Core Viewpoint - ServiceNow's fourth-quarter profits and revenues exceeded Wall Street expectations, driven by strong demand for artificial intelligence software, although the company's stock fell approximately 3% in after-hours trading [1]. Group 1: Financial Performance - The company reported adjusted earnings per share of $0.92, surpassing the average analyst expectation of $0.89 [3]. - Quarterly revenue increased to $3.57 billion, exceeding the expected $3.53 billion [3]. Group 2: AI Demand and Integration - There is strong demand for ServiceNow's AI products as enterprises invest in automation workflows, productivity enhancement, and management of complex IT operations [4]. - The company is integrating generative AI into its platform amid increasing competition from new autonomous AI agents [5]. - ServiceNow is deepening partnerships with leading AI developers, including Anthropic and OpenAI, to enhance its offerings [6]. Group 3: Strategic Initiatives - The company announced an additional $5 billion authorization for its share repurchase program and plans to execute a $2 billion accelerated buyback in the near term [7]. - CEO Bill McDermott stated that the collaboration with Anthropic aims to transform intelligence into action for large enterprises through AI-native workflows [8].
盘后跌超3%！ServiceNow第四季度业绩超预期，扩大回购计划
美股IPO·2026-01-28 23:17