ServiceNow, Inc.
NOWSoftware - Application • Technology
Comprehensive AI Analysis
Strategic AI Analysis for NOW
Checking whether the approved providers contain enough current financial data for a reliable report.
Summary
Source-linked company research for NOW
Factor Scorecard
Mechanical 0-100 composites from the displayed inputs. Bands and colours are numerical aids, not security ratings or investment actions.
Latest results at a glance
Insights from the latest company results and reports · filed 22 Jul 2026
Q2 2026 Earnings Exceed Guidance
ServiceNow reported that Q2 2026 topline growth and profitability metrics exceeded the high end of the company's guidance range. Subscription revenues for the quarter surpassed the high end of the guidance range by 150 basis points, driven by net new annual contract value outperformance and on-premise revenue mix.
Full-Year Outlook Raised
The company raised its full-year subscription revenues outlook following the quarter's performance. Management stated it is raising FY 2026 subscription revenues guidance to reflect the strength in net new annual contract value.
Remaining Performance Obligations Grow
As of June 30, 2026, current remaining performance obligations were $13.20 billion, representing 21% year-over-year growth and 21.5% in constant currency. The company also reported 123 transactions over $1 million in net new annual contract value, growing nearly 40% year-over-year.
Long-Term Targets Outlined
At its May 4 Financial Analyst Day, ServiceNow outlined long-term targets including $30 billion+ in subscription revenues and 30% of annual contract value to come from AI by 2030. The company also committed to reducing stock-based compensation to less than 10% of revenue by 2029.
Gross Margin Guidance Adjusted
The company's FY 2026 gross margin guidance reflects an increase in customers utilizing hyperscaler partnerships and an acceleration in customer AI adoption.
Price Chart
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Overview
Quarterly income statement data isn't available for this company.
No Data
No annual financial data available.
Financial Fundamentals
Growth, quality, valuation, cash generation, and balance-sheet strength.
Growth
TTM revenue plus current, long-term, forward, and accelerating top-line trends.
Earnings
Trailing EPS, current EPS growth, long-term compounding, surprise, and forward expectations.
Profitability
TTM margin and return metrics that reflect pricing power and business quality.
Cash Flow
TTM free cash flow, growth, margin, and operating-cash conversion quality.
Valuation
Metrics ranked by issuer type, financial state, and input quality.
Forward P/E
Forward P/E is the primary lens because positive expected earnings make the next operating period directly assessable.
Financial Health
Latest-quarter liquidity and leverage checks plus TTM interest coverage.
Shareholder Signals
Capital returns and dilution checks sourced from statements and insider filings.
Peer Comparison
| Ticker | Price | Mkt Cap | EV/EBITDA | Fwd P/E | Rev Growth | Gross Margin | FCF Yield |
|---|---|---|---|---|---|---|---|
NOWServiceNow, Inc. | $144.71 | $149.6B | 58.5x | 35.6x | +22.2% | 74.8% | 3.1% |
Company Profile
About the Company
ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Brazil, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations, strategic portfolio management, IT operations management products; customer service management product; field service management applications; and sales and order management services. It also offers human resources delivery; legal and contract operations; workplace service delivery products; app engine product; automation engine; platform privacy and security product; and source-to-pay operations. In addition, the company provides RaptorDB, a database built to manage workloads at scale; ServiceNow Impact that provides customers with software tools, guided plans, and AI-driven recommendations; customer support; and workflow data fabric. It serves government, financial services, healthcare and life science, manufacturing, Public Sector, retail, technology, and Telecom sectors through service providers and resale partners. The company has a strategic collaboration with Cohesity, Inc. to develop, operate, and safeguard autonomous AI agents and data with enterprise-grade reliability; and with ServiceNow to Advance Ai-Powered Solution for Mission-Critical Infrastructure Monitoring. The company was formerly known as Service-now.com and changed its name to ServiceNow, Inc. in May 2012. ServiceNow, Inc. has a strategic alliance with Accenture for integrated risk management and third-party risk management solutions, and with Tech Mahindra to validate and deliver production-ready, industry-specific enterprise AI and automation solutions at scale. ServiceNow, Inc. was founded in 2004 and is headquartered in Santa Clara, California.
Next Earnings Date
Oct 28, 2026
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