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14:00
Jul 22 ◎
Jul 22 ◎
NOW
MSFT
NVDA
ACN
EXPNY
▾
HIGH
Management raised full-year subscription revenue guidance after a strong Q2 beat, reflecting broad-based demand and AI traction, signaling confidence in the back half.
"For 2026, we're raising our subscription revenues by $15 million at the midpoint, from $15.755 billion to $15.770 billion."
NOW WATCH
ServiceNow is integrating its AI Control Tower with Microsoft's agent platform, indicating strategic co-opetition that reinforces ServiceNow's governance layer regardless of underlying agents.
"Deeper integration of ServiceNow AI Control Tower and Microsoft Agent 365."
MSFT WATCH
ServiceNow leverages NVIDIA's runtime security as one component of its agent governance architecture, showing broad ecosystem integration.
"new agents secured by the NVIDIA Open Shell Runtime and governed by ServiceNow AI Control Tower."
NVDA WATCH
Accenture is deepening its partnership with ServiceNow on AI-native front-door experiences, signaling co-innovation in enterprise workflows.
"Enhanced collaboration between ServiceNow's AI native FDEs and industry-led Accenture FDEs."
ACN WATCH
Experian is both a customer and an integration partner, embedding its data into ServiceNow workflows – a win for workflow adoption and for Experian's data reach.
"Experian is using ServiceNow to automate intelligence at scale. We will also integrate our platforms, embedding Experian data and decisioning into existing ServiceNow workflows."
EXPNY WATCH
Hitachi's global standardization on ServiceNow for asset management validates the platform's enterprise scalability and could drive recurring revenue.
"Hitachi will standardize enterprise asset management across its global businesses on ServiceNow."
HTHIY WATCH
ServiceNow's Action Fabric is designed to work with Anthropic's Claude agent, indicating an open ecosystem for any AI agent provider.
"This enables any agent, Claude, co-pilot, or homegrown to tap directly into secure, governed enterprise actions headlessly."
ANTHROPIC WATCH
NTT Data is leveraging ServiceNow for global AI governance, reinforcing the AI Control Tower's value proposition.
"NTT data has a governance process with us to drive AI scale for all internal use globally."
NTTYY WATCH
HIGH
14:00
Apr 22 ◎
Apr 22 ◎
NOW
OPENAI
CRWD
NTTYY
SRH
▾
HIGH
Management beat Q1 guidance across all metrics, raised full-year revenue guidance (including Armis), increased AI revenue target from $1B to $1.5B, and maintained margin expansion trajectory, signaling strong demand and confidence.
"For 2026, we are raising our subscription revenues by $205 million at the midpoint to $15.735 billion to $15.775 billion, representing 20.5% to 21% year-over-year growth on a constant currency basis."
NOW WATCH
ServiceNow acts as an enterprise gateway for OpenAI, deepening the partnership and expanding OpenAI's enterprise footprint.
"OpenAI native voice and text models are integrated directly into the ServiceNow AI platform, and they're using us as a gateway into the enterprise."
OPENAI WATCH
ServiceNow continues to partner with CrowdStrike in security, despite building its own security stack, indicating coexistence rather than displacement.
"We integrate with all of them. In fact, great ones like CrowdStrike, my friend George and Nikesh and all these guys, they're terrific."
CRWD WATCH
ServiceNow is building a telecom-specific AI solution with major carriers, potentially driving future revenue from the telecom sector.
"ServiceNow, NTT, Docomo, and StarHub are developing the industry's first inter-carrier autonomous roaming resolution model on the ServiceNow AI platform."
NTTYY WATCH
StarHub's involvement in this telecom AI project suggests deepening relationship and potential upsell opportunities.
"ServiceNow, NTT, Docomo, and StarHub are developing the industry's first inter-carrier autonomous roaming resolution model on the ServiceNow AI platform."
SRH WATCH
Robinhood is a successful mid-market deployment case study for ServiceNow's ESM Foundation, showing strong ROI and potential for expansion.
"Robinhood is deflecting 70% of employee requests before human intervention. They've already eliminated 2,200 hours of manual effort monthly."
HOOD WATCH
HIGH
17:00
Jan 28 ◎
Jan 28 ◎
FDX
MSFT
ANTHROPIC
OPENAI
ANDURIL
▾
HIGH
FedEx is expanding its strategic partnership beyond source-to-pay, leveraging ServiceNow's AI platform for broader orchestration, signaling deepening collaboration.
