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Verified earnings summary

Research updated: Jul 12, 2026, 12:00 AM UTC

NOW Q1 2026

ServiceNow reported first-quarter 2026 subscription and backlog growth, highlighted expanding Now Assist adoption and raised its full-year subscription-revenue outlook.

This page provides a source-verified release summary. It does not display a normalized metric table or post-earnings market reaction until those fields are independently verified.

Constructive signals after the release

  • 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.

Risks that still need monitoring

  • AI platform competition

    Fast-moving enterprise software and AI competitors could pressure differentiation, pricing and the pace of Now Assist adoption.

  • Enterprise deal timing

    Long sales cycles, geopolitical disruption and customer budget scrutiny can delay large transactions and make near-term growth less predictable.

  • Acquisition and integration execution

    Acquisitions can add integration costs, product overlap, retention challenges and uncertainty around expected strategic benefits.

Primary sources

ServiceNow Reports First Quarter 2026 Financial ResultsServiceNow, Inc. · earningsVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 4/22/2026, 12:00:00 AM

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ServiceNow Investor RelationsServiceNow, Inc. · companyVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

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Form 10-Q for the Quarter Ended March 31, 2026ServiceNow, Inc. · filingVerified

Fetched: 7/12/2026, 12:00:00 AM UTC

Published: 4/23/2026, 12:00:00 AM

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