ServiceNow Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
20.2%projected annual EPS growth
Analyst Coverage
46analysts covering
FY Revenue (est.)
$16.2Bnext fiscal year
FY EPS (est.)
$4.07next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 21 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Subscription Revenue Quarterly3.9BTarget: $15.735 billion to $15.775 billion for FY 2026
Current Remaining Performance Obligations (cRPO) Quarterly13.2BTarget: Maintain constant currency growth above 20%
Transactions over $1 million in net new ACV Quarterly123.0Target: Continued sequential and year-over-year expansion
Watch Items
- AI Monetization and Now Assist AdoptionTrigger: Now Assist annual contract value run-rate falling below the $1.5 billion target paceAction: Re-evaluate the pricing model (such as the 30% premium on AI tiers) and assess competitive pressure from alternative agentic AI platforms.
- Gross and Operating Margin CompressionTrigger: Non-GAAP operating margin slipping below 26.5% or gross margins falling below 79%Action: Review infrastructure scaling costs, hyperscaler partnership terms, and integration expenses related to the Armis and Veza acquisitions.
Research as of 2 Sep 2026