在该公司给出的季度订阅销售前景符合分析师预期，但未能平息华尔街对人工智能将冲击这家软件制造商的担忧后，ServiceNow Inc. 股价大跌。
Inc. shares plunged after the company gave an outlook for quarterly subscription sales that met analysts’ estimates, but failed to quell Wall Street’s anxieties that artificial intelligence will disrupt the software maker.
公司周三在声明中表示，本期订阅收入将增长最高 23%，大致符合华尔街预期。截至 12 月底的当期剩余履约义务（衡量订单量的指标）将增长 18% 以上。根据彭博汇编的数据，这略低于分析师平均 19% 的预期。
Subscription revenue will grow as much as 23% in the period, about in line with Wall Street estimates. Current remaining performance obligations, a measure of bookings, will expand more than 18% in the period ending in December, the company said Wednesday in a statement. That fell just shy of analysts’ average projection of 19%, according to data compiled by Bloomberg.
这家总部位于加利福尼亚州圣克拉拉的公司正努力证明其能从 AI 中获利并抵御新竞争。ServiceNow 以帮助企业管理技术支持运营的工具而闻名，正拓展至客户管理和网络安全等新领域。
The Santa Clara, California-based company is fighting to prove it can make money from AI and ward off new competition. While ServiceNow is known for tools to help corporations manage their technology support operations, it’s expanding into new arenas such as customer management and cybersecurity.
股价在常规交易以 150.13 美元收盘后，盘后交易中下跌 14%。在投资者对其对抗 AI 竞争对手的地位变得更加乐观后，该股在过去三个月累计上涨 36%。Evercore ISI 分析师 Kirk Materne 在财报发布前写道，近期的反弹使得周三业绩的门槛“明显更高”。
The shares dipped 14% in extended trading after closing at $150.13 in New York. The stock had gained 36% over the last three months after investors became more positive about its position against AI rivals. The recent rally made the bar for Wednesday’s results “clearly higher,” wrote Kirk Materne, an analyst at Evercore ISI, ahead of the earnings report.
公司表示，到 12 月底 AI 产品的年度合同价值将达到 17 亿美元，高于三个月前给出的 15 亿美元目标。
Annual contract value for AI products will hit $1.7 billion by the end of December, the company said. That’s up from a target of $1.5 billion given three months ago.
首席财务官 Gina Mastantuono 在声明中表示，客户“正在迅速增加对智能体 AI 的使用”，今年的消费量是去年的 13 倍。
Customers are “rapidly increasing their use of agentic AI,” with consumption 13 times higher this year compared with last, Chief Financial Officer Gina Mastantuono said in the statement.
截至 9 月 30 日的季度，订阅收入增长 21% 至 39.9 亿美元。分析师预估为 39.8 亿美元。订阅销售占 ServiceNow 总收入的 97%。不含某些项目的利润为每股 1 美元，分析师预估为每股 1.03 美元。
Subscription revenue gained 21% to $3.99 billion in the quarter ended Sept. 30. Analysts estimated $3.98 billion. Subscription sales make up 97% of ServiceNow’s total revenue. Profit, excluding some items, was $1 a share, compared with analysts’ estimate of $1.03.