ServiceNow (NOW) Q2 revenue grew 24% with AI ACV exceeding $1B, while Salesforce (CRM) grew 11% with Agentforce ARR over $1.5B; ServiceNow与英伟达合作被指在企业AI竞争中更具结构性优势
ServiceNow公布第二季度营收增长24%,其AI年度合同价值(ACV)突破10亿美元,并与英伟达(NVIDIA)合作开发Project Arc,旨在推出自主桌面代理。Salesforce同期营收增长11%,其Agentforce年度经常性收入(ARR)超过15亿美元,并预计AI和数据ARR将突破40亿美元。分析认为,ServiceNow作为跨平台“行动系统”在企业AI领域更具优势,而Salesforce以其更低的远期市盈率和股票回购计划,对价值型投资者而言更为稳健。
Source:Yahoo财经 · Source Link
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