订阅收入和订阅毛利 - 公司订阅收入主要包括客户访问订阅服务、相关标准和增强支持以及更新等费用，其中云端订阅服务收入按订阅期限平均确认[75] - 公司订阅收入和订阅毛利存在一定波动性，因为自托管服务中软件交付部分收入会在交付时一次性确认[80] - 订阅收入增加23%，达到77.8亿美元[89] - 数字工作流产品订阅收入增加22%，达到23.98亿美元[90] - 订阅毛利率为82%，保持稳定[92] - 预计2024年订阅收入将继续增长，订阅毛利率将保持相对稳定[89,92] 客户情况 - 公司客户数量超过1百万美元年合同价值的客户达2,020家，同比增长14%[77] - 公司续订率为98%，与去年同期持平[78] 季节性因素 - 公司第四季度通常签订大量新客户和现有客户扩展合同，主要受年度预算支出和销售团队业绩考核的影响[80] - 公司第三季度美国联邦政府12个月合同数量较多，会导致后续期间剩余履约义务和未来12个月内确认收入的波动[75][80] 宏观经济环境 - 公司密切关注乌克兰冲突和中东局势,目前尚未对业务和经营产生重大影响,但如果局势恶化可能会产生重大影响[71][72][74] - 公司密切关注宏观经济环境,如高利率、通胀和银行倒闭等,目前尚未对公司流动性和业务产生重大影响[72][73] 剩余履约义务 - 公司剩余履约义务为195亿美元,同比增长36%,其中48%将在未来12个月内确认[75] 专业服务及其他收入 - 专业服务及其他收入增加14%，达到0.82亿美元[91] - 专业服务及其他毛利率为-7%，有所下降[92] - 预计2024年专业服务及其他收入占比将保持稳定[91] 费用情况 - 销售和营销费用增加18%，占收入的34%[95] - 预计2024年销售营销费用占比将保持相对稳定[97] - 研发费用同比增加14%和20%，主要由于人员成本和软硬件支持成本增加[98] - 管理费用同比增加6%和9%，主要由于人员成本和其他费用增加[99] - 股份支付费用同比增加3%和8%，主要由于新增员工股权激励[101] - 公司预计2024年研发费用和管理费用将保持相对稳定[98,99] 其他收支 - 利息收入同比增加32%和45%，主要由于投资收益和利率上升[103] - 其他费用同比减少29%和40%，主要由于权益投资收益增加[105] - 所得税费用同比增加47%和不适用，主要由于利润增加和递延税资产抵免[106] - 公司在美国实现持续盈利，已全面释放美国递延税资产抵免[106] - 公司继续维持加州递延税资产的估值准备，由于未来税收抵免使用存在不确定性[106] - 国际业务占比约36%，汇率波动对收入和成本影响较小[102] 现金流情况 - 公司自由现金流为20.55亿美元，同比增长48%[77] - 公司经营活动产生的现金流入主要来自预付订阅服务费用[108] - 公司经营活动产生的现金流出主要包括员工工资、奖金、佣金和福利、许可和服务费用以及租赁费用[108] - 公司过去10年一直保持经营活动现金流为正[108] - 公司截至2024年9月30日拥有91亿美元的现金及现金等价物、短期投资和长期投资[108] - 公司2023年5月授权了15亿美元的股票回购计划，截至2024年9月30日已回购0.5亿股，剩余5.62亿美元[108] - 公司2020年8月发行了15亿美元的10年期1.4%固定利率债券[108] - 公司经营活动产生的现金流量净额从2023年9月30日的17.93亿美元增加到2024年9月30日的26.32亿美元[110] - 公司投资活动产生的现金流量净额从2023年9月30日的17.23亿美元增加到2024年9月30日的17.63亿美元[111] - 公司筹资活动产生的现金流量净额从2023年9月30日的4.22亿美元增加到2024年9月30日的8.72亿美元[112]

ServiceNow (NOW) reported $2.8 billion in revenue for the quarter ended September 2024, representing a year-over-year increase of 22.3%. EPS of $3.72 for the same period compares to $2.92 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $2.74 billion, representing a surprise of +2.06%. The company delivered an EPS surprise of +7.51%, with the consensus EPS estimate being $3.46.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and h ...

ServiceNow (NOW) came out with quarterly earnings of $3.72 per share, beating the Zacks Consensus Estimate of $3.46 per share. This compares to earnings of $2.92 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 7.51%. A quarter ago, it was expected that this maker of software that automates companies' technology operations would post earnings of $2.85 per share when it actually produced earnings of $3.13, delivering a surprise ...

ServiceNow Reports Third Quarter 2024 Financial Results • ServiceNow exceeds guidance across all Q3 2024 topline growth and profitability metrics; raises 2024 subscription revenues guidance • Subscription revenues of $2,715 million in Q3 2024, representing 23% year-over-year growth, 22.5% in constant currency • Total revenues of $2,797 million in Q3 2024, representing 22% year-over-year growth, 22% in constant currency • Current remaining performance obligations of $9.36 billion as of Q3 2024, representing ...

Which of these popular AI stocks has a brighter future? ServiceNow (NOW -0.37%) and AppLovin (APP 9.39%) are both high-growth tech companies that leverage artificial intelligence (AI) to simplify tasks for companies. ServiceNow cleans up unstructured work patterns with its cloud-based digital workflow platform so companies can expand more efficiently, cut costs, and support their hybrid and remote workers. AppLovin publishes its own mobile games, but it also develops AI-powered app monetization tools for ot ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores sy ...

ServiceNow (NOW) is scheduled to release its third-quarter 2024 results on July 24. The Zacks Consensus Estimate for second-quarter revenues is currently pegged at $2.74 billion, indicating 19.78% growth from the figure reported in the year-ago quarter. The consensus mark for earnings is pegged at $3.46 per share, indicating growth of 18.49% from the figure reported in the year-ago quarter. The earnings figure has remained unchanged over the past 30 days. ServiceNow's earnings beat the Zacks Consensus Estim ...

文章核心观点 - ServiceNow股票价格已经很高,但Jefferies预计未来还有20%的上涨空间 [1][2][3] - ServiceNow的订阅业务模式和高利润率使其估值较高 [2][3] - ServiceNow在工作流管理软件领域处于领先地位,尤其是其Now Assist产品与微软Copilot的合作 [3] - 即使估值较高,ServiceNow也可能继续保持较高的增长并超越整体市场 [3] 公司相关 - ServiceNow第二季度订阅收入同比增长23% [2] - 公司预计全年收入和自由现金流将分别增长22%和31% [2] - 公司第三季度业绩预计会再次强劲,有望推动股价达到1100美元的目标价位 [3] 行业相关 - 企业对提高员工生产力的需求推动了ServiceNow软件的高需求 [1] - ServiceNow的软件被视为工作流管理领域的佼佼者,企业难以离开 [3]

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Wall Street analysts expect ServiceNow (NOW) to post quarterly earnings of $3.46 per share in its upcoming report, which indicates a year-over-year increase of 18.5%. Revenues are expected to be $2.74 billion, up 19.8% from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe. Before a company reveals its earnings, it is vital ...