Revenue segments as reported by the company.

Subscription

Professional Services & Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

ServiceNow

ServiceNow, Inc. engages in the provision of enterprise cloud computing solutions. The firm delivers digital workflows on a single enterprise cloud platform called the Now Platform. Its product portfolio is focused on providing Information Technology, Employee and Customer workflows. It offers its solutions for the industries under the categories of government, financial services, healthcare, telecommunications, manufacturing, IT services, technology, oil & gas, education, and consumer products. The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

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ServiceNow beats Q4 expectations, eyes growth in key regions

ServiceNow delivered a strong Q4 performance, surpassing guidance with robust subscription revenue growth and high renewal rates, showcasing leadership in digital transformation.
While facing challenges like margin pressures and NRR scrutiny, the company remains focused on simplicity, innovation, and sustainable growth strategies to navigate market complexities.
Opportunities in key regions, strategic hiring, and product optimization present avenues for continued expansion and market leadership, supported by a clear vision for becoming a defining enterprise software company.
Analysts' inquiries and management responses highlighted strategic insights, addressing concerns effectively and reinforcing confidence in ServiceNow's ability to drive growth and value creation.

ServiceNow surpasses Q1 expectations, eyes growth amid uncertainties

ServiceNow's Q1 showcased exceptional performance, exceeding expectations across key metrics. With a focus on innovation, growth, and profitability, the company is well-positioned as a leader in digital transformation. While facing macroeconomic uncertainties, ServiceNow is actively pursuing opportunities for expansion and market differentiation.

ServiceNow surpasses Q2 expectations, focuses on generative AI growth

ServiceNow's Q2 performance exceeded expectations, driven by strong subscription revenue growth and a focus on generative AI.
The company's loyalty effect, robust pipeline, and strategic differentiation in offerings position it well for continued success.
While challenges around pricing power and operational efficiencies exist, ServiceNow's opportunities lie in AI innovation and market expansion.
With a focus on customer value realization and strategic partnerships, ServiceNow is poised for sustained growth and market leadership.

ServiceNow excels in Q3, eyes gen AI growth opportunities

ServiceNow delivered robust Q3 results, showcasing strong growth in subscription revenues, new deals, and operational efficiency.
Despite challenges related to federal deals and gen AI integration, the company's strategic strengths and market positioning offer promising growth opportunities.
With a focus on innovation, partnerships, and market expansion, ServiceNow remains confident in its long-term goals and is well-prepared for future success.

ServiceNow exceeds Q4 expectations, poised for growth in 2024

ServiceNow's outstanding Q4 2023 performance, driven by strong subscription revenue growth, key partnerships, and focus on gen AI products, positions the company for continued success. With a strategic emphasis on innovation, operational efficiency, and customer value, ServiceNow is well-positioned to capitalize on market opportunities and drive growth in 2024. Challenges in maintaining innovation pace and balancing investment priorities highlight areas for strategic focus and operational alignment.

ServiceNow excels in Q1 2024, eyes GenAI expansion and global growth

ServiceNow's Q1 2024 performance reflects robust growth, driven by strong subscription revenues, large deal signings, and expanding global presence. Strategic strengths in AI platform adoption, partnerships, and platform breadth position the company for continued success. Challenges in migration, talent management, and resource allocation require attention, while opportunities in GenAI adoption, partnerships, and regional expansion offer avenues for future growth.

ServiceNow excels in Q2 2024, eyes growth through AI and partnerships

ServiceNow's Q2 2024 showcased robust financial performance, strong market demand, and strategic growth initiatives, positioning the company for continued success.
While facing leadership changes and competitive challenges, ServiceNow's focus on innovation, partnerships, and market expansion presents opportunities for sustained growth and market leadership.
By leveraging its strengths in AI integration, strategic partnerships, and market expansion, ServiceNow can navigate challenges, capitalize on opportunities, and drive long-term value for stakeholders.

ServiceNow excels in Q3 with strategic partnerships and AI innovations

ServiceNow's Q3 showcased strong performance, emphasizing elite execution and strategic partnerships. With a focus on AI innovation and market expansion, the company raised their 2024 outlook with confidence in continued growth.

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Non-current assets

Net PPE

Intangibles

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Stockholders equity

Minority interest

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Book value per share

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Funds from operations

Change in working capital

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Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Net change in cash

Free cash flow

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

Oracle

Roku

AeroVironment

Salesforce

CrowdStrike

First Solar

GitLab

Southwest Airlines

Microsoft

Block

Thermo Fisher Scientific

Toast

Zscaler

Here are some of the tickers on my radar for Wednesday, Sept. 6, taken directly from my reporter's notebook.

Here are the 14 stocks Jim Cramer is watching, including Oracle, Roku and Southwest

Adobe

C3.ai

Dynatrace Inc

monday.com

Palantir Technologies

Snowflake

Workday

Software growth stocks outperformed in the first half of 2023. But will the artificial intelligence-driven rally be sustainable for software stocks?

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Eagle Materials

Samsara

Jabil

Toll Brothers

Here's an easy way to spot leading stocks that in buy range or setting up.

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NVIDIA

ServiceNow's profitable growth has accelerated in 2023. The company's recent partnership with Nvidia could start to flow through to financial results next year.

With Its Nvidia Partnership in Hand, Is ServiceNow Stock a Buy?

