Added to YB: 2025-07-28
Pitch date: 2025-07-24
NOW [neutral]
ServiceNow, Inc.
-13.5%
current return
Author Info
No bio for this author
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
ServiceNow’s 2Q25: A Masterclass in Platform Leverage
NOW (earnings update): Q2 shows platform dominance - all top 20 deals 5+ products. AI Control Tower governs 3rd-party AI tools, making NOW central AI orchestrator. 22.5% sub rev growth, 500bp cRPO beat, 250bp margin expansion. Reinvesting AI efficiency gains ($350M+ value) into growth while preserving 30.5% margins. Creating self-funding flywheel vs competitors.
Read full article (4 min)