ServiceNow, Inc. earnings overview

NOW FY2026 Q2 · Calendar Q3 2026

ServiceNow, Inc.

ServiceNow's Q2 2026 results reinforce its transition from a workflow automation platform into an AI-driven enterprise operating system. Subscription revenue grew 23% YoY to $3.877 billion with a 29.5% operating margin, beating the high end of guidance. AI ACV crossed the $1 billion milestone and cybersecurity reached a $1 billion run rate, validating the acquisition strategy behind Armis and Moveworks. Management raised full-year guidance and expressed confidence in sustained AI-driven demand, though margin dynamics from consumption-based pricing and integration costs remain the key watch items.