ServiceNow连续两个季度上调业绩指引，预计AI功能将提高订阅价格_老虎社区_美港股上老虎

ServiceNow连续两个季度上调业绩指引，预计AI功能将提高订阅价格

智通财经2023-07-27

7月27日，ServiceNow公布了2023年第二季度业绩。财报显示，ServiceNow第二季度营收为21.5亿美元，同比增长22.9%，超出市场预期；净利润为10.44亿美元，上年同期为2000万美元；摊薄后每股收益为5.08美元，上年同期为0.10美元。非公认会计准则下，不计部分项目的净利润为4.86亿美元，每股收益为2.37美元，分析师平均预估为2.05美元。本季度订阅收入为20.75...

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McDermott表示，公司销售渠道强劲，客户保留率也很高。预计三季度的订阅收入将达到约21.9亿美元，超过分析师的预期。McDermott表示，今年9月，该公司将发布带有这些新的人工智能工具的新版本平台，这可能会使一些客户的价格上涨60%-100%。他表示，这种潜在的新收入并未反映在目前的前景中。财报显示，截至6月30日当季末，该公司拥有1724家年合同价值超过100万美元的客户，较上年同期增长18%。虽然客户总数较上一季度增加了42%，但这是该公司至少四年来报告的最慢同比增幅。该公司表示，它有45家客户，年合同价值超过2000万美元，这是一个此前未披露的指标。今年5月，ServiceNow宣布首次回购股票，并加大了对利润的关注。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}