ServiceNow Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | $4.26 |
| EPS actual | $4.82 |
| EPS Surprise | 13.15% |
| Revenue estimate | 3.355B |
| Revenue actual | 3.407B |
| Revenue Surprise | 1.54% |
| Release date | Jul 23, 2025 |
| EPS estimate | $3.57 |
| EPS actual | $4.09 |
| EPS Surprise | 14.57% |
| Revenue estimate | 3.12B |
| Revenue actual | 3.215B |
| Revenue Surprise | 3.03% |
| Release date | Apr 23, 2025 |
| EPS estimate | $3.83 |
| EPS actual | $4.04 |
| EPS Surprise | 5.48% |
| Revenue estimate | 3.083B |
| Revenue actual | 3.088B |
| Revenue Surprise | 0.154% |
| Release date | Jan 29, 2025 |
| EPS estimate | $3.65 |
| EPS actual | $3.67 |
| EPS Surprise | 0.548% |
| Revenue estimate | 2.963B |
| Revenue actual | 2.957B |
| Revenue Surprise | -0.213% |
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 | Jan 29, 2025 |
| Price on release | $1,143.63 |
| EPS estimate | $3.65 |
| EPS actual | $3.67 |
| EPS surprise | 0.548% |
| Date | Price |
|---|---|
| Jan 23, 2025 | $1,134.20 |
| Jan 24, 2025 | $1,124.98 |
| Jan 27, 2025 | $1,140.62 |
| Jan 28, 2025 | $1,170.39 |
| Jan 29, 2025 | $1,143.63 |
| Jan 30, 2025 | $1,012.75 |
| Jan 31, 2025 | $1,018.38 |
| Feb 03, 2025 | $1,020.94 |
| Feb 04, 2025 | $1,010.13 |
| 4 days before | 0.83% |
| 4 days after | -11.67% |
| On release day | -11.44% |
| Change in period | -10.94% |
| Release date | Apr 23, 2025 |
| Price on release | $812.70 |
| EPS estimate | $3.83 |
| EPS actual | $4.04 |
| EPS surprise | 5.48% |
| Date | Price |
|---|---|
| Apr 16, 2025 | $796.66 |
| Apr 17, 2025 | $772.16 |
| Apr 21, 2025 | $755.99 |
| Apr 22, 2025 | $766.83 |
| Apr 23, 2025 | $812.70 |
| Apr 24, 2025 | $938.57 |
| Apr 25, 2025 | $945.26 |
| Apr 28, 2025 | $937.41 |
| Apr 29, 2025 | $942.86 |
| 4 days before | 2.01% |
| 4 days after | 16.02% |
| On release day | 15.49% |
| Change in period | 18.35% |
| Release date | Jul 23, 2025 |
| Price on release | $956.43 |
| EPS estimate | $3.57 |
| EPS actual | $4.09 |
| EPS surprise | 14.57% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $959.15 |
| Jul 18, 2025 | $963.40 |
| Jul 21, 2025 | $959.91 |
| Jul 22, 2025 | $962.37 |
| Jul 23, 2025 | $956.43 |
| Jul 24, 2025 | $996.18 |
| Jul 25, 2025 | $968.79 |
| Jul 28, 2025 | $985.75 |
| Jul 29, 2025 | $993.20 |
| 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 | $911.70 |
| EPS estimate | $4.26 |
| EPS actual | $4.82 |
| EPS surprise | 13.15% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $939.17 |
| Oct 24, 2025 | $930.17 |
| Oct 27, 2025 | $946.29 |
| Oct 28, 2025 | $937.91 |
| Oct 29, 2025 | $911.70 |
| Oct 30, 2025 | $934.68 |
| Oct 31, 2025 | $919.28 |
| Nov 03, 2025 | $913.84 |
| Nov 04, 2025 | $887.57 |
| 4 days before | -2.92% |
| 4 days after | -2.65% |
| On release day | 2.52% |
| Change in period | -5.49% |
ServiceNow Earnings Call Transcript Summary of Q3 2025
ServiceNow reported an exceptional Q3 2025 with subscription revenue of $3.299B (up 20.5% YoY constant currency), cRPO growth of 20.5% YoY, and operating margin of 33.5% (300 bps above guidance). The company closed 103 net-new ACV deals >$1M (including multiple >$10M and >$20M deals) and now has 553 customers with >$5M ACV. AI products are accelerating: Now Assist is on pace to exceed $0.5B ACV in 2025 with 12 deals >$1M this quarter and material consumption growth (Assist usage up ~55x since May). ServiceNow highlighted an AI Control Tower and agentic workflows as key differentiators (governance, integration, cross-enterprise orchestration). Vertical strength included transportation & logistics, retail & hospitality, education, energy & utilities, and resilient U.S. federal momentum (federal net new ACV +30% YoY). Financially, management raised full-year 2025 subscription revenue midpoint by $55M to ~$12.84B, raised operating margin guidance to 31%, and raised free cash flow margin guidance to 34%. Cash and investments totaled ~$9.7B; ~$644k shares were repurchased in Q3 with ~$2B authorization remaining. Board approved a 5-for-1 stock split (shareholder vote planned for Dec 5). MoveWorks acquisition is expected to close toward end of Q4; management said results to date are driven by ServiceNow offerings independent of MoveWorks. Management emphasized durable demand, platform-led cross-sell, margin leverage from internal AI efficiencies, and prudence in Q4 guidance due to federal procurement timing and some on-prem considerations.
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