ServiceNow(NOW.US)高管：AI产品将需要时间来促收增益

智通财经05-07

智通财经获悉，ServiceNow(NOW.US)高管表示，公司新推出的以人工智能为重点的衍生产品层将需要时间来提振财务业绩，这向希望从这项被大肆宣传的技术中获得重大影响的投资者发出了不温不火的信息。该公司首席财务官Gina Mastantuono周一在ServiceNow的年度华尔街分析师会议上称：“虽然可能需要一段时间才能对收入产生实质性影响，但机会是巨大的。”Mastantuono补充称，...

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McDermott表示，去年年底发布的面向人工智能的新产品是ServiceNow有史以来增长最快的产品。在发布会开始前，投资者一直在密切关注有关客户采用以人工智能为重点的新产品层的速度有多快的信号。几位分析师在发布会前的报告中表示，他们希望看到比ServiceNow高管上月发布的最新收益报告更具体的内容。尽管许多软件公司都在吹捧新的生成式人工智能工具的创收潜力，但很少有公司公开披露财务信息。亚马逊公司表示，人工智能在其云计算部门的年运行率中占据了数十亿美元的份额。International Business Machines Corp.上个月表示，自2023年中期以来，其人工智能业务(包括咨询和软件业务)已经预订了超过10亿美元的业务。ServiceNow还确认了此前对2026年订阅收入达150亿美元的销售预期，分析师平均预期为155亿美元。该股今年以来上涨了2.8%，而标普500软件指数的涨幅为6.3%。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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