675 billion.

Management will hold a conference call to further discuss the quarter at 5 p.m. ET.

What Else: ServiceNow announced expanded partnerships with Visa, Oracle, Google Cloud and SoftwareOne in multiple press releases issued around the same time earnings came out.

NOW Price Action: ServiceNow shares were down 9.24% in after-hours, trading at $1,038 at the time of publication Wednesday, according to Benzinga Pro.

Photo: Shutterstock.

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