Verified peer comparison

NOW vs ORCL

ServiceNow, Inc. compared with Oracle Corporation. This page compares both source-verified company profiles and does not introduce an unverified price target.

NOW

ServiceNow, Inc.

$189.43

Open: --
High: --
Low: --
Market Cap: --

Open stock research

ORCL

Oracle Corporation

$189.43

Open: --
High: --
Low: --
Market Cap: --

Open stock research

Company-specific comparison

Business exposure

NOW: Enterprise Software

ORCL: Enterprise Software

Upside lens

NOW: Rapid growth among large Now Assist customers can expand AI monetization across ServiceNow's installed base. Expansion in current and total remaining performance obligations provides forward subscription-revenue visibility. Customers consolidating workflows, data and AI governance on one platform can broaden deployments and support cross-selling.

ORCL: OCI demand and enterprise database stickiness

Risk lens

NOW: Fast-moving enterprise software and AI competitors could pressure differentiation, pricing and the pace of Now Assist adoption. Long sales cycles, geopolitical disruption and customer budget scrutiny can delay large transactions and make near-term growth less predictable. Acquisitions can add integration costs, product overlap, retention challenges and uncertainty around expected strategic benefits.

ORCL: capex needs and cloud competition