ServiceNow's Pivot To AI Consumption Pricing Is Margin Accretive (Rating Upgrade)
ServiceNow's shift to a consumption-based pricing model has caused short-term investor uncertainty, but is expected to drive long-term AI adoption and monetization from growing usage. Despite missing Q4 FY24 earnings estimates, ServiceNow reported 22.5% YoY revenue growth and increased both the number of $1M+ ACV customers and Average ACV, driven by AI product demand. Management's FY25 guidance of 18.5-19% subscription revenue growth and 30.5% operating margin reflects prudence amid FX headwinds and evolving pricing strategy.
ServiceNow Stock Slips, But AI Expansion Signals Long-Term Gains
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ServiceNow: The Start Of A Deeper Correction (Rating Downgrade)
ServiceNow's stock sank more than 10% after reporting a rare earnings miss in Q4. The company's revenue growth slowed to 21% y/y, with its outlook calling for a further deceleration in FY25. Fundamental issues include AI potentially reducing demand for seat-based products and aggressive headcount growth limiting profit expansion.
ServiceNow & 2 Other Stocks to Buy for Earnings Growth
ServiceNow, Lululemon Athletica and Amphenol are currently exhibiting superb earnings growth.
Why ServiceNow Stock Is Plummeting Today
ServiceNow (NOW -10.53%) stock is seeing big sell-offs in Thursday's trading. The software company's share price was down 11.3% as of 3:30 p.m.
ServiceNow CFO cites strong growth despite Q4 miss
ServiceNow's (NOW) latest fourth quarter earnings report showed lower-than-expected sales, pressuring stock prices. However, ServiceNow president and CFO Gina Mastantuono tells Seana Smith and Josh Schafer on Catalysts that the results — when adjusted for currency fluctuations — exceeded expectations across metrics, including revenue and operating margin.
Are You Looking for a Top Momentum Pick? Why ServiceNow (NOW) is a Great Choice
Does ServiceNow (NOW) have what it takes to be a top stock pick for momentum investors? Let's find out.
NOW Q4 Earnings Beat Estimates, Shares Fall on Weak 2025 View
ServiceNow's fourth-quarter 2024 results reflect a strong uptake of its Generative AI solution. However, shares fall on weak 2025 subscription revenue guidance.
ServiceNow CEO on earnings: AI business grew 150% quarterly
Bill McDermott, ServiceNow chairman and CEO, joins 'Squawk on the Street' to discuss the company's quarterly earnings results, guidance for the second half of the year, and much more.
ServiceNow Stock Drops On 2025 Outlook As Analysts Boost Price Targets
The stock market imposes a pitiless logic: Unless a public company exceeds investor expectations and raises guidance each quarter, the company's stock price falls.
ServiceNow Stock Plunges on Slowing Subscription Revenue Growth Forecast
Shares of ServiceNow (NOW) are tanking 9% in premarket trading Thursday, as the software and IT services provider posted slower subscription revenue growth than it had forecast earlier and projected a slight decline in first-quarter growth.
ServiceNow's stock falls as the outlook underwhelms. But it is conservative?
ServiceNow's CFO said the forecast for subscription revenue is prudent. And one analyst cheered the company's momentum with large deals.