"We're combining ServiceNow's orchestration with FedEx's unique data DNA to provide procurement leaders with trusted insights in our source-to-pay solution."
FDX WATCH
ServiceNow is guiding to a 1.5 ppt headwind in Q1 from the shift of on-prem to hosted revenue, partly due to strong adoption of hyperscaler offerings, but expects this to normalize over time. — The shift to hyperscaler infrastructure temporarily depresses gross margins but signals deeper cloud partnerships and eventual margin recovery with scale.
"ServiceNow and Microsoft have announced a deep AI integration, connecting copilots, agents, and data across Microsoft 365 and the ServiceNow AI platform."
MSFT WATCH
Deeper integration of Claude models into ServiceNow will drive enterprise AI adoption, especially for coding and workflows.
"ServiceNow and Anthropic have announced an expanded partnership to integrate cloud models more deeply into the ServiceNow AI platform."
ANTHROPIC WATCH
ServiceNow gains preferred access to frontier models, enabling differentiated voice and multilingual AI capabilities in CRM and other workflows.
"OpenAI models will be a preferred intelligence capability for several agentic use cases offered to ServiceNow Enterprise customers."
OPENAI WATCH
Armis provides unmatched asset visibility across IT, OT, IoT, and medical devices, forming the foundation for ServiceNow's unified security stack.
"Armis is already protecting over 40% of the Fortune 100, precisely because they've cracked the visibility challenge."
ANDURIL WATCH
Vesa's dynamic identity mapping is critical for governing AI agent permissions, a bottleneck for enterprise AI deployment at scale.
"VESA will solve the identity governance problem through its patented access graph technology."
CYBR WATCH
ServiceNow is guiding to a 1.5 ppt headwind in Q1 from the shift of on-prem to hosted revenue, partly due to strong adoption of hyperscaler offerings, but expects this to normalize over time. — The shift to hyperscaler infrastructure temporarily depresses gross margins but signals deeper cloud partnerships and eventual margin recovery with scale.
"We expect subscription growth margin of 82%, reflecting incremental data center investments related to public cloud, geo-expansion, and AI."
AMZN WATCH
GOOGL WATCH
Armis is already protecting over 40% of the Fortune 100, giving ServiceNow immediate credibility in OT/IoT security and a large installed base to cross-sell their AI platform. — ServiceNow can rapidly expand its security footprint by integrating Armis into its AI control tower, potentially displacing incumbent security vendors in visibility and orchestration.
"Armis is already protecting over 40% of the Fortune 100, precisely because they've cracked the visibility challenge."
PANW WATCH
CRWD WATCH
Management is highly confident, delivering beats across all metrics and guiding to 20% growth with expanding margins, refuting bear cases on AI disruption and M&A dependency.
"We're guiding to 20% subscription revenue growth for 2026. And by now, everyone knows how ServiceNow rolls. We don't set our sights on hitting the guide. We set our sights on beating it."
NOW WATCH
HIGH
17:00
Oct 29 ◎
Oct 29 ◎
NOW
NVDA
PSTG
AZN
PANW
▾
HIGH
Management raised full-year revenue guidance, operating margin, and free cash flow margin targets, signaling strong demand momentum and AI-driven operating leverage.
"Given our Q3 outperformance, we are raising our 2025 growth and profitability outlook."
NOW WATCH
NVIDIA is a marquee customer and partner, with ServiceNow building on NVIDIA Nemotron to deliver next-gen platform capabilities.
"the great Nvidia, the world's first $5 trillion company. Congratulations, Jensen, our great friend"
NVDA WATCH
Pure Storage is a reference customer for ServiceNow's AI-powered CRM, signaling adoption in the storage space.
"Customers like Thrive and Pure Storage are using ServiceNow CRM to personalize support, connect data, AI, and workflows"
PSTG WATCH
AstraZeneca is an early adopter of ServiceNow's AI Control Tower, validating the product for large-scale governance.
"they're using the control tower to manage and govern all their AI initiatives at scale"
AZN WATCH
AI Control Tower deal volume more than quadrupled quarter-over-quarter, becoming a major entry point for new security and risk management deals. — Rapid adoption of AI Control Tower suggests ServiceNow is gaining share in AI governance and security, pressuring incumbent security vendors.
"Our AI control tower deal volume more than quadrupled quarter over quarter in Q3."
PANW WATCH
CRWD WATCH
HIGH
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