Revenue segments as reported by the company.

Subscription

Professional Services & Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

ServiceNow

ServiceNow, Inc. engages in the provision of enterprise cloud computing solutions. The firm delivers digital workflows on a single enterprise cloud platform called the Now Platform. Its product portfolio is focused on providing Information Technology, Employee and Customer workflows. It offers its solutions for the industries under the categories of government, financial services, healthcare, telecommunications, manufacturing, IT services, technology, oil & gas, education, and consumer products. The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

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ServiceNow beats Q4 expectations, eyes growth in key regions

ServiceNow delivered a strong Q4 performance, surpassing guidance with robust subscription revenue growth and high renewal rates, showcasing leadership in digital transformation.
While facing challenges like margin pressures and NRR scrutiny, the company remains focused on simplicity, innovation, and sustainable growth strategies to navigate market complexities.
Opportunities in key regions, strategic hiring, and product optimization present avenues for continued expansion and market leadership, supported by a clear vision for becoming a defining enterprise software company.
Analysts' inquiries and management responses highlighted strategic insights, addressing concerns effectively and reinforcing confidence in ServiceNow's ability to drive growth and value creation.

ServiceNow surpasses Q1 expectations, eyes growth amid uncertainties

ServiceNow's Q1 showcased exceptional performance, exceeding expectations across key metrics. With a focus on innovation, growth, and profitability, the company is well-positioned as a leader in digital transformation. While facing macroeconomic uncertainties, ServiceNow is actively pursuing opportunities for expansion and market differentiation.

ServiceNow surpasses Q2 expectations, focuses on generative AI growth

ServiceNow's Q2 performance exceeded expectations, driven by strong subscription revenue growth and a focus on generative AI.
The company's loyalty effect, robust pipeline, and strategic differentiation in offerings position it well for continued success.
While challenges around pricing power and operational efficiencies exist, ServiceNow's opportunities lie in AI innovation and market expansion.
With a focus on customer value realization and strategic partnerships, ServiceNow is poised for sustained growth and market leadership.

ServiceNow excels in Q3, eyes gen AI growth opportunities

ServiceNow delivered robust Q3 results, showcasing strong growth in subscription revenues, new deals, and operational efficiency.
Despite challenges related to federal deals and gen AI integration, the company's strategic strengths and market positioning offer promising growth opportunities.
With a focus on innovation, partnerships, and market expansion, ServiceNow remains confident in its long-term goals and is well-prepared for future success.

ServiceNow exceeds Q4 expectations, poised for growth in 2024

ServiceNow's outstanding Q4 2023 performance, driven by strong subscription revenue growth, key partnerships, and focus on gen AI products, positions the company for continued success. With a strategic emphasis on innovation, operational efficiency, and customer value, ServiceNow is well-positioned to capitalize on market opportunities and drive growth in 2024. Challenges in maintaining innovation pace and balancing investment priorities highlight areas for strategic focus and operational alignment.

ServiceNow excels in Q1 2024, eyes GenAI expansion and global growth

ServiceNow's Q1 2024 performance reflects robust growth, driven by strong subscription revenues, large deal signings, and expanding global presence. Strategic strengths in AI platform adoption, partnerships, and platform breadth position the company for continued success. Challenges in migration, talent management, and resource allocation require attention, while opportunities in GenAI adoption, partnerships, and regional expansion offer avenues for future growth.

ServiceNow excels in Q2 2024, eyes growth through AI and partnerships

ServiceNow's Q2 2024 showcased robust financial performance, strong market demand, and strategic growth initiatives, positioning the company for continued success.
While facing leadership changes and competitive challenges, ServiceNow's focus on innovation, partnerships, and market expansion presents opportunities for sustained growth and market leadership.
By leveraging its strengths in AI integration, strategic partnerships, and market expansion, ServiceNow can navigate challenges, capitalize on opportunities, and drive long-term value for stakeholders.

ServiceNow excels in Q3 with strategic partnerships and AI innovations

ServiceNow's Q3 showcased strong performance, emphasizing elite execution and strategic partnerships. With a focus on AI innovation and market expansion, the company raised their 2024 outlook with confidence in continued growth.

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Non-current assets

Net PPE

Intangibles

Total liabilities

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Total equity

Stockholders equity

Minority interest

Total liabilities & equity

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Book value per share

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Change in working capital

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Purchase/sale of investments

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Cash from financing

Change in stock

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Cash from other sources

Net change in cash

Free cash flow

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

Datadog

Fortinet

Rapid7

Mizuho analyst Gregg Moskowitz raised the price target on Datadog Inc (NASDAQ: DDOG) to $115 from $96, implying an 11.13% upside, and maintained a Buy rating. He raised the price target on Fortinet Inc (NASDAQ: FTNT) to $250 from $208, signifying a 2.46% downside, and affirmed a Neutral rating.

