ServiceNow第三季度总收入41.06亿美元增20.5%：订阅收入39.88亿增21%，上调全年指引
企业软件公司 ServiceNow（纽约证券交易所代码：NOW）10月28日公布截至2026年9月30日的第三季度业绩：总收入41.06亿美元，同比增长20.5%；其中订阅收入39.88亿美元，同比增长21%（按固定汇率增20.5%），专业服务及其他收入1.18亿美元，增长10%。公司称，本季所有收入增长与盈利指标均超过此前指引区间的高端。
盈利方面，按美国通用会计准则，公司毛利润28.95亿美元、毛利率70.5%；营业利润3.85亿美元、营业利润率9.5%，去年同期为5.72亿美元、17%；净利润2.77亿美元、每股0.27美元，去年同期为5.02亿美元、每股0.48美元。非通用会计准则口径下，净利润10.39亿美元、每股1.00美元，营业利润率32.5%。本季经营现金流8.39亿美元，自由现金流8.22亿美元。
订单指标方面，未来12个月内待确认的当期剩余履约义务（cRPO）达136.5亿美元，同比增长20.5%；剩余履约义务总额297亿美元，增长22%。本季公司新签19笔净新增年合同价值超过500万美元的交易，同比增长超过135%；年合同价值超过500万美元的客户达680家，同比增长约23%；续约率98%。
公司上调全年预期：2026年订阅收入指引升至157.8亿至157.9亿美元，自由现金流利润率目标升至36%；第四季度订阅收入预计42.45亿至42.55亿美元。公司还把2026年超级智能（SI）相关年合同价值目标上调至17亿美元。
ServiceNow 总部位于加州圣克拉拉，其平台供企业管理信息技术服务与各部门工作流程，美国联邦机构业务本季百万美元以上交易同比增长超过30%。
ServiceNow Q3 Total Revenue Rises 20.5% to $4.106 Billion: Subscription Revenue Up 21% to $3.988 Billion as Guidance Raised
Enterprise software company ServiceNow (NYSE: NOW) reported results on October 28 for its third quarter ended September 30, 2026: total revenues were $4,106 million, up 20.5% year over year, including subscription revenues of $3,988 million, up 21% (20.5% in constant currency), and professional services and other revenues of $118 million, up 10%. The company said it exceeded the high end of its guidance across all third-quarter topline growth and profitability metrics.
On a GAAP basis, gross profit was $2,895 million, a 70.5% margin; income from operations was $385 million, a 9.5% margin, compared with $572 million and 17% a year earlier; and net income was $277 million, or $0.27 per share, versus $502 million, or $0.48, a year earlier. On a non-GAAP basis, net income was $1,039 million, or $1.00 per share, with a 32.5% operating margin. Operating cash flow was $839 million and free cash flow was $822 million.
Current remaining performance obligations (cRPO) were $13.65 billion, up 20.5%, and total remaining performance obligations were $29.7 billion, up 22%. The company closed 19 transactions with more than $5 million in net new annual contract value (ACV), growth of over 135% year over year, ended the quarter with 680 customers generating more than $5 million in ACV, up about 23%, and reported a 98% renewal rate.
ServiceNow raised its outlook: full-year 2026 subscription revenue guidance rose to $15.78 billion to $15.79 billion, its free cash flow margin target rose to 36%, and fourth-quarter subscription revenue is expected at $4.245 billion to $4.255 billion. The company also raised its 2026 target for super intelligence (SI) annual contract value to $1.7 billion.
Headquartered in Santa Clara, California, ServiceNow's platform runs IT services and departmental workflows for large organizations; its U.S. federal business saw deals over $1 million grow more than 30% year over year in the quarter.
来源：GSM·美国（原文链接）
图片来源：图：ServiceNow 公司标识。公共领域，经 Wikimedia Commons。 / Image: ServiceNow logo. Public domain, via Wikimedia Commons.
