异动解读 | 美元走强及业务模式转变,ServiceNow盘后大跌9.24%

异动解读
30 Jan

ServiceNow(NOW)周三盘后大跌9.24%,引发市场关注。

ServiceNow预计,受美元走强和计划转变货币化模式的影响,其2025年度订阅收入将低于华尔街预期。该公司还预计,由于总统换届带来的季节性影响,今年上半年的美国联邦业务将有所放缓。

具体来看,ServiceNow预计2025年的年度订阅营收将在126.4亿美元至126.8亿美元之间,低于分析师平均预期的128.3亿美元。该公司表示,美元走强将使其今年的订阅收入减少约1.75亿美元。

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