AI驅動軟體商ServiceNow再升年度展望、盤後大漲7%
數位工作流程領導軟體廠商ServiceNow Inc.於美國股市週三(7月23日)盤後公布2025年第2季(截至2025年6月30日為止)財報：營收年增22.5%至32.15億美元，非依照一般公認會計原則(Non-GAAP)每股稀釋盈餘年增30.7%(季增1.2%)至4.09美元。
Reuters週三報導，分析師預期ServiceNow 2025年第2季營收、Non-GAAP每股稀釋盈餘分別為31.2億美元、3.57美元。
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ServiceNow週三表示，截至2025年6月30日為止年度合約價值(ACV)超過500萬美元的客戶共有528家、年增約19.5%，當前剩餘履約義務(cRPO)年增24.5%至109.2億美元。
ServiceNow週三將2025年GAAP服務費營收(軟體商關鍵指標)預估區間自4月23日發布的126.40-126.80億美元調高至127.75-127.95億美元。作為對照，ServiceNow 4月將2025年GAAP服務費營收預估區間自1月發布的126.35-126.75億美元調高至126.40-126.80億美元。
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ServiceNow預估2025年第3季GAAP服務費營收將介於32.60-32.65億美元之間。
CNBC週三報導，StreetAccount調查的市場共識值顯示，分析師預期ServiceNow第3季GAAP服務費營收將達32.1億美元。
Reuters報導，ServiceNow執行長Bill McDermott週三受訪時表示，ServiceNow已和美國6家公共部門新客戶簽約。
ServiceNow財務長Gina Mastantuono指出，在合約數量與規模呈現季增的帶動下，生成式人工智慧(AI)助理產品「Now Assist」的淨新增ACV持續超越預期，2026年可望達成10億美元的ACV目標。
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McDermott週三透過財報新聞稿指出，代理型AI正驅動各行各業的業務流程重構。
ServiceNow Inc.(NOW.US)週三下跌0.62%、收956.43美元，年初迄今下跌9.78%；盤後大漲7.27%至1,026.00美元。
ServiceNow週四若以1,026.00美元坐收、將創7月7日以來新高。
(圖片來源：Shutterstock)
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延伸閱讀：
美媒：百倍工程師將催生出年營收10億美元的一人企業
OpenAI前研究員：許多白領薪資恐因AI而開始下跌
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