ServiceNow(NOW)周三夜盘大跌8.27%,引发了市场的广泛关注。
公司财报显示,尽管其第四季度营收和调整后每股收益均符合预期,但公司预计2025年全年订阅收入将低于市场预期。ServiceNow表示,受美元走强和计划转变货币化模式的影响,其2025年订阅收入预计将在126.4亿美元至126.8亿美元之间,而分析师此前预期为128.3亿美元。其中美元走强预计将令其今年的订阅收入减少约1.75亿美元。
此外,ServiceNow还预计今年上半年的美国联邦业务将有所放缓,原因是总统换届带来的季节性影响。另外,该公司还计划在人工智能和数据产品中推广基于消费的货币化模式,即客户根据其对产品或服务的实际使用情况付费,有望帮助公司开拓新的收入来源。
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