ServiceNow今日盘中股价大跌11.54%,引发了市场的广泛关注。主要原因如下:
一是ServiceNow发布的2024财年第四季度财报显示,尽管营收符合预期,但公司预计2025年订阅收入将低于市场预期。主要因为美元走强将令公司今年订阅收入减少约1.75亿美元,以及公司计划将人工智能和数据产品推广基于消费的货币化模式,即客户根据实际使用情况付费,可能在短期内影响部分收入。
此外,季节性因素也将影响ServiceNow的业绩表现。由于总统换届的原因,公司预计今年上半年的美国联邦业务也将有所放缓。虽然公司在人工智能等新兴业务布局广受期待,但增长动能的降低令投资者担忧,从而推动股价重挫。
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