ServiceNow — Company

Signals

1 story (+0%)

Media momentum

As of 17 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

6 sources

Source diversity

As of 17 Sep 2026 · Distinct publications behind this entity's visible coverage.

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Release activity

As of 17 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 17 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Apr 2025 → Sep 2026

Coverage span

As of 17 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

NOW · NYSE · last close $139.82 (16 Sep 2026)

+22.4% over this window · S&P 500 -0.5% (dashed line)

Price moves around recent events

4 Sep Experian plc and ServiceNow announce a partnership Partnership

-5.0% next day, -4.4% vs S&P 500 · +0.8% over 5 trading days, +2.0% vs S&P 500
15 Apr Auctor announced an AI autopilot platform for automating software implementation and received Sequoia Capital-led Series A funding Funding

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

NOW · daily closes

$139.82 -25.0% · 12 months 52-week high $194.73 · low $81.24

12-month span · monthly close · 16 Sep 2025–16 Sep 2026

Sep ’25

Oct

Nov

Dec

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close -0.19%

Candlestick · last 30 trading days

Read NOW is down 25.0% over twelve months, trading -28.2% from its 52-week high ($194.73, 24 Sep) — the strongest month was May at +40.8%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

NOW · quarterly EPS

Next report Tue 27 Oct · after market close Q3 FY2026 est EPS 1.04 est revenue $4.1B 1 month from now

Q2 2026 latest

0.90 EPS

est 0.86 +4.3%

Q1 2026

0.97 EPS

est 0.97 -0.3%

Q4 2025

0.92 EPS

est 0.89 +3.2%

Q3 2025

0.96 EPS

est 0.86 +11.8%

The TLDRocket take Q2 2026 · written 5 Aug 2026

ServiceNow beat again: $0.90 versus $0.86 expected this quarter, a 4.3% surprise, and that's four straight quarters without a miss — the closest call was Q1 2026, dead-on at $0.97. The surprises have been narrowing (11.8% beat in Q3 2025 down to essentially flat, now back up modestly), which reads less like momentum building and more like a company that's gotten good at setting numbers it can clear comfortably. Nothing here says the growth engine is straining, but nothing says it's accelerating either — this is a steady beat-and-raise machine, not a blowout story.

What's more interesting than the EPS line is what ServiceNow is spending on. The $40 million stake in BusinessNext (roughly 5% of the Indian banking software firm) is a bet on financial-services workflow automation in a market ServiceNow doesn't natively own yet, and it's small enough to be a toe-dip rather than a commitment. More telling is the AI Control Tower expansion and the OpenAI integration — ServiceNow is positioning itself as the governance layer that sits above whichever AI models enterprises actually use, rather than trying to out-model OpenAI or Anthropic. That's a sensible lane: let the foundation-model companies fight over intelligence, own the plumbing that keeps enterprise AI agents from sprawling out of control. Open-sourcing PipelineRL, a reinforcement-learning system for tuning language models during inference, fits the same pattern — it's a research flex that builds credibility with the AI crowd without ServiceNow needing to compete as a model vendor itself.

The uncertain part is whether any of this converts into revenue lines investors can actually see next quarter. The coverage here doesn't give us guidance, revenue growth, or contract-value numbers — just EPS beats and a string of product and partnership announcements. So the read is: earnings execution looks solid and consistent, and the strategic moves make sense on paper, but there's no data yet showing the AI Control Tower or BusinessNext stake actually moving the top line. That's the gap between a good quarter and a good quarter that matters.

Read alongside: OpenAI BusinessNext Veza Traceloop PipelineRL

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Management

updated 2 Sep 2026

Anonymous CEO & Chairman
Amit Zavery President, Chief Product Officer, and Chief Operating Officer
Melissa Ries GVP & MD Asia
Jacqui Canney Chief People And AI Enablement Officer
John Phillips GVP, Product & GM - Employee Experience
Dantley Davis Senior Vice President of Design
Simon Short SVP, Customer Excellence Group
Sally Colwell Director, Executive Experience
Jesse Law National Director, CX Healthcare/life Science
Nate Aschenbach Vice President of Enterprise Technology & Alliances (ETA)
Debbie Brewer Vp, Strategic Events
Narina Sippy Vp, Cxo Initiatives

+ 28 more tracked

Recent changes

2 Sep Susan L. Bostrom left (was Board Member)
2 Sep Nick Tzitzon left (was Vice Chairman)
2 Sep Paul E. Chamberlain left (was Board Member)
2 Sep Larry Quinlan left (was Board Member)
2 Sep Arjun Laxminarasu left (was Senior Director, Marketing, India)
2 Sep Piero Depaoli left (was Vice President, Global Marketing Strategy & Culture)