Recent Updates — NOW
ServiceNow reported third-quarter subscription revenues of $3,988 million, up 21% year-over-year, beating the high end of guidance across all top-line growth and profitability metrics. The company raised its full-year 2026 subscription revenue target to $15.78–$15.79 billion and increased its free cash flow margin outlook by 100 basis points to 36%. Additionally, ServiceNow lifted its AI annual contract value target for 2026 to $1.7 billion, up from $1 billion at the start of the year. The firm operates in the enterprise software industry, providing cloud-based workflow automation and artificial intelligence platforms.
ServiceNow reported third-quarter 2026 subscription revenues of $3,988 million, representing 21% year-over-year growth, and total revenues of $4,106 million. The company raised its full-year 2026 free cash flow margin target by 100 basis points to 36 percent and increased its AI annual contract value outlook to $1.7 billion. Current remaining performance obligations stood at $13.65 billion as of September 30, 2026. ServiceNow operates in the enterprise software industry, providing cloud-based platforms for workflow automation, IT service management, and artificial intelligence governance.
ServiceNow, Inc. reported Q2 2026 financial results, beating the high end of guidance across all topline growth and profitability metrics. Subscription revenues of $3,877 million in Q2 2026, representing 24.5% year-over-year growth, and total revenues of $3,987 million, representing 24% year-over-year growth. The company raised its full-year 2026 subscription revenues outlook. ServiceNow is an enterprise software and cybersecurity company providing an AI control tower for business reinvention.