ServiceNow, Inc. · NOW · Next earnings

ServiceNow, Inc. reports Wednesday, Jan 27, 2027

NOW reports session not yet known with consensus EPS at $1.08 and revenue at $4.37B. Last quarter: ServiceNow raises outlook as AI monetization accelerates

Reports Session not yet known83 days awayDate unknown Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.08 Calendar consensus
Consensus revenue $4.37B Calendar consensus
Report date Jan 27, 2027 Wednesday, date unknown
Session Session not yet known 83 days away

Where NOW left off: FY2026 Q3

Full report

ServiceNow raises outlook as AI monetization accelerates

EPS surprise -2.0% Reported $1.00 vs $1.02
Revenue surprise +0.3% Reported $4.11B vs $4.09B
Stock move -3.0% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised full-year subscription revenue guidance modestly and increased its free-cash-flow-margin target to 36%, alongside lower CapEx expectations.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • cRPO headwinds from early renewals and a higher on-premises mix in Q4.
  • Execution risk in scaling deployment services while maintaining margin contribution.
  • Dependence on large enterprise deals and integration across numerous partner technologies.
  • Potential scrutiny of AI infrastructure spending and related CapEx.

Questions analysts left open

  • cRPO deceleration and the implications for future subscription growth.
  • Whether outcome-based pricing could change the financial model.
  • Whether the guidance lift is durable given the near-term deployment-services boost.

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Recent NOW quarters

All NOW earnings
-3.0%FY2026 Q3-3.7%FY2026 Q2-17.7%FY2026 Q1-9.9%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.