ServiceNow raises AI revenue target to $1.5B by 2026, but margin pressure from Armis acquisition and shift to consumption pricing weigh on shares ahead of May 4 investor day.
ServiceNow’s NOW fourth-quarter revenue grew by 19.5% year over year in constant currency to $3.57 billion, driven by broad-based demand. Non-GAAP operating margin was 30.9% for the quarter. Results ...
The disconnect between ServiceNow's share price and its institutional ownership has rarely been wider. While the stock tumbled roughly 18% following the software company's first-quarter earnings ...
ServiceNow's Q1 earnings beat and $2B buyback couldn't offset geopolitical headwinds and Armis integration costs, sending ...
ServiceNow’s earnings call painted a picture of a company executing well on growth, profitability and AI innovation, even as markets fret over deal timing and M&A optics. For investors, the core ...
ServiceNow CEO Bill McDermott has been on a mission to persuade investors to stop thinking of his enterprise software company as a standard SaaS (software-as-a-service) business. So far, McDermott has ...
LONDON, ENGLAND - SEPTEMBER 10: The Servicenow company logo is displayed during the Security Equipment International (DSEI) at London Excel on September 09, 2025 in London, England. (Photo by John ...
ServiceNow shares suffered their steepest single-day drop after first-quarter results revealed delayed Middle East deals due to the Iran war and a lower gross margin outlook from acquisitions. The ...
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