<- Go home

Added to YB: 2025-04-28

Pitch date: 2025-04-24

NOW [neutral]

ServiceNow, Inc.

-8.36%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Market Cap

$178.9B

Pitch Price

$944.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

65.03

P/E

104.23

EV/Sales

13.55

Sector

Software

Category

growth

Show full summary:
ServiceNow Q1 2025 Earnings Analysis

NOW (earnings update): Q1 revenue $3.1B (+18.6% YoY), EPS $4.04 beat est +4.9%. cRPO $10.31B (+22% YoY), RPO $22.1B (+24.9% YoY). 508 customers >$5M ACV (+19.5% YoY). Margins mixed - OM 30.9% (+0.5pp), GM 82.1% (-1.4pp). Negatives: net new ARR -12% YoY, CAC payback +6.6mo. FY25 guide raised to $12.64-12.68B.

Read full article (8 min)