异动解读 | ServiceNow股价盘前大跌9.24%,订阅收入预期低于预期、美元走强及计划商业模式转变为主因

异动解读
30 Jan

ServiceNow今日盘前大跌9.24%,引发市场关注。

公司发布的2024财年第四季度财报显示:虽然营收29.57亿美元未达到市场预期,但调整后每股收益3.67美元符合预期。与此同时,公司预计2025年全年订阅收入将低于市场预期,原因主要有以下几个方面:

一是美元走强,预计将令公司今年的订阅收入减少约1.75亿美元。 二是公司计划在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。 三是公司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也将有所放缓。

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