Earning Analysis
Welcome to our in-depth analysis of ServiceNow Inc(NOW) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of ServiceNow Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-10-29 | After Hours | 4.27 | 4.82 | +12.88 | 3.36B | 3.41B | +1.49 | +2.52 | -2.65 |
| FY2025Q2 | 2025-07-23 | After Hours | 3.57 | 4.09 | +14.57 | 3.12B | 3.22B | +2.92 | +4.16 | +3.84 |
| FY2025Q1 | 2025-04-23 | After Hours | 3.83 | 4.04 | +5.48 | 3.09B | 3.09B | +0.06 | +15.49 | +16.02 |
| FY2024Q4 | 2025-01-29 | After Hours | 3.66 | 3.67 | +0.27 | 2.96B | 2.96B | -0.18 | -11.44 | -10.19 |
| FY2024Q3 | 2024-10-23 | After Hours | 3.62 | 3.72 | +2.76 | 2.75B | 2.80B | +1.86 | +5.39 | +4.66 |
| FY2024Q2 | 2024-07-24 | - | 1.08 | 1.40 | +29.63 | 2.61B | 2.63B | +0.65 | -4.53 | +4.35 |
| FY2024Q1 | 2024-04-24 | - | 1.41 | 1.82 | +29.08 | 2.59B | 2.60B | +0.55 | +0.72 | -6.43 |
| FY2023Q4 | 2024-01-24 | - | 1.10 | 1.12 | +1.82 | 2.40B | 2.44B | +1.47 | +1.33 | +4.29 |
| FY2023Q3 | 2023-10-25 | - | 0.89 | 1.21 | +35.96 | 2.27B | 2.29B | +0.65 | -4.37 | +4.95 |
| - | 2023-07-26 | - | 0.43 | 0.77 | +79.07 | - | - | - | -0.88 | +1.38 |
NOW Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, ServiceNow Inc reported performance for FY2025Q3, announced on 2025-10-29. The company achieved an EPS of 4.82, compared to analyst estimates of 4.27 by 12.88% . Revenue for the quarter reached 3.41B compared to expectations of 3.36B by 1.49% .
The stock price reacted with a 2.52% one-day change and a -2.65% five-day change following the earnings release. These movements reflect market reaction in ServiceNow Inc growth trajectory and strategic initiatives.
NOW Earnings Forecast
Looking ahead, ServiceNow Inc(NOW) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 3.53B and an EPS of 4.41.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.48%, while EPS estimates have been Revise Upward by 2.73%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.54% . These revisions correlate with a -8.20% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in ServiceNow Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between NOW's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.48%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+2.73%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.54%
In Past 3 Month
Stock Price
Go Down
-8.20%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:13.24B
--
EPS Estimate-Annual FY 2025:17.35
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Stock Price838.87
NOW Revenue and EPS Performance: A Historical Perspective
ServiceNow Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-10-29,After Hours):
EPS: 4.82 (Actual) vs.4.27 (Estimate) (12.88%)
Revenue: 3.41B (Actual) vs. 3.36B (Estimate) (1.49%)
Price Reaction: 2.52%(1-Day), -2.65%(5-Day)
FY2025Q2 (2025-07-23,After Hours):
EPS: 4.09 (Actual) vs.3.57 (Estimate) (14.57%)
Revenue: 3.22B (Actual) vs. 3.12B (Estimate) (2.92%)
Price Reaction: 4.16%(1-Day), 3.84%(5-Day)
FY2025Q1 (2025-04-23,After Hours):
EPS: 4.04 (Actual) vs.3.83 (Estimate) (5.48%)
Revenue: 3.09B (Actual) vs. 3.09B (Estimate) (0.06%)
Price Reaction: 15.49%(1-Day), 16.02%(5-Day)
Earnings Reaction
The chart below shows how NOW performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NOW sees a -1.29% change in stock price 10 days leading up to the earnings, and a +2.63% change 10 days following the report. On the earnings day itself, the stock moves by -0.86%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 2.52% on the day following the earnings release and then changed by -5.23% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
ServiceNow Inc (NOW) Q3 2025 Earnings Call Summary
Positive
2025-10-29
The earnings call presents a positive outlook with strong subscription revenue growth, optimistic guidance, and robust AI adoption. The Q&A section confirms high demand and strategic positioning in AI workflows, despite prudence in guidance due to external factors like government shutdowns. The proactive approach to Q4 renewals and strong renewal rates further support confidence in guidance. Overall, the sentiment leans positive, with no significant negative trends or uncertainties highlighted.
ServiceNow Inc (NOW) Q2 2025 Earnings Call Summary
Positive
2025-07-23
The earnings call highlights strong financial performance with a 2% upside in revenue guidance, robust new logo acquisition, and a strategic focus on AI-driven solutions. The company's differentiation in the AI market and strategic initiatives like NowNext AI suggest positive market sentiment. However, there is some caution around stable operating margins due to strategic investments. Overall, the positive outlook and strategic focus on AI transformation indicate a likely positive stock price movement.
ServiceNow Inc (NOW) Q4 2024 Earnings Call Summary
Positive
2025-01-31
ServiceNow's earnings call highlights strong financial performance, with subscription revenue growth exceeding guidance and high operating margins. The company is optimistic about its AI initiatives and partnerships. While there are potential economic and supply chain challenges, the robust share repurchase program and raised revenue guidance indicate confidence. The Q&A section reveals management's positive outlook on AI commoditization and hybrid pricing models, despite some ambiguity in responses. Overall, these factors suggest a positive sentiment, likely leading to a 2% to 8% stock price increase over the next two weeks.
ServiceNow, Inc. (NOW) Q3 2024 Earnings Call Summary
Positive
2024-10-24
ServiceNow's earnings call highlights strong financial performance, with subscription revenue and RPO exceeding guidance. The raised guidance for 2024 and share repurchase program are positive indicators. However, potential risks from supply chain challenges and macroeconomic factors were noted. The Q&A section revealed strong demand for AI and data platform products, with management expressing confidence in future opportunities. Overall, the positive financial results and optimistic outlook on AI adoption outweigh the noted risks, suggesting a positive stock price movement in the short term.
ServiceNow, Inc. (NOW) Q2 2024 Earnings Call Summary
Positive
2024-07-25
The earnings call summary shows strong financial performance with subscription revenue and CRPO growth exceeding guidance, and a strong operating margin. The partnership with Microsoft and GenAI adoption are positive indicators. Despite some regulatory and competitive pressures, the Q&A section reassures strong execution and confidence in leadership. The lack of a shareholder return plan is a minor negative, but overall, the positive financial results and raised guidance suggest a positive stock price movement in the short term.
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FAQ
What were the key highlights of NOW’s latest earnings report for FY2025Q3?
How did NOW’s stock price react after the FY2025Q3 earnings release?
What are the revenue and EPS estimates for NOW for 2025/Q4?
How does NOW’s stock price correlate with earnings forecast revisions?
What should investors expect from NOW’s next earnings report?