企业云计算解决方案
Search documents
美股异动丨ServiceNow涨超5%,上调全年订阅收入指引+拟按1:5拆股
Ge Long Hui· 2025-10-30 14:25
Core Insights - ServiceNow's stock rose over 5.2%, reaching $959.24 [1] - The company reported Q3 revenue of $3.41 billion, a 22% year-over-year increase, exceeding analyst expectations of $3.35 billion [1] - Adjusted earnings per share were $4.82, also surpassing the forecast of $4.27 [1] - Subscription revenue for the quarter was $3 billion, up 21.5% year-over-year, higher than the anticipated $3.26 billion [1] - ServiceNow revised its full-year subscription revenue guidance to between $12.84 billion and $12.85 billion, up from the previous range of $12.78 billion to $12.8 billion, with analyst expectations averaging $12.79 billion [1] - The company's board approved a 1-for-5 stock split [1]
美股盘前要点 | 中美经贸磋商取得新进展!微软、谷歌及Meta绩后涨跌互现
Ge Long Hui· 2025-10-30 12:42
Group 1 - US stock index futures experienced slight declines, with Nasdaq futures down 0.35%, S&P 500 futures down 0.24%, and Dow futures down 0.33% [1] - Major European indices collectively fell, with Germany's DAX down 0.15%, UK's FTSE 100 down 0.61%, France's CAC down 0.91%, and the Euro Stoxx 50 down 0.52% [1] - OpenAI is reportedly planning to apply for an IPO as early as 2026, with a potential valuation of up to $1 trillion [1] - Alphabet, Google's parent company, reported record Q3 revenue of $102.3 billion, with a 34% year-over-year increase in cloud computing revenue [1] - Microsoft reported Q1 FY2026 revenue of $77.67 billion and earnings per share of $3.72, both exceeding expectations; however, Azure and other cloud revenue fell short of buyer expectations [1] - Meta's Q3 revenue was $51.2 billion, with net profit declining to $2.7 billion due to one-time tax expenses; the company raised its full-year capital expenditure guidance [1] Group 2 - Eli Lilly reported a 54% year-over-year revenue increase to $17.6 billion in Q3, raising its full-year revenue forecast [2] - Merck's Q3 sales reached $17.28 billion, with adjusted earnings per share of $2.58, both exceeding expectations [2] - Stellantis reported a 13% year-over-year revenue increase to €37.2 billion in Q3, noting that US tariffs have caused approximately €1 billion in losses this year [2] - Shell's Q3 adjusted profit was $5.43 billion, surpassing expectations; the company announced a $3.5 billion stock buyback plan [2] - ServiceNow reported Q3 revenue of $3.41 billion, with adjusted earnings per share of $4.82, both exceeding expectations; the company plans a 1-for-5 stock split [2] - eBay's Q3 sales grew 9% year-over-year to $2.82 billion, with adjusted earnings per share of $1.36, exceeding expectations [2] - Carvana, a US used car retailer, reported a 54.5% year-over-year revenue increase to $5.65 billion in Q3, with earnings per share of $1.03, which fell short of analyst expectations [2] - KLA Corporation, a semiconductor testing equipment manufacturer, reported a 13% year-over-year revenue increase to $3.21 billion in Q1 FY2026, with adjusted earnings per share of $8.81, exceeding expectations [2] - Novo Nordisk is reportedly increasing its bid for Metsera, while Pfizer's $4.9 billion acquisition may face uncertainties [2] Group 3 - S&P has downgraded Strategy's credit rating to junk status at B-, citing significant "currency mismatch" risks [3]
美股异动丨ServiceNow夜盘涨超4%,Q3业绩超预期+拟按1:5拆股
Ge Long Hui· 2025-10-30 02:02
Core Insights - ServiceNow's stock rose over 4% in after-hours trading, reaching $948.98 [1] - The company reported Q3 revenue of $3.41 billion, a 22% year-over-year increase, surpassing analyst expectations of $3.35 billion [1] - Adjusted earnings per share for the quarter were $4.82, exceeding the forecast of $4.27 [1] - Subscription revenue for the period was $3 billion, reflecting a 21.5% year-over-year growth, also above the expected $3.26 billion [1] - ServiceNow revised its full-year subscription revenue guidance to between $12.84 billion and $12.85 billion, up from the previous range of $12.78 billion to $12.8 billion, with analyst consensus at $12.79 billion [1] - The company's board approved a 1-for-5 stock split [1]