ServiceNow业绩后股价创纪录重挫
ServiceNow发布第三季度业绩和展望后，股价创下上市以来最差单日表现，各媒体报道的跌幅从19%到27%不等。订阅收入同比增长21%至39.88亿美元。当前剩余履约义务同比增长20.5%，达到136.5亿美元，高于报道所引用的135.6亿美元分析师预期；但公司预计第四季度该指标增长18.5%，低于分析师平均预期的19%。公司上调全年订阅收入预测至157.8亿至157.9亿美元，并将AI产品年度合同价值目标提高至2026年末17亿美元。
这次创纪录下跌表明，投资者正在权衡ServiceNow的经营增长，以及AI可能颠覆传统企业软件商业模式的担忧。不同媒体报道的跌幅因时间和衡量方式而异。
ServiceNow shares fell as much as 25% to $112.37 after markets opened in New York on Thursday. It was the biggest intraday drop since the company went public in 2012, Brody Ford reported for Bloomberg. The stock was on course for its worst day on record, according to Dow Jones Market Data cited by MarketWatch.
The fall followed ServiceNow’s third-quarter results, released after the market closed on Wednesday. The shares had dropped 14% in extended trading that evening, Bloomberg reported.
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