While the top- and bottom-line numbers for ServiceNow (NOW) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
ServiceNow (NOW) came out with quarterly earnings of $0.97 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.81 per share a year ago.
ServiceNow CEO Bill McDermott said it is using AI to boost productivity and expects to hold overall headcount flat even as the company integrates acquisitions. The enterprise software maker reporter first-quarter earnings on Wednesday that beat estimates.
The cloud-based software company said the acquisition will result in a roughly 75 basis point headwind to its operating margin for the full year, as well as a roughly 125 basis point headwind to its operating margin in the second quarter.
Investors may be taking issue with various elements of the software company's margin forecast.
ServiceNow beat Wall Street's first-quarter earnings expectations and upped its fiscal year guidance. The enterprise software company said conflict in the Middle East weighed on subscription revenue growth.
ServiceNow raised its annual subscription revenue forecast on Wednesday, citing stronger adoption of its AI-powered software by enterprise clients.
ServiceNow reported strong Q1 2026 results, raising forecasts amid AI concerns. CEO Bill McDermott emphasized ServiceNow's AI product growth and dismissed AI competition threats.
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksWall Street is pouring billions into AI, but most investors are buying the wrong stocks. The analyst who first identified NVIDIA as a buy back in 2010 - before its 28,000% run - has just pinpointed 10 new AI companies... Live: Will ServiceNow (NOW) Beat Q1 Earnings After the Bell?
Software firm ServiceNow has become a popular short among hedge funds, analysts at J.P. Morgan said on Wednesday, as investor sentiment toward the sector remains fragile amid concerns over artificial intelligence-driven disruption.
ServiceNow's earnings will be closely watched for signs that its AI products are driving demand, even as the stock slides and investors question the future of software.
Not for the first time in recent weeks, the company has taken ownership of a cybersecurity specialist.