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Added to YB: 2025-07-28

Pitch date: 2025-07-24

NOW [neutral]

ServiceNow, Inc.

-13.5%

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

$1.0K

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 Q2 2025 Earnings Analysis

NOW (earnings update): Q2 rev $3.2B (+22.4% YoY), beat est 3%; EPS $4.09 beat 14.2%; cRPO $10.9B (+24.4%); RPO $23.9B (+28.5%). Net New ARR $432M (+468.4%); 98% renewal rate. Operating margin 29.7% (+2.3pp); FCF margin 16.6% (+3pp). Raised FY25 guide to $12.8B (+20.1%). AI momentum strong despite gross margin decline (-1.6pp).

Read full article (6 min)