ServiceNow, Inc. (NOW)
ServiceNow Inc (NOW) Q1 2026 Earnings Call Highlights: Strong Growth Amid Geopolitical Challenges
Subscription Revenue: $3.671 billion, growing 19% year over year in constant currency.Remaining Performance Obligations (RPO): $27.7 billion, representing 23.5
ServiceNow Reveals a New Challenge From the Iran War: Deal Delays
ServiceNow said deal delays in the Middle East added a 75-basis-point revenue headwind in the first quarter. Fears about AI disruption continue to weigh on the SaaS sector.
ServiceNow Earnings Selloff: 3 Reasons The Market Got It Wrong
ServiceNow, Inc. presents a rare 'unrepeatable' investment opportunity amid sector-wide panic, with a 33% YTD decline not justified by fundamentals. NOW's Q1 '26 results beat revenue estimates, raised FY26 subscription guidance, and showed robust demand metrics, despite temporary margin and contract timing issues. Margin pressure is short-term, driven by Armis integration, and large deal delays are timing-related, not indicative of structural demand weakness.
ServiceNow (NOW) Reports Q1 Earnings: What Key Metrics Have to Say
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) Q1 Earnings and Revenues Surpass Estimates
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.
AI will boost productivity so ServiceNow won't have to backfill open jobs, CEO says
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.
ServiceNow Posts Revenue Growth, But Says Armis Deal Will Weigh on Margins
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.
Why ServiceNow's stock is sliding in the wake of earnings
Investors may be taking issue with various elements of the software company's margin forecast.
ServiceNow stock sinks 14% as subscription revenue takes hit from Iran war
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 boosts annual subscription revenue outlook on strong AI software demand
ServiceNow raised its annual subscription revenue forecast on Wednesday, citing stronger adoption of its AI-powered software by enterprise clients.
ServiceNow CEO dismisses AI software threats as 'parlor tricks' as he raises forecasts
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: Will ServiceNow (NOW) Beat Q1 Earnings After the Bell?
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?
