ServiceNow, Inc. (NOW)
Why I Plan To Make ServiceNow 5% (At Least) Of My Portfolio
ServiceNow delivered a strong Q3 FY25, beating revenue and earnings expectations, and management raised forward guidance, highlighting robust cRPO performance. ServiceNow's AI-driven Now Assist solution surpassed $500M in ACV, fueling optimism for continued growth and positioning the company as a winner amid investor fears of AI disrupting SaaS business models. Management forecasts cRPO acceleration in Q4 and raised full-year revenue and margin guidance, supporting a bullish long-term outlook for the stock.
NOW Raises '25 Subscription Sales Outlook: Buy or Hold the Stock?
ServiceNow's strong workflow demand and expanding AI partnerships fuel growth, but valuation and macro headwinds keep investors cautious.
ServiceNow: AI Adoption Supports 20% Plus Growth Outlook
ServiceNow's revenue growth is increasingly driven by ARPU expansion as customer growth slows, with AI adoption fueling higher average spending per user. AI features, including Now Assist, are projected to contribute an incremental 5.3% to ARPU growth annually through 2029, supporting a 25.3% 5-year CAGR. ServiceNow maintains a competitive edge with the broadest AI feature portfolio in ITSM, positioning it for continued upselling and premium plan adoption.
ServiceNow's AI Efficiency Push Has Analysts Targeting Big Gains
Despite recently posting better-than-expected Q3 2025 earnings, shares of tech giant ServiceNow NYSE: NOW keep taking hits. Shares rose around 2.5% the day after the Oct. 29 release.
ServiceNow's 5-for-1 Split Is a Signal for Investors to Buy
ServiceNow's NYSE: NOW 5-for-1 stock split is a signal for investors to buy, as the reasons behind the decision point to a sustained uptrend in the stock price.
ServiceNow Stock Down 12.8%. After Q3 Beat, $NOW May Be A Bargain
ServiceNow stock has fallen 12.8% so far in 2025 while the Nasdaq rose 22%.
NOW Q3 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Rise
ServiceNow posts strong Q3 results with 29.6% earnings growth, a 21.7% revenue jump, and a 5-for-1 stock split approval.
ServiceNow, Inc. (NOW) Q3 2025 Earnings Call Transcript
ServiceNow, Inc. ( NOW ) Q3 2025 Earnings Call October 29, 2025 5:00 PM EDT Company Participants Darren Yip - Head of Investor Relations William McDermott - Chairman & CEO Gina Mastantuono - President & CFO Amit Zavery - President, Chief Product Officer & COO Conference Call Participants Kasthuri Rangan - Goldman Sachs Group, Inc., Research Division Samad Samana - Jefferies LLC, Research Division Aleksandr Zukin - Wolfe Research, LLC Tyler Radke - Citigroup Inc., Research Division Michael Turrin - Wells Fargo Securities, LLC, Research Division S. Kirk Materne - Evercore ISI Institutional Equities, Research Division Peter Weed - Sanford C.
ServiceNow (NOW) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
The headline numbers for ServiceNow (NOW) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
ServiceNow CEO denies AI companies are threatening enterprise software: 'They don't do what we do'
ServiceNow CEO Bill McDermott pushed back against the idea that artificial intelligence technology will make enterprise software redundant in a Wednesday interview with CNBC's Jim Cramer. "We realize the world needs access to the great hyperscalers, and so we integrated with all three of them.
ServiceNow (NOW) Q3 Earnings and Revenues Beat Estimates
ServiceNow (NOW) came out with quarterly earnings of $4.82 per share, beating the Zacks Consensus Estimate of $4.21 per share. This compares to earnings of $3.72 per share a year ago.
ServiceNow tops estimates, approves 5-for-1 stock split
ServiceNow topped third-quarter estimates and lifted its guidance as it benefits from the AI boom. The enterprise software firm also authorized a 5-for-1 stock split to make shares more accessible to retail investors.
