ServiceNow (NYSE:NOW) reported stronger-than-expected second-quarter 2026 results, with executives pointing to broad demand across artificial intelligence, cybersecurity, IT operations, customer relationship management and employee workflows. Chairman and Chief Executive Officer Bill McDermott said
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Tech firms are showing that while the AI trade continues its upward surge, it's coming with a high price tag.
The headline numbers for ServiceNow (NOW) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Enterprise workflow automation company ServiceNow (NYSE:NOW) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 24% year on year to $3.99 billion. Its non-GAAP profit of $0.90 per share was 5.1% above analysts’ consensus estimates.
ServiceNow (NOW) delivered earnings and revenue surprises of +4.65% and +1.65%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
ServiceNow topped Wall Street expectations on revenue and earnings while raising its 2026 subscription revenue forecast after stronger-than-expected quarterly performance.
The company said sales were boosted by strong demand from the U.S. federal government, which accelerated some on-premise subscription revenues.
Investing.com -- ServiceNow shares rose about 4.5% in extended trading on Wednesday after the enterprise software company reported second-quarter results that topped Wall Street estimates and raised its full-year subscription revenue outlook, buoyed by strong enterprise demand for its artificial intelligence offerings and continued momentum across its software platform. .
ServiceNow reported Q2 earnings and revenue that topped estimates but the software maker's guidance came in slightly below views.
ServiceNow on Wednesday raised its forecast for annual subscription revenue for the second time after beating second-quarter revenue and profit estimates, driven by growing demand for its AI-powered software. Shares of ServiceNow rose over 5% in volatile extended trading. The results come as software giants are grappling with concerns of a "SaaSpocalypse" - a term reflecting the gloom around software-as-a-service companies amid growing capabilities of new AI tools provided by startups like OpenAI and Anthropic.
Ciroos becoming the first AI SRE platform certified and listed on the ServiceNow Store gives investors another data point on how deeply third party automation tools can plug into ServiceNow (NOW) workflows. See our latest analysis for ServiceNow. These integrations are landing while ServiceNow’s share price has been under pressure. A 1-month share price return of 7.39% contrasts with a year to date share price decline of 30.78% and a 1-year total shareholder return decline of 46.97%. This...
A disappointing report from Pegasystems weighed on ServiceNow.
Dell has successfully evolved from a traditional PC manufacturer to a hardware leader in the global AI buildout.
ServiceNow has been cut nearly in half over the past year, but one AI metric reporting tonight could flip the entire recovery thesis in a single session.
Alphabet and Tesla will kick off the Magnificent 7 earnings season later Wednesday, while several other large tech companies are also scheduled to release results that will help determine where the AI trade is headed next.
First it was IBM and now Pegasystems is also reporting that customers are changing purchasing decisions as the AI market evolves.
Artificial intelligence threatens to hurt many kinds of enterprise software, especially those like ServiceNow that bill by the user.
Earlier this week, Morgan Stanley started coverage of ServiceNow with an ‘Overweight’ rating.
Today Earnings: AT&T, GE Vernova, PulteGroup, CME Group, Moody’s, Philip Morris International Earnings (p.m.): Alphabet, Tesla, IBM, Southwest Airlines, Texas Instruments, CSX, ServiceNow, Raymond James Economic data: The Energy Information Administration will release its weekly petroleum status report.
Artificial intelligence threatens to hurt many kinds of enterprise software, especially those like ServiceNow that bill by the user.

Yahoo Finance's Josh Lipton takes a closer look at the top stories for investors to watch on Wednesday, Jul. 22, including Alphabet (GOOG, GOOGL) and Tesla (TSLA) quarterly earnings results.
ServiceNow Inc (NYSE:NOW, XETRA:4S0) is expected to report a solid second-quarter performance, with Jefferies analysts forecasting results above guidance for key subscription metrics and a potential increase to its full-year subscription revenue outlook, supported by strong execution, early...
Salesforce has cratered while posting five straight earnings beats and triple-digit AI growth, and the gap between Wall Street's most bullish analyst and the bears has never been wider. Something has to give.