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ServiceNow Earnings Calls
| Release date | Apr 22, 2026 |
| EPS estimate | $0.97 |
| EPS actual | $0.97 |
| Revenue estimate | 3.741B |
| Revenue actual | 3.77B |
| Revenue Surprise | 0.784% |
| Release date | Jan 28, 2026 |
| EPS estimate | $0.89 |
| EPS actual | $0.92 |
| EPS Surprise | 3.95% |
| Revenue estimate | 3.528B |
| Revenue actual | 3.568B |
| Revenue Surprise | 1.12% |
| Release date | Oct 29, 2025 |
| EPS estimate | $0.85 |
| EPS actual | $0.96 |
| EPS Surprise | 13.28% |
| Revenue estimate | 3.355B |
| Revenue actual | 3.407B |
| Revenue Surprise | 1.54% |
| Release date | Jul 23, 2025 |
| EPS estimate | $0.713 |
| EPS actual | $0.82 |
| EPS Surprise | 14.73% |
| Revenue estimate | 3.12B |
| Revenue actual | 3.215B |
| Revenue Surprise | 3.03% |
Last 4 Quarters for ServiceNow
Below you can see how NOW performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 23, 2025 |
| Price on release | $191.29 |
| EPS estimate | $0.713 |
| EPS actual | $0.82 |
| EPS surprise | 14.73% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $191.83 |
| Jul 18, 2025 | $192.68 |
| Jul 21, 2025 | $191.98 |
| Jul 22, 2025 | $192.47 |
| Jul 23, 2025 | $191.29 |
| Jul 24, 2025 | $199.24 |
| Jul 25, 2025 | $193.76 |
| Jul 28, 2025 | $197.15 |
| Jul 29, 2025 | $198.64 |
| 4 days before | -0.284% |
| 4 days after | 3.84% |
| On release day | 4.16% |
| Change in period | 3.55% |
| Release date | Oct 29, 2025 |
| Price on release | $182.34 |
| EPS estimate | $0.85 |
| EPS actual | $0.96 |
| EPS surprise | 13.28% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $187.83 |
| Oct 24, 2025 | $186.03 |
| Oct 27, 2025 | $189.26 |
| Oct 28, 2025 | $187.58 |
| Oct 29, 2025 | $182.34 |
| Oct 30, 2025 | $186.94 |
| Oct 31, 2025 | $183.86 |
| Nov 03, 2025 | $182.77 |
| Nov 04, 2025 | $177.51 |
| 4 days before | -2.92% |
| 4 days after | -2.65% |
| On release day | 2.52% |
| Change in period | -5.49% |
| Release date | Jan 28, 2026 |
| Price on release | $129.62 |
| EPS estimate | $0.89 |
| EPS actual | $0.92 |
| EPS surprise | 3.95% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $128.56 |
| Jan 23, 2026 | $133.11 |
| Jan 26, 2026 | $136.34 |
| Jan 27, 2026 | $131.80 |
| Jan 28, 2026 | $129.62 |
| Jan 29, 2026 | $116.73 |
| Jan 30, 2026 | $117.01 |
| Feb 02, 2026 | $118.00 |
| Feb 03, 2026 | $109.77 |
| 4 days before | 0.82% |
| 4 days after | -15.31% |
| On release day | -9.94% |
| Change in period | -14.62% |
| Release date | Apr 22, 2026 |
| Price on release | $103.07 |
| EPS estimate | $0.97 |
| EPS actual | $0.97 |
| Date | Price |
|---|---|
| Apr 16, 2026 | $96.44 |
| Apr 17, 2026 | $96.66 |
| Apr 20, 2026 | $99.72 |
| Apr 21, 2026 | $100.14 |
| Apr 22, 2026 | $103.07 |
| Apr 23, 2026 | $84.78 |
| Apr 24, 2026 | $90.17 |
| Apr 27, 2026 | $90.45 |
| Apr 28, 2026 | $90.49 |
| 4 days before | 6.87% |
| 4 days after | -12.21% |
| On release day | -17.75% |
| Change in period | -6.17% |
ServiceNow Earnings Call Transcript Summary of Q1 2026
ServiceNow reported a strong Q1 2026: subscription revenue of $3.671B (up 19% YoY constant currency), CRPO/RPO growth of ~21%–23.5% (cc), non-GAAP operating margin of 32% and free cash flow margin of 44%. The company beat the high end of guidance across key metrics, closed meaningful large deals (16 deals >$5M NNACV, 5 >$10M), and continued momentum in new AI-driven offerings (Now Assist, AI Control Tower, Raptor DB Pro, employee works after the Moveworks integration). Management emphasized that ServiceNow’s AI-native platform and Context Engine — together with recent tuck-ins (Armis closed early; Veza and Moveworks integrations underway) — position the company as the enterprise “AI control tower,” expanding TAM and enabling cross-sell and larger multi-product deals (17 of top 20 deals included 7+ products). Armis contributes ~125 bps to subscription revenue at the midpoint and introduces near-term margin integration headwinds (reflected in 2026 guidance) but is expected to be margin-neutral by year-end and accretive to growth longer term. Management reiterated full-year 2026 subscription revenue guidance raised by $205M at the midpoint to approximately $15.735–$15.775B (20.5%–21% growth cc), Q2 subscription revenue guidance of $3.815–$3.820B, and emphasized continued share repurchases (executed $2B ASR in Q1). Management highlighted strong GTM execution, high renewals (97%), 630 customers >$5M ACV, and that 50% of net new business is now non-seat-based (consumption/hybrid pricing). They also confirmed an increased near-term AI revenue trajectory (now discussing ~$1.5B for 2026 versus prior $1B target) and invited investors to Financial Analyst Day for more detail on the AI monetization and long-range plan.