Confluent

HubSpot

Technology has supercharged global growth for several decades now. There's no question that technology companies have been leaders in creating solutions that increase productivity in the economy.

The 3 Most Promising Tech Stocks to Own Now

Companies will continue to use Workday to optimize their hiring and spending. ServiceNow remains a crucial tool for streamlining digital workflows.

3 Unstoppable Growth Stocks That Are Screaming Buys in September

Asana

Zoom Video

Enterprise software stocks have been beaten up badly over the last year. Fears of slowing growth, high valuations, and looming recession have all played a part.

Here are 5 Beaten Up Enterprise Software Stocks Ready to Rebound

CHICAGO--(BUSINESS WIRE)--K2 Services and ServiceNow today announced a partnership to help law firms accelerate business innovation while enhancing the employee experience to reduce silos and maximize productivity. The partnership will combine the power of the Now Platform® with the process execution capabilities of the K2 Services managed services IT offering and embark on deploying these legal-specific solutions across the industry. The organizations will help legal clients streamline process.

K2 Services and ServiceNow partner to advance digital transformation for the legal industry

Advanced Micro Devices

Costco

Freeport-McMoRan

Fiserv Inc

Hilton Worldwide Holdings

Lam Research

NXP Semiconductors

PPG Industries

Tesla

Trade Desk

Vipshop Hlds

A couple weeks ago, I wrote about using moving averages to find optimal entry points  for buying call options on the SPDR S&P 500 ETF Trust (SPY).

16 Struggling Stocks to Buy on the Dip

With ServiceNow back above its 50-day line, this spread gets upside potential with limited risk.

Bull Call Spread On NOW Stock Gets Upside With Limited Downside

KIRKLAND, Wash.--(BUSINESS WIRE)--Tanium, the industry's only provider of converged endpoint management (XEM), today announced Tanium Vulnerability Risk and Compliance for ServiceNow – a new solution enabling ServiceNow customers to identify security risks from vulnerabilities and non-compliant configurations and remediate all from within the ServiceNow platform. The integrated offering allows customers to accelerate their security incident lifecycle by removing the number of manual investigati.

Tanium Vulnerability Risk and Compliance Solution Provides ServiceNow Customers with End-to-End Security Response Automation

Arista Networks

ASML Hld

MercadoLibre

Palo Alto Networks

Semrush Holdings

Super Micro Computer

Tech stocks have been top performers in the stock market. While FAANG stocks have stolen the spotlight for a decade, other tech stocks have also been reaping massive gains.

Don't Sleep on These 7 Tech Stocks That Will Mint Millionaires

This cloud computing stock partnered with Nvidia on an AI platform. Shares of this software stock are in a base and have gained 43% this year.

Cloud Computing Software Stock To Benefit From AI Business

Allegro MicroSystems

Amazon

After a rough few months, I'm finding a good deal of top tech stocks to buy. Especially with a lot of negativity priced in, including fears of higher interest rates.

3 Tech Stocks the Big Money Is Tapping Into Now

ServiceNow empowers large companies to run their IT departments efficiently by providing a suite of digital workflow products. The company has experienced impressive growth, with a market capitalization of $114 billion and consistent revenue streams from recurring subscriptions. ServiceNow aims to expand globally and diversify its offerings, with a revised revenue target of $16 billion by 2026.

ServiceNow: A Business Powerhouse

Intuit

ePlus

Investors looking to get back ahead should consider these unmatched stocks to buy while they're inexpensive. The summer of 2023 is a period of unexpected expansion.

3 Unmatched Stocks: The Untapped Goldmines to Buy Now

Churchill Downs

Deckers Outdoor

Enphase Energy

Paylocity Hlds

SolarEdge Technologies

Targa Resources

Vici Properties

High-growth stocks have been on a roller-coaster ride in recent years, but they remain solid long-term investment options.

Best High-Growth Stocks to Buy

ServiceNow stock continues to rise due to resilient fundamentals and exposure to generative AI hype. The company's solid financial results have boosted investor confidence and supported a premium valuation. ServiceNow maintains a net cash balance sheet and is generating 30% free cash flow margins.

ServiceNow: Generative AI Pick With 20% Revenue Growth And 30% FCF Margins

ServiceNow is the IBD Stock of the Day. Amid the rise of generative artificial intelligence, analysts see potential upside and risks.

How ServiceNow Turned Generative AI Into Potential Growth Driver From A Possible Threat

MCKINNEY, Texas--(BUSINESS WIRE)-- #Aavenir--Aavenir launches new Generative AI capabilities for Contract Lifecycle Management on ServiceNow.

Aavenir Launches New Generative AI Capabilities for Contract Lifecycle Management on ServiceNow

Capital One

PALO ALTO, Calif.--(BUSINESS WIRE)-- #cloudsecurity--Veza, the identity security company, today announced that Capital One Ventures and ServiceNow Ventures have made strategic investments in Veza, bringing the company's total financing to $125 million. The capital will be used to accelerate Veza's product development, develop integrations for enterprise systems, and increase go-to-market capacity as it continues to meet demand for its enterprise identity security platform. Identity security plays a crucial role.

Veza Announces Strategic Investments from Capital One Ventures and ServiceNow Ventures

News for ServiceNow Stock (NOW)