๐จ ServiceNow $NOW Q2 2026 Earnings: Strong Beat, Stronger Outlook ๐ฅ
โ Revenue: $3.99B vs $3.93B est. (Beat)
โ Adj. EPS: $0.90 vs $0.86 est. (Beat)
โ Subscription revenue: $3.88B, +24.5% YoY, above expectations.
โ Raised FY26 subscription revenue guidance to $15.76Bโ$15.78B ๐
โ ๏ธ Q3 subscription revenue guidance came in slightly below Street expectations.
๐ Stock rose ~5% after hours as investors focused on the revenue/EPS beat, stronger AI momentum, and higher full-year guidanceโmore than offsetting the slightly conservative Q3 outlook.
The AI enterprise spending cycle is still aliveโฆ and ServiceNow just reinforced it. ๐ค๐ฐ #NOW #Earnings