Mizuho Raises Price Target On Datadog, Fortinet, Rapid7, ServiceNow Betting On Economic Recovery, Cybersecurity Checks

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow Transforms Hybrid Work with New Solutions to Help Offices Reopen Smoothly

ServiceNow Transforms Hybrid Work with New Solutions to Help Offices Reopen Smoothly

The return-to-work options aim to simplify what is sure to be a complicated process in a new hybrid home-office work environment across the country. Companies not only are staggering schedules, or hoteling, but also revamping workspaces for safety and productivity reasons.

ServiceNow unveils back-to-work mobile tools as offices begin to reopen

CrowdStrike

DocuSign

Microsoft

Uber

In a record quarter for venture capital deals, one firm's name continually appeared as a participant: Tiger Global.

The Top 5 Tech Holdings of Chase Coleman's Tiger Global

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow Named a Leader in Omdia's AIOps Universe Report

ServiceNow Named a Leader in Omdia's AIOps Universe Report

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow to Announce Second Quarter 2021 Financial Results on July 28

ServiceNow to Announce Second Quarter 2021 Financial Results on July 28

Amazon

Salesforce

SAP SE

Watch out for the likes of ServiceNow (NOW), Salesforce (CRM), Amazon (AMZN) and SAP (SAP) as enterprise software spending looks set to make a comeback this year.

4 Stocks to Watch Amid Rise in Enterprise Software Spending

A pair of headlines snapped this volatile stock out of a pullback, though a bounce was brewing anyway.

Here's Why ServiceNow Rallied 16% Last Month

Zoom Video

Why investors might want to consider adding two Zacks Rank #1 (Strong Buy) stocks, Zoom Video (ZM) and ServiceNow (NOW), as long-term buys for the second half of 2021 and beyond.

2 'Strong Buy' Tech Stocks for the Second Half of 2021

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow has named Jacqui Canney as its new Chief People Officer

ServiceNow Announces Jacqui Canney as Company's New Chief People Officer

In 2021, ServiceNow's stock is up 6% -- lagging the S&P 500's 16%. If it can grow revenue much faster than 27%, the stock could be a buy.

Up 6%, NowX Could Justify ServiceNow's 18x Forward Revenue Valuation

SANTA CLARA, Calif.--(BUSINESS WIRE)--ServiceNow Named a Leader in the 2021 Gartner Magic Quadrant for the CRM Customer Engagement Center

ServiceNow Named a Leader in the 2021 Gartner Magic Quadrant for the CRM Customer Engagement Center

Box (BOX) joins forces with ServiceNow to provide advanced legal operations with secured legal content.

BOX & ServiceNow Integration to Smooth Out Legal Workflow

And a look at how to know if stock-picking is right for you.

A Good Quarter for RH and an Upgrade for ServiceNow

Advanced Micro Devices

Twilio

Let's be honest with each other, when it comes to the stock market right now and the industries that are paving the way for the future, the tech sector is king.

3 Under the Radar Tech Stocks

ServiceNow, Inc. (NOW) Presents at Bank of America Merrill Lynch 2021 Global Technology Conference (Transcript)

Roku

Investors with longer-term horizons might want to buy strong growth-focused stocks prepared to thrive for years to come in the digital age. And why not look for ones that are trading well below their records.

2 Tech Stocks to Buy Now at Big Discounts for Long-Term Growth

The shares of ServiceNow Inc (NYSE:NOW) are up 2.9% to trade at $478 at last check, after Goldman Sachs added the workflow platform name to its "Conviction Buy" list.

Goldman Sachs Adds NOW to "Conviction Buy" List

Coupa Software

The stock prices for both these companies have fallen more than 20%.

2 Monstrous Software Stocks That Are on Sale

ServiceNow is pursing a new strategy, getting deeply involved in corporate computing ops and cybersecurity. NOW stock is down 16% YTD.

ServiceNow Strategy Heads ‘Into the Weeds' as NOW Stock Hits Cheap Zone

F5 Networks

Palo Alto Networks

Zscaler

Cyberattacks constantly hinder daily business operations. Palo Alto Networks (PANW), Fortinet (FTNT), F5 Networks (FFIV), ServiceNow (NOW) and Zscaler (ZS) are a few cybersecurity stocks to watch out for.

5 Stocks to Watch as Cyberattacks Keep Disrupting Businesses

ServiceNow's analyst day shows it's on a path to triple its revenues in 5 years for a ~24% CAGR.

ServiceNow: What To Make Of The 2026 Target Of $15 Billion In Revenue

SANTA CLARA, Calif.--(BUSINESS WIRE)-- #AWS--Baffle today announced it has extended its advanced multiparty compute capabilities to support Amazon Relational Database Service (Amazon RDS).

Baffle Brings the Holy Grail of Encryption to Amazon RDS

ServiceNow's stock soared at 44% a year in the decade ending 2020. If it can grow revenue faster than 22%, that could continue.

Four Reasons ServiceNow Could Grow Faster Than Its 22% Target

ServiceNow (NOW) reported earnings 30 days ago. What's next for the stock?

News for ServiceNow Stock (NOW)