ServiceNow收购Armis不应引发对座位基础模型受威胁的担忧

投资观察2025-12-25

1409 ET - 投资者对ServiceNow收购Armis的初步报道反应消极，因为他们认为这一交易表明座位基础软件模型可能面临人工智能驱动的裁员压力，Truist分析师表示。但分析师认为这种解读是错误的。他们预测，近期裁员的发生不太可能，而在2025年减少员工的客户“表示他们的整体ServiceNow支出并没有因此减少，因为他们发现了新应用场景来将NOW预算资金投入使用。”分析师称：“我们认为这一收购增加了在未来可能面临挑战情况下这些预算资金的潜在使用场景。”（nicholas.miller@wsj.com）

